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Nasdaq - Delayed Quote USD

Loomis Sayles High Income Opps Instl (LSIOX)

8.67
-0.01
(-0.12%)
At close: 8:01:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.60%
5y Average Return 5.48%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Apr 16, 2025) 20.77%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 20.77%
Worst 3Y Total Return -0.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSIOX
Category
YTD
1.22%
3.62%
1-Month
-1.00%
1.08%
3-Month
1.22%
2.50%
1-Year
9.53%
14.69%
3-Year
4.28%
6.16%
5-Year
6.85%
6.21%
10-Year
4.83%
5.48%
Last Bull Market
9.87%
11.96%
Last Bear Market
-11.57%
-7.27%

Annual Total Return (%) History

Year
LSIOX
Category
2025
--
--
2024
9.95%
--
2023
10.81%
--
2022
-12.86%
--
2021
4.32%
--
2020
9.24%
4.91%
2019
13.01%
12.62%
2018
-2.08%
-2.59%

2017
8.39%
6.47%
2016
15.85%
13.30%
2015
-3.13%
-4.01%
2014
4.59%
1.11%
2013
8.49%
6.90%
2012
20.77%
14.67%
2011
1.53%
2.83%
2010
15.91%
14.24%
2009
60.32%
46.70%
2008
-28.54%
-26.41%
2007
2.54%
1.47%
2006
10.88%
10.14%
2005
3.06%
2.59%
2004
--
9.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.22% -- -- --
2024 1.60% 1.11% 5.93% 1.03%
2023 2.56% 0.97% 0.86% 6.09%
2022 -5.24% -11.57% -0.33% 4.34%
2021 0.76% 3.11% 0.54% -0.13%
2020 -12.05% 9.87% 4.93% 7.74%
2019 7.13% 2.35% 0.21% 2.85%
2018 -0.95% 1.02% 2.27% -4.31%
2017 3.01% 2.07% 2.23% 0.85%
2016 2.52% 5.66% 5.55% 1.33%

2015 2.81% 0.47% -4.82% -1.47%
2014 3.40% 3.81% -1.64% -0.94%
2013 3.62% -1.38% 1.89% 4.19%
2012 9.05% -0.33% 5.96% 4.86%
2011 5.05% 1.97% -8.45% 3.54%
2010 5.09% -1.46% 7.80% 3.82%
2009 5.37% 24.41% 14.85% 6.48%
2008 -3.38% 2.38% -11.62% -18.26%
2007 2.43% 0.14% 0.74% -0.77%
2006 3.29% -1.48% 4.56% 4.21%
2005 -1.48% 3.18% 1.15% 0.23%
2004 6.95% 6.45% -- --

Rank in Category (By Total Return)

YTD 16
1-Month 43
3-Month 16
1-Year 1
3-Year 60
5-Year 48

Load Adjusted Returns

1-Year 9.53%
3-Year 4.28%
5-Year 6.85%
10-Year 4.83%

Performance & Risk

YTD Return -0.60%
5y Average Return 5.48%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Loomis Sayles Funds
Net Assets 304.42M
YTD Return 1.22%
Yield 7.23%
Morningstar Rating
Inception Date Apr 12, 2004

Fund Summary

Under normal market conditions, the fund will invest substantially all of its assets, and may invest up to 100% of its assets, in high income securities ("High-Income Securities"). High-Income Securities are fixed-income securities that Loomis Sayles believes have the potential to generate relatively high levels of current income. It may invest approximately 20% of its assets in investment-grade fixed-income securities. The fund may invest a portion of its assets in senior floating-rate loans made to U.S. and foreign borrowers.

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