Nasdaq - Delayed Quote USD

Loomis Sayles Core Plus Bond A (NEFRX)

11.28
-0.02
(-0.18%)
As of 8:09:14 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.61%
5y Average Return -0.17%
Number of Years Up 41
Number of Years Down 10
Best 1Y Total Return (Apr 9, 2025) 11.31%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 11.31%
Worst 3Y Total Return -3.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NEFRX
Category
YTD
2.96%
-0.61%
1-Month
-0.01%
0.77%
3-Month
2.96%
1.99%
1-Year
3.89%
3.06%
3-Year
0.26%
5.69%
5-Year
0.38%
3.75%
10-Year
1.77%
3.84%
Last Bull Market
6.02%
4.61%
Last Bear Market
-6.00%
1.87%

Annual Total Return (%) History

Year
NEFRX
Category
2025
--
--
2024
0.42%
--
2023
5.91%
--
2022
-12.94%
--
2021
-1.68%
--
2020
10.28%
8.06%
2019
8.76%
8.94%
2018
-0.87%
-0.61%

2017
4.92%
4.27%
2016
7.19%
3.86%
2015
-4.20%
-0.45%
2014
6.18%
5.42%
2013
-0.82%
-0.90%
2012
11.31%
7.76%
2011
7.68%
6.27%
2010
10.35%
8.51%
2009
16.62%
15.12%
2008
0.61%
-3.86%
2007
6.06%
5.62%
2006
5.34%
4.48%
2005
1.10%
2.09%
2004
5.10%
4.59%
2003
8.50%
6.32%
2002
2.84%
8.44%
2001
6.63%
7.84%
2000
6.83%
10.08%
1999
-0.90%
-1.06%
1998
8.02%
7.25%
1997
10.44%
9.73%
1996
5.17%
4.19%
1995
20.77%
19.51%
1994
-4.24%
-4.27%
1993
12.07%
11.26%
1992
7.44%
7.60%
1991
18.13%
17.56%
1990
7.48%
6.74%
1989
11.89%
12.07%
1988
7.37%
8.05%
1987
1.41%
1.70%
1986
15.61%
14.23%
1985
18.40%
21.00%
1984
11.93%
14.15%
1983
4.68%
7.99%
1982
31.82%
33.30%
1981
7.74%
5.36%
1980
-1.42%
0.84%
1979
-1.26%
-0.07%
1978
0.85%
1.21%
1977
3.92%
4.28%
1976
14.42%
21.45%
1975
11.71%
16.92%
1974
-6.00%
-10.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.96% -- -- --
2024 -0.48% -0.40% 5.11% -3.62%
2023 3.72% -0.76% -4.09% 7.28%
2022 -5.42% -6.00% -4.32% 2.35%
2021 -3.10% 1.83% -0.00% -0.35%
2020 1.41% 5.15% 1.50% 1.89%
2019 3.43% 2.84% 1.91% 0.33%
2018 -0.79% -0.52% 0.45% -0.01%
2017 1.85% 1.10% 1.29% 0.59%
2016 3.96% 3.38% 2.13% -2.34%

2015 0.70% -1.60% -2.56% -0.78%
2014 3.54% 3.02% -0.78% 0.33%
2013 0.43% -3.59% 0.91% 1.51%
2012 2.47% 3.03% 3.65% 1.73%
2011 1.71% 2.04% 1.21% 2.52%
2010 2.88% 2.62% 5.14% -0.59%
2009 -0.56% 7.84% 7.26% 1.40%
2008 1.46% -0.78% -4.26% 4.39%
2007 1.73% -0.98% 3.14% 2.09%
2006 -0.06% -0.14% 3.73% 1.75%
2005 -1.16% 2.03% -0.23% 0.48%
2004 2.39% -2.83% 3.75% 1.81%
2003 2.30% 3.68% 0.30% 1.98%
2002 -1.70% -0.67% 1.43% 3.84%
2001 3.02% 0.09% 3.23% 0.16%
2000 1.58% 0.45% 2.00% 2.65%
1999 -0.04% -2.02% 0.88% 0.31%
1998 2.39% 1.86% 2.56% 0.98%
1997 -0.27% 4.26% 4.29% 1.84%
1996 -2.19% 0.52% 2.59% 4.27%
1995 5.13% 7.41% 2.50% 4.34%
1994 -3.32% -2.16% 1.33% -0.09%
1993 5.14% 3.10% 2.97% 0.41%
1992 -1.56% 3.94% 5.75% -0.70%
1991 3.04% 1.57% 6.28% 6.21%
1990 -0.76% 3.02% 0.88% 4.21%
1989 1.15% 6.43% 0.93% 2.97%
1988 3.78% 1.19% 1.93% 0.31%
1987 2.04% -2.62% -2.18% 4.33%
1986 7.17% 1.14% 3.07% 3.48%
1985 1.82% 8.15% 1.15% 6.30%
1984 0.36% -1.11% 5.95% 6.46%
1983 2.33% 0.60% 0.71% 0.97%
1982 4.14% 2.40% 13.20% 9.20%
1981 3.92% -0.73% -4.40% 9.25%
1980 -9.19% 16.01% -6.93% 0.54%
1979 1.50% 3.59% -0.86% -5.27%
1978 0.09% -0.52% 3.31% -1.96%
1977 -0.47% 3.25% 1.78% -0.64%
1976 3.53% 1.16% 4.10% 4.95%
1975 3.49% 3.16% -0.61% 5.28%
1974 -1.55% -5.19% -3.84% 4.72%

Rank in Category (By Total Return)

YTD 18
1-Month 23
3-Month 18
1-Year 95
3-Year 78
5-Year 73

Load Adjusted Returns

1-Year -0.53%
3-Year -1.18%
5-Year -0.49%
10-Year 1.33%

Performance & Risk

YTD Return 1.61%
5y Average Return -0.17%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Loomis Sayles Funds
Net Assets 7.91B
YTD Return 2.96%
Yield 3.90%
Morningstar Rating
Inception Date Feb 01, 2013

Fund Summary

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in bonds, which include debt securities of any maturity. In addition, it will invest at least 65% of its net assets in investment grade securities. The fund will generally seek to maintain an effective duration of +/- 2 years relative to the Bloomberg U.S. Aggregate Bond Index.

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