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Loomis Sayles Global Bond N (LSGNX)

14.75 -0.11 (-0.74%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.41%
5y Average Return -0.93%
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return (Oct 21, 2024) 13.57%
Worst 1Y Total Return (Oct 21, 2024) --
Best 3Y Total Return 13.57%
Worst 3Y Total Return -5.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSGNX
Category
YTD
3.34%
-2.30%
1-Month
1.74%
-0.73%
3-Month
7.05%
1.24%
1-Year
12.28%
4.82%
3-Year
-3.60%
3.59%
5-Year
-0.35%
2.35%
10-Year
0.75%
1.33%
Last Bull Market
7.73%
3.79%
Last Bear Market
-9.61%
-1.46%

Annual Total Return (%) History

Year
LSGNX
Category
2024
--
--
2023
5.46%
--
2022
-17.13%
--
2021
-4.87%
--
2020
13.57%
8.35%
2019
6.79%
6.73%
2018
-2.36%
-1.48%
2017
8.92%
6.87%

2016
3.75%
3.63%
2015
-4.99%
-4.00%
2014
0.46%
1.72%
2013
--
-2.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -2.25% -1.25% 7.05% --
2023 2.73% -1.61% -3.98% 8.65%
2022 -5.95% -9.61% -7.21% 5.05%
2021 -4.45% 1.59% -1.23% -0.78%
2020 -2.93% 7.31% 3.55% 5.29%
2019 2.54% 3.20% 0.18% 0.74%
2018 1.56% -3.49% -0.67% 0.28%
2017 2.55% 2.86% 2.35% 0.88%
2016 5.39% 3.32% 2.04% -6.62%
2015 -1.66% -1.63% -0.73% -1.07%

2014 2.44% 2.57% -3.13% -1.30%
2013 -3.52% 2.19% -0.09% --

Rank in Category (By Total Return)

YTD 63
1-Month 46
3-Month 41
1-Year 44
3-Year 75
5-Year 43

Load Adjusted Returns

1-Year 12.28%
3-Year -3.60%
5-Year -0.35%
10-Year 0.75%

Performance & Risk

YTD Return 0.41%
5y Average Return -0.93%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category World Bond
Fund Family Loomis Sayles Funds
Net Assets 371.53M
YTD Return 3.34%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 1996

Fund Summary

The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities (for example, bonds and other investments that Loomis Sayles believes have similar economic characteristics, such as notes, debentures and loans). It invests primarily in investment-grade fixed-income securities worldwide, although the fund may invest up to 20% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds").

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