Total Returns for Loomis Sayles Bond Retail (LSBRX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

    You need a current version of Adobe Flash Player plugin to view this chart.

    Get Adobe Flash player

  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    32.17% 7.27 25.93 13 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -22.12% 8.26% 10.99% 4.01% 11.02%
    +/- Category -6.71 3.81 4.09 1.89 2.64
    +/- Index -27.36 1.29 6.66 1.58 6.68
    Rank in Category 85 12 5 14 10
    # of Funds in Category 215 183 173 167 162
    2003 2002 2001 2000 1999
    Total Returns Per Year 28.83% 13.18% 2.29% 4.09% 4.23%
    +/- Category 12.65 6.42 -1.93 2.36 1.34
    +/- Index 24.73 2.93 -6.15 -7.54 5.05
    Rank in Category 8 8 78 95 2
    # of Funds in Category 170 189 170 160 132
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- Barclays US Aggregate Bond TR USD # of Funds
    1-Day -0.45% — — 219
    1-Week 0.64% 3 — 219
    1-Month 1.72% 9 0.16% 216
    3-Month 7.50% 12 4.55% 210
    Year-to-date 35.07% 13 25.93% 196
    1-Year 46.99% 11 27.18% 182
    3-Year Annualized 4.42% 51 -2.34% 126
    5-Year Annualized 5.85% 24 0.84% 106
    10-Year Annualized 8.55% 9 2.25% 29
    Since Inception 8.09% — — —
    Inception Date 12/31/1996
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/27/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 4.26% 0.66%
    3-Month 12.22% 7.15%
    Year-to-date 31.31% 32.17%
    1-Year 19.46% 40.97%
    3-Year Annualized 4.37% 4.01%
    5-Year Annualized 6.19% 5.89%
    10-Year Annualized 8.50% 8.55%
    Since Inception 8.09% 8.09%
    Inception Date 12/31/1996
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure -9.56%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 32.17% 40.97% 4.01% 5.89% 8.55% 8.09%
    On Distribution* 29.70% 37.04% 1.46% 3.43% 5.86% 5.22%
    Rank in Category 12 6 53 28 8 —
    On Distribution & Sales of Shares* 20.68% 26.34% 1.91% 3.57% 5.69% 5.15%
    Rank in Category 12 6 53 25 8 —
    Tax Cost Ratio — — 2.45% 2.32% 2.49% —
    Data as of 10/31/2009
    * After Tax