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Loomis Sayles Funds - Bond Fund Institutional Class (trust I): (MF: LSBDX)

(NASDAQ Mutual Funds) As of Apr 14, 2026 05:23 PM ET

$12.18 USD

+0.05 (0.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.69 86
3 months -0.69 86
6 months 0.80 61
1 Year 5.89 14
3 Year 6.64 18
5 Year 2.71 29
10 Year 3.55 23

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 97.98
Bear Market (10/07 - 2/09) -24.10
Bull Market (2/09 - 3/21) 189.03

Load Adjusted Returns as of Mar 31, 2026

1 Year 5.88
5 Year 2.70
10 Year 3.55
Since Inception 7.55

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.69 NA NA NA
2025 2.35 2.69 2.27 1.51
2024 0.86 0.25 6.72 -1.13
2023 3.01 -0.39 -1.90 7.34
2022 -5.12 -7.78 -2.69 2.78
2021 -1.24 4.06 0.17 0.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.699.136.698.04-12.493.222.1011.58-2.897.448.66
% Total Return Rel to Index -0.151.755.432.520.524.77-5.402.86-2.903.896.00
% Total Return Rel to Peer 0.032.112.821.65-2.962.55-3.833.60-1.743.433.52
% Perf Quintile vs Peer* 3.001.001.002.003.001.005.001.005.001.001.00
% Dividends 0.150.560.640.590.580.390.440.510.440.510.28
% Yield 0.824.474.754.705.012.813.193.623.353.552.06
Capital Gains ($) 0.000.000.000.000.000.000.070.020.040.290.14
Expense Ratio 0.000.640.660.670.670.670.670.670.660.660.66

* 1 = Top 20%, 5 = Bottom 20%