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Loomis Sayles Inflation Protected Securities Fund Insti Class: (MF: LSGSX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:08 PM ET

$9.76 USD

+0.02 (0.21%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.09 55
3 months 0.09 55
6 months 0.19 73
1 Year 2.97 65
3 Year 2.96 56
5 Year 1.08 51
10 Year 2.67 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 18.73
Bear Market (10/07 - 2/09) -3.71
Bull Market (2/09 - 3/21) 86.32

Load Adjusted Returns as of Mar 31, 2026

1 Year 2.96
5 Year 1.07
10 Year 2.67
Since Inception 5.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.09 NA NA NA
2025 3.94 0.50 2.25 0.09
2024 -0.05 0.83 4.20 -3.06
2023 3.44 -1.58 -2.69 4.61
2022 -3.25 -6.73 -4.83 1.94
2021 -1.60 3.27 1.47 1.83

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.096.921.803.63-12.465.0013.968.63-2.233.614.38
% Total Return Rel to Index -0.19-0.450.54-1.890.556.556.46-0.08-2.240.061.72
% Total Return Rel to Peer -0.040.76-0.24-0.59-2.093.776.652.04-1.451.151.88
% Perf Quintile vs Peer* 3.002.003.004.004.002.001.001.005.001.002.00
% Dividends 0.010.450.330.370.790.520.110.200.280.240.15
% Yield 0.004.634.724.658.044.260.961.912.832.321.44
Capital Gains ($) 0.000.000.000.000.000.140.000.000.000.000.00
Expense Ratio 0.000.400.400.400.400.400.400.400.400.400.40

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