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Loomis Sayles Inflation Protected Secs Fund;Inst

Ranked 16 out of 44 in Inflation Protected Bond Funds over 36 months

All calculations are in USD unless stated

The Fund seeks high total investment return through a combination of current income and appreciation. The Fund invests 80% of its net assets in inflation protected securities. The Fund may invest in securities of any maturity and may also engage in futures transactions and foreign currency transactions.

sector performance

Inflation Protected Bond Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 3.6% 1.1% -0.1% 1.0% 1.5%
2016 4.4% 4.4% 1.6% 0.8% -2.3%
2015 -1.5% 1.6% -1.0% -1.3% -0.8%
2014 1.8% 1.3% 3.0% -2.3% -0.2%
2013 -8.2% -0.4% -6.9% 1.0% -2.0%
2012 7.0% 0.7% 3.6% 1.9% 0.7%
2011 12.9% 2.0% 3.1% 4.6% 2.6%
2010 7.0% 0.7% 3.7% 3.0% -0.6%
2009 12.3% 3.7% 2.3% 3.9% 1.9%
2008 -4.4% 4.1% 0.0% -5.6% -2.8%
2007 10.6% 2.4% -0.8% 4.3% 4.4%
2006 0.6% -2.2% -0.2% 3.9% -0.9%
2005 2.0% -0.6% 2.8% -0.2% 0.0%
2004 4.4% 2.9% -3.2% 3.6% 1.1%
2003 3.0% 1.7% 2.3% -0.2% -0.9%
2002 14.2% -0.1% 5.2% 8.3% 0.4%
2001 4.7% 1.3% -1.2% 5.8% -1.2%
2000 17.7% 5.7% 1.5% 2.9% 6.5%
1999 -4.5% -2.0% -1.6% 0.3% -1.3%
1998 9.3% 1.3% 3.1% 4.9% -0.3%
1997 12.7% -2.5% 5.3% 5.2% 4.4%
1996 1.3% -4.7% 0.0% 1.8% 4.4%
1995 23.0% 5.6% 7.3% 3.0% 5.4%
1994 -6.3% -5.2% -2.8% -0.1% 1.8%
1993 15.7% 5.7% 4.7% 5.5% -0.9%
1992 8.8% -3.3% 4.3% 7.0% 0.8%
1991 7.2% 7.5%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date20/05/1991
  • Share Class size25Mn
  • Base currencyUSD
  • ISINUS5434957669

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.03%