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Loomis Sayles Inflation Protected Secs Fund;Inst

Ranked 23 out of 45 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 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.1%
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 13.5% -0.1% 5.2% 8.3% -0.2%
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 5.4%

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 size39Mn
  • Base currencyUSD
  • ISINUS5434957669

Purchase Info

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

Charges

  • Annual management0.03%