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Loomis Sayles Ltd Term Govt and Agency Y (NELYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.68-0.01 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.57%
5-year average return1.04%
Number of years up25
Number of years down4
Best 1-yr total return (27 May 2024)8.08%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return8.08%
Worst 3-yr total return-0.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNELYXCategory
YTD-0.03%-0.40%
1-month-0.59%-0.16%
3-month-0.47%0.09%
1-year2.60%-0.08%
3-year-0.02%2.57%
5-year1.03%1.45%
10-year1.11%1.19%
Last bull market3.56%0.95%
Last bear market-0.92%1.33%

Annual total return (%) history

Year
NELYXCategory
2024
N/AN/A
2023
5.22%N/A
2022
-4.41%N/A
2021
-0.99%N/A
2020
3.43%3.11%
2019
3.48%3.25%
2018
1.39%1.14%
2017
1.09%0.56%
2016
0.95%0.55%
2015
0.47%0.17%
2014
1.87%0.96%
2013
-0.60%-0.79%
2012
3.41%1.06%
2011
2.85%2.09%
2010
5.38%3.04%
2009
8.08%3.29%
2008
4.87%4.80%
2007
5.52%5.87%
2006
4.12%3.67%
2005
1.33%1.26%
2004
2.13%1.46%
2003
1.83%1.45%
2002
8.62%6.85%
2001
7.01%7.26%
2000
9.28%8.30%
1999
-0.39%1.49%
1998
6.93%6.37%
1997
7.53%6.73%
1996
2.67%3.97%
1995
13.34%11.30%
1994
N/A-1.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.56%N/AN/AN/A
20232.02%-0.09%0.26%2.95%
2022-2.45%-0.92%-1.67%0.58%
2021-0.47%0.12%-0.15%-0.49%
20202.34%0.70%0.19%0.18%
20191.04%1.57%0.73%0.10%
2018-0.22%0.25%0.10%1.25%
20170.36%0.55%0.22%-0.04%
20161.10%0.77%-0.01%-0.91%
20150.73%0.01%0.41%-0.67%
20140.77%0.72%0.01%0.36%
20130.09%-1.07%0.20%0.19%
20120.90%0.62%1.61%0.24%
20110.50%0.88%0.43%1.00%
20102.28%1.61%1.18%0.22%
20091.65%2.14%3.07%0.99%
20081.92%-0.47%1.13%2.22%
20071.42%0.16%1.93%1.91%
20060.04%0.15%2.68%1.21%
2005-0.53%1.54%-0.22%0.54%
20041.75%-1.79%1.80%0.40%
20030.73%0.80%-0.05%0.34%
20020.21%3.66%3.46%1.07%
20012.46%0.52%4.19%-0.27%
20001.88%1.25%2.44%3.42%
1999-0.08%-1.01%0.70%0.01%
19981.13%1.95%4.71%-0.96%
19970.02%2.65%2.53%2.15%
1996-1.26%0.18%1.53%2.23%
19953.04%4.42%1.53%3.76%
1994-0.59%0.49%-0.09%N/A

Rank in category (by total return)

YTD40
1-month65
3-month43
1-year35
3-year19
5-year16

Load adjusted returns

1-year2.60%
3-year-0.02%
5-year1.03%
10-year1.11%