Nasdaq - Delayed Quote USD

Loomis Sayles Global Growth A (LSAGX)

20.08 -0.34 (-1.67%)
At close: 8:05 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 20.63%
5y Average Return 12.69%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Nov 18, 2024) 35.86%
Worst 1Y Total Return (Nov 18, 2024) --
Best 3Y Total Return 35.86%
Worst 3Y Total Return 1.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSAGX
Category
YTD
17.12%
9.95%
1-Month
-1.55%
2.98%
3-Month
7.36%
8.22%
1-Year
40.61%
40.81%
3-Year
4.81%
19.17%
5-Year
12.37%
18.49%
10-Year
0.00%
11.83%
Last Bull Market
27.91%
21.12%
Last Bear Market
-19.99%
-20.34%

Annual Total Return (%) History

Year
LSAGX
Category
2024
--
--
2023
35.86%
--
2022
-26.12%
--
2021
5.58%
--
2020
35.02%
32.67%
2019
30.21%
30.40%
2018
-6.95%
-7.79%
2017
31.75%
30.22%

2016
--
2.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.54% 3.40% 7.99% --
2023 17.21% 8.20% -7.45% 15.76%
2022 -9.47% -19.99% -4.51% 6.83%
2021 2.77% 7.01% -4.21% 0.21%
2020 -14.52% 26.13% 10.65% 13.18%
2019 17.79% 5.20% -2.27% 7.52%
2018 0.15% 1.74% 4.46% -12.59%
2017 8.70% 8.45% 5.99% 5.44%
2016 3.50% 8.12% -5.43% --

Rank in Category (By Total Return)

YTD 33
1-Month 26
3-Month 7
1-Year 19
3-Year 19
5-Year 28

Load Adjusted Returns

1-Year 32.53%
3-Year 2.76%
5-Year 11.05%
10-Year --

Performance & Risk

YTD Return 20.63%
5y Average Return 12.69%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Loomis Sayles Funds
Net Assets 102.26M
YTD Return 17.12%
Yield 0.00%
Morningstar Rating
Inception Date Mar 31, 2016

Fund Summary

Under normal market conditions, the fund will invest primarily in equity securities, including common stocks and depositary receipts. It will invest in securities that provide exposure to no fewer than three countries, which will include the U.S. In addition, the fund will invest at least 40% of its assets in securities of companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or companies that have been formed under the laws of non-U.S. countries.

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