Nasdaq - Delayed Quote USD

Loomis Sayles Growth Fund (LGRCX)

21.81
+0.08
+(0.37%)
At close: 4:25:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.74%
5y Average Return 16.19%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (May 28, 2025) 49.85%
Worst 1Y Total Return (May 28, 2025) --
Best 3Y Total Return 49.85%
Worst 3Y Total Return 3.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LGRCX
Category
YTD
-8.48%
12.38%
1-Month
1.18%
5.09%
3-Month
-11.99%
10.28%
1-Year
15.20%
41.70%
3-Year
18.38%
22.56%
5-Year
15.17%
21.98%
10-Year
13.73%
15.99%
Last Bull Market
25.20%
25.99%
Last Bear Market
-22.94%
-17.29%

Annual Total Return (%) History

Year
LGRCX
Category
2025
--
--
2024
33.02%
--
2023
49.85%
--
2022
-28.33%
--
2021
17.45%
--
2020
30.42%
35.86%
2019
30.46%
31.90%
2018
-3.45%
-2.09%

2017
31.40%
27.67%
2016
4.76%
3.23%
2015
8.88%
3.60%
2014
10.14%
10.00%
2013
34.08%
33.92%
2012
17.71%
15.34%
2011
-0.37%
-2.46%
2010
14.35%
15.53%
2009
31.55%
35.68%
2008
-50.49%
-40.67%
2007
20.91%
13.35%
2006
-4.20%
7.05%
2005
9.75%
6.71%
2004
14.63%
7.81%
2003
--
28.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.55% -- -- --
2024 12.08% 3.93% 4.67% 9.09%
2023 21.11% 13.24% -3.94% 13.74%
2022 -8.02% -22.94% -4.63% 6.02%
2021 2.71% 10.03% -2.35% 6.43%
2020 -11.68% 23.59% 10.28% 8.33%
2019 15.67% 4.89% -1.76% 9.45%
2018 0.37% 2.16% 6.84% -11.87%
2017 8.25% 8.16% 5.90% 5.97%
2016 -0.70% 2.81% 7.80% -4.81%

2015 2.71% -0.42% -2.75% 9.48%
2014 0.00% 3.94% 0.92% 5.01%
2013 9.44% 1.32% 8.95% 10.99%
2012 11.84% -4.37% 7.03% 2.83%
2011 1.87% 2.39% -11.31% 7.69%
2010 4.71% -12.88% 14.32% 9.65%
2009 -1.69% 8.88% 12.63% 9.11%
2008 -17.29% 2.70% -21.02% -26.20%
2007 2.19% 5.45% 6.42% 5.44%
2006 1.45% -10.51% 1.60% 3.85%
2005 -5.50% 5.63% 5.51% 4.21%
2004 2.44% 2.58% -4.45% 14.17%
2003 11.56% -- -- --

Rank in Category (By Total Return)

YTD 70
1-Month 63
3-Month 84
1-Year 19
3-Year 1
5-Year 37

Load Adjusted Returns

1-Year 14.20%
3-Year 18.38%
5-Year 15.17%
10-Year 13.73%

Performance & Risk

YTD Return 0.74%
5y Average Return 16.19%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Loomis Sayles Funds
Net Assets 14.59B
YTD Return -8.48%
Yield 0.00%
Morningstar Rating
Inception Date Sep 12, 2003

Fund Summary

Under normal market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. It focuses on stocks of large capitalization companies, but the fund may invest in companies of any size. It normally invests across a wide range of sectors and industries.

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