Nasdaq - Delayed Quote USD

Loomis Sayles Growth Fund (LGRNX)

31.11 +0.32 (+1.04%)
At close: 6:05 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 32.20%
5y Average Return 18.46%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Nov 27, 2024) 51.61%
Worst 1Y Total Return (Nov 27, 2024) --
Best 3Y Total Return 51.61%
Worst 3Y Total Return 4.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LGRNX
Category
YTD
23.01%
12.38%
1-Month
0.07%
5.09%
3-Month
5.76%
10.28%
1-Year
44.35%
41.70%
3-Year
10.87%
22.56%
5-Year
17.93%
21.98%
10-Year
15.81%
15.99%
Last Bull Market
31.85%
25.99%
Last Bear Market
-22.75%
-17.29%

Annual Total Return (%) History

Year
LGRNX
Category
2024
--
--
2023
51.61%
--
2022
-27.56%
--
2021
18.70%
--
2020
31.88%
35.86%
2019
31.85%
31.90%
2018
-2.39%
-2.09%
2017
32.76%
27.67%

2016
6.04%
3.23%
2015
10.01%
3.60%
2014
11.12%
10.00%
2013
--
33.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.37% 4.20% 4.99% --
2023 21.47% 13.59% -3.69% 14.09%
2022 -7.75% -22.75% -4.34% 6.25%
2021 2.94% 10.37% -2.09% 6.70%
2020 -11.40% 23.89% 10.64% 8.60%
2019 15.96% 5.19% -1.49% 9.73%
2018 0.64% 2.43% 7.19% -11.67%
2017 8.51% 8.46% 6.17% 6.24%
2016 -0.44% 3.15% 8.06% -4.46%
2015 2.96% -0.09% -2.50% 9.70%

2014 0.11% 4.21% 1.11% 5.35%
2013 1.42% 9.32% 11.12% --

Rank in Category (By Total Return)

YTD 42
1-Month 23
3-Month 17
1-Year 34
3-Year 3
5-Year 20

Load Adjusted Returns

1-Year 44.35%
3-Year 10.87%
5-Year 17.93%
10-Year 15.81%

Performance & Risk

YTD Return 32.20%
5y Average Return 18.46%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Loomis Sayles Funds
Net Assets 14.71B
YTD Return 23.01%
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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