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Nasdaq - Delayed Quote USD

Loomis Sayles Growth Fund (LGRRX)

21.61
+0.08
+(0.37%)
At close: 8:01:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -18.32%
5y Average Return 16.75%
Number of Years Up 21
Number of Years Down 7
Best 1Y Total Return (Apr 4, 2025) 51.03%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 51.03%
Worst 3Y Total Return 3.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LGRRX
Category
YTD
-9.41%
12.38%
1-Month
-8.51%
5.09%
3-Month
-9.41%
10.28%
1-Year
8.14%
41.70%
3-Year
12.85%
22.56%
5-Year
18.41%
21.98%
10-Year
14.64%
15.99%
Last Bull Market
25.70%
25.99%
Last Bear Market
-22.84%
-17.29%

Annual Total Return (%) History

Year
LGRRX
Category
2025
--
--
2024
34.05%
--
2023
51.03%
--
2022
-27.79%
--
2021
18.36%
--
2020
31.41%
35.86%
2019
31.40%
31.90%
2018
-2.72%
-2.09%

2017
32.29%
27.67%
2016
5.67%
3.23%
2015
9.65%
3.60%
2014
11.06%
10.00%
2013
35.09%
33.92%
2012
18.54%
15.34%
2011
0.32%
-2.46%
2010
15.34%
15.53%
2009
32.16%
35.68%
2008
-50.07%
-40.67%
2007
21.88%
13.35%
2006
-3.49%
7.05%
2005
10.53%
6.71%
2004
15.62%
7.81%
2003
32.17%
28.66%
2002
-23.09%
-27.64%
2001
-24.76%
-22.30%
2000
-16.22%
-13.05%
1999
42.59%
38.87%
1998
12.25%
34.55%
1997
24.21%
26.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.41% -- -- --
2024 12.30% 4.09% 4.91% 9.31%
2023 21.31% 13.50% -3.78% 14.00%
2022 -7.85% -22.84% -4.36% 6.18%
2021 2.89% 10.27% -2.17% 6.65%
2020 -11.51% 23.84% 10.51% 8.52%
2019 15.86% 5.10% -1.60% 9.66%
2018 0.55% 2.32% 7.07% -11.69%
2017 8.34% 8.35% 6.12% 6.19%
2016 -0.56% 3.07% 7.94% -4.49%

2015 2.93% -0.29% -2.56% 9.65%
2014 0.22% 4.12% 1.07% 5.30%
2013 9.64% 1.51% 9.20% 11.15%
2012 12.04% -4.11% 7.08% 3.04%
2011 1.95% 2.61% -11.19% 7.98%
2010 4.91% -12.67% 14.73% 9.73%
2009 -1.62% 9.07% 12.85% 9.15%
2008 -17.14% 2.77% -20.76% -26.00%
2007 2.30% 5.63% 6.70% 5.71%
2006 1.59% -10.31% 1.74% 4.11%
2005 -5.44% 5.75% 5.79% 4.48%
2004 2.64% 2.77% -4.23% 14.46%
2003 0.80% 12.77% 4.01% 11.79%
2002 -1.44% -10.46% -14.72% 2.19%
2001 -21.90% 2.63% -20.25% 17.72%
2000 10.91% -5.51% 4.08% -23.18%
1999 7.94% 5.47% -5.95% 33.18%
1998 6.20% 3.29% -16.08% 21.94%
1997 -3.27% 12.31% 17.15% -2.40%

Rank in Category (By Total Return)

YTD 59
1-Month 62
3-Month 59
1-Year 18
3-Year 2
5-Year 31

Load Adjusted Returns

1-Year 1.92%
3-Year 10.65%
5-Year 17.02%
10-Year 13.97%

Performance & Risk

YTD Return -18.32%
5y Average Return 16.75%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Loomis Sayles Funds
Net Assets 14.11B
YTD Return -9.41%
Yield 0.00%
Morningstar Rating
Inception Date May 16, 1991

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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