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Loomis Sayles Global Growth C (LSCGX)

20.41 +0.09 (+0.44%)
At close: 8:00:50 PM EST

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.84%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return 28.36%
5y Average Return 12.50%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
LSCGXCategory AverageLSCGXCategory AverageLSCGXCategory Average
Alpha -0.38 0.04 0.6 0.04 -- 0.02
BETA 1.22 0.01 1.05 0.01 -- 0.01
Mean Annual Return 0.79 0.02 1.12 0.02 -- 0.01
R-squared 84.14 0.89 83.29 0.87 -- 0.88
Standard Deviation 21.93 0.19 20.19 0.15 -- 0.15
Sharpe Ratio 0.25 0.01 0.54 0.01 -- 0.01
Treynor Ratio 2.62 0.18 9.01 0.18 -- 0.11

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