Nasdaq - Delayed Quote USD
Loomis Sayles Global Growth Y (LSGGX)
19.53
+0.03
+(0.15%)
At close: 8:01:28 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.69% |
| 5y Average Return | 12.74% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 15, 2025) | 36.10% |
| Worst 1Y Total Return (Apr 15, 2025) | -- |
| Best 3Y Total Return | 36.10% |
| Worst 3Y Total Return | 2.01% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LSGGX
Category
- YTD
- -3.34%
- 9.95%
- 1-Month
- -7.12%
- 2.98%
- 3-Month
- -3.34%
- 8.22%
- 1-Year
- 11.09%
- 40.81%
- 3-Year
- 9.66%
- 19.17%
- 5-Year
- 14.87%
- 18.49%
- 10-Year
- 0.00%
- 11.83%
- Last Bull Market
- 23.30%
- 21.12%
- Last Bear Market
- -19.88%
- -20.34%
Annual Total Return (%) History
Year
LSGGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.34% | -- | -- | -- |
| 2024 | 6.62% | 3.51% | 8.01% | 2.80% |
| 2023 | 17.29% | 8.15% | -7.35% | 15.80% |
| 2022 | -9.42% | -19.88% | -4.53% | 6.97% |
| 2021 | 2.86% | 7.06% | -4.17% | 0.31% |
| 2020 | -14.45% | 26.23% | 10.71% | 13.20% |
| 2019 | 17.84% | 5.34% | -2.26% | 7.63% |
| 2018 | 0.23% | 1.89% | 4.45% | -12.53% |
| 2017 | 8.79% | 8.44% | 6.06% | 5.50% |
| 2016 | 3.70% | 8.00% | -5.28% | -- |
Rank in Category (By Total Return)
| YTD | 53 |
| 1-Month | 76 |
| 3-Month | 53 |
| 1-Year | 8 |
| 3-Year | 11 |
| 5-Year | 25 |
Load Adjusted Returns
| 1-Year | 11.09% |
| 3-Year | 9.66% |
| 5-Year | 14.87% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -6.69% |
| 5y Average Return | 12.74% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.26 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Loomis Sayles Funds |
| Net Assets | 106.77M |
| YTD Return | -3.34% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 31, 2017 |
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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