Nasdaq - Delayed Quote USD

Loomis Sayles Global Growth Y (LSGGX)

20.44 -0.34 (-1.64%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 21.60%
5y Average Return 13.40%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Nov 6, 2024) 36.10%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 36.10%
Worst 3Y Total Return 2.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSGGX
Category
YTD
17.39%
9.95%
1-Month
-1.52%
2.98%
3-Month
7.45%
8.22%
1-Year
41.00%
40.81%
3-Year
5.08%
19.17%
5-Year
12.65%
18.49%
10-Year
0.00%
11.83%
Last Bull Market
28.06%
21.12%
Last Bear Market
-19.88%
-20.34%

Annual Total Return (%) History

Year
LSGGX
Category
2024
--
--
2023
36.10%
--
2022
-25.90%
--
2021
5.86%
--
2020
35.33%
32.67%
2019
30.58%
30.40%
2018
-6.71%
-7.79%
2017
32.00%
30.22%

2016
--
2.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.62% 3.51% 8.01% --
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 32
1-Month 25
3-Month 6
1-Year 17
3-Year 16
5-Year 26

Load Adjusted Returns

1-Year 41.00%
3-Year 5.08%
5-Year 12.65%
10-Year --

Performance & Risk

YTD Return 21.60%
5y Average Return 13.40%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Loomis Sayles Funds
Net Assets 102.26M
YTD Return 17.39%
Yield 0.00%
Morningstar Rating
Inception Date Mar 31, 2016

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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