Nasdaq - Delayed Quote USD
Loomis Sayles Global Growth Y (LSGGX)
At close: 8:00 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 | 36.10% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LSGGX | Category Average | LSGGX | Category Average | LSGGX | Category Average | |
| Alpha | -0.05 | 0.04 | 1.38 | 0.04 | -- | 0.02 |
| BETA | 1.22 | 0.01 | 1.05 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.61 | 0.02 | 1.16 | 0.02 | -- | 0.01 |
| R-squared | 84.05 | 0.89 | 83.25 | 0.87 | -- | 0.88 |
| Standard Deviation | 21.89 | 0.19 | 20.13 | 0.15 | -- | 0.15 |
| Sharpe Ratio | 0.15 | 0.01 | 0.57 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0.88 | 0.18 | 9.62 | 0.18 | -- | 0.11 |
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