Nasdaq - Delayed Quote USD

Loomis Sayles Growth Y (LSGRX)

31.01 +0.32 (+1.04%)
At close: 6:06 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 32.11%
5y Average Return 18.35%
Number of Years Up 24
Number of Years Down 8
Best 1Y Total Return (Nov 27, 2024) 51.42%
Worst 1Y Total Return (Nov 27, 2024) --
Best 3Y Total Return 51.42%
Worst 3Y Total Return 4.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSGRX
Category
YTD
22.94%
12.38%
1-Month
0.07%
5.09%
3-Month
5.74%
10.28%
1-Year
44.18%
41.70%
3-Year
10.77%
22.56%
5-Year
17.83%
21.98%
10-Year
15.70%
15.99%
Last Bull Market
31.82%
25.99%
Last Bear Market
-22.80%
-17.29%

Annual Total Return (%) History

Year
LSGRX
Category
2024
--
--
2023
51.42%
--
2022
-27.64%
--
2021
18.65%
--
2020
31.77%
35.86%
2019
31.72%
31.90%
2018
-2.48%
-2.09%
2017
32.64%
27.67%

2016
5.87%
3.23%
2015
10.02%
3.60%
2014
11.27%
10.00%
2013
35.36%
33.92%
2012
18.75%
15.34%
2011
0.72%
-2.46%
2010
15.70%
15.53%
2009
32.65%
35.68%
2008
-49.81%
-40.67%
2007
22.43%
13.35%
2006
-3.21%
7.05%
2005
10.85%
6.71%
2004
15.91%
7.81%
2003
32.55%
28.66%
2002
-23.05%
-27.64%
2001
-24.40%
-22.30%
2000
-16.12%
-13.05%
1999
42.53%
38.87%
1998
12.86%
34.55%
1997
24.51%
26.36%
1996
19.86%
19.76%
1995
30.91%
32.65%
1994
-3.65%
-2.45%
1993
9.22%
8.69%
1992
3.83%
5.92%
1991
--
40.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.40% 4.14% 4.97% --
2023 21.44% 13.51% -3.70% 14.07%
2022 -7.78% -22.80% -4.29% 6.20%
2021 2.94% 10.37% -2.13% 6.70%
2020 -11.40% 23.88% 10.58% 8.57%
2019 15.94% 5.19% -1.55% 9.70%
2018 0.58% 2.43% 7.12% -11.64%
2017 8.42% 8.46% 6.17% 6.23%
2016 -0.52% 3.06% 8.06% -4.44%
2015 3.05% -0.18% -2.50% 9.71%

2014 0.21% 4.31% 1.11% 5.29%
2013 9.66% 1.55% 9.31% 11.19%
2012 12.02% -4.17% 7.31% 3.09%
2011 2.01% 2.63% -11.04% 8.15%
2010 5.04% -12.73% 15.01% 9.74%
2009 -1.54% 9.14% 13.16% 9.09%
2008 -17.03% 2.95% -20.85% -25.76%
2007 2.53% 5.70% 6.71% 5.87%
2006 1.53% -10.09% 1.84% 4.11%
2005 -5.42% 5.91% 5.92% 4.47%
2004 2.55% 2.87% -4.10% 14.56%
2003 1.04% 12.63% 4.12% 11.87%
2002 -1.60% -10.39% -14.77% 2.40%
2001 -21.80% 2.71% -20.20% 17.97%
2000 11.01% -5.45% 4.17% -23.28%
1999 7.76% 5.51% -5.90% 33.22%
1998 6.41% 3.20% -16.01% 22.36%
1997 -3.27% 12.46% 17.20% -2.34%
1996 3.21% 8.69% 1.28% 5.50%
1995 6.72% 11.32% 9.83% 0.33%
1994 -3.92% -3.84% 4.24% 0.04%
1993 2.57% 2.66% 5.56% -1.73%
1992 -7.74% -4.60% 3.41% 14.09%
1991 15.76% 8.76% -- --

Rank in Category (By Total Return)

YTD 43
1-Month 23
3-Month 18
1-Year 35
3-Year 3
5-Year 21

Load Adjusted Returns

1-Year 44.18%
3-Year 10.77%
5-Year 17.83%
10-Year 15.70%

Performance & Risk

YTD Return 32.11%
5y Average Return 18.35%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Loomis Sayles Funds
Net Assets 14.71B
YTD Return 22.94%
Yield 0.00%
Morningstar Rating
Inception Date Sep 12, 2003

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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