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Loomis Sayles Global Allocation C (LGMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.05+0.23 (+1.01%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.92%
5-Year Average Return6.12%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)40.99%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return40.99%
Worst 3-Yr Total Return-0.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLGMCXCategory
YTD2.39%8.60%
1-Month-4.02%0.11%
3-Month1.66%4.82%
1-Year15.24%25.33%
3-Year0.45%8.02%
5-Year5.86%8.06%
10-Year6.41%6.03%
Last Bull Market22.70%13.54%
Last Bear Market-16.19%-13.20%

Annual Total Return (%) History

Year
LGMCXCategory
2024
N/AN/A
2023
21.19%N/A
2022
-23.82%N/A
2021
13.26%N/A
2020
14.19%6.18%
2019
25.54%16.10%
2018
-5.93%-8.26%
2017
20.90%14.79%
2016
3.56%6.04%
2015
0.72%-4.15%
2014
2.49%1.54%
2013
15.10%10.07%
2012
14.31%10.74%
2011
-1.68%-3.99%
2010
20.48%10.58%
2009
40.99%24.37%
2008
-39.76%-28.98%
2007
25.23%11.39%
2006
N/A16.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.67%N/AN/AN/A
20236.73%4.93%-3.29%11.89%
2022-10.79%-16.19%-6.34%8.79%
20211.18%6.87%-0.67%5.45%
2020-14.83%16.20%6.97%7.85%
201911.49%5.56%0.34%6.31%
20181.37%1.22%1.33%-9.52%
20175.72%5.66%3.75%4.32%
20160.06%0.90%5.00%-2.31%
20153.40%0.05%-5.21%2.71%
2014-0.10%4.61%-2.21%0.29%
20133.89%-1.53%5.76%6.38%
201211.27%-4.07%5.56%1.46%
20114.94%2.73%-14.96%7.25%
20103.88%-6.35%16.35%6.44%
2009-2.80%19.58%14.62%5.83%
2008-10.39%2.13%-19.85%-17.89%
20072.72%6.61%8.13%5.76%
2006-5.05%3.41%8.09%N/A

Rank In Category (By Total Return)

YTD31
1-Month94
3-Month49
1-Year3
3-Year58
5-Year23

Load Adjusted Returns

1-Year14.24%
3-Year0.45%
5-Year5.86%
10-Year6.41%