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Loomis Sayles Global Allocation N (LGMNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.88+0.12 (+0.48%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.01%
5-Year Average Return7.95%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 9, 2024)26.91%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return26.91%
Worst 3-Yr Total Return0.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLGMNXCategory
YTD2.68%8.60%
1-Month-3.95%0.11%
3-Month1.90%4.82%
1-Year16.47%25.33%
3-Year1.55%8.02%
5-Year7.00%8.06%
10-Year7.53%6.03%
Last Bull Market23.25%13.54%
Last Bear Market-15.95%-13.20%

Annual Total Return (%) History

Year
LGMNXCategory
2024
N/AN/A
2023
22.58%N/A
2022
-22.99%N/A
2021
14.51%N/A
2020
15.42%6.18%
2019
26.91%16.10%
2018
-4.92%-8.26%
2017
N/A14.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.90%N/AN/AN/A
20237.02%5.20%-2.98%12.22%
2022-10.55%-15.95%-6.11%9.09%
20211.45%7.16%-0.38%5.73%
2020-14.59%16.51%7.27%8.13%
201911.80%5.88%0.59%6.59%
20181.62%1.51%1.57%-9.26%
20175.88%4.02%4.60%N/A

Rank In Category (By Total Return)

YTD27
1-Month93
3-Month42
1-Year2
3-Year39
5-Year11

Load Adjusted Returns

1-Year16.47%
3-Year1.55%
5-Year7.00%
10-Year7.53%