Canada markets open in 2 hours 13 minutes

Loomis Sayles Growth Fund (LGRRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
22.25-0.04 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.46%
5-Year Average Return14.46%
Number of Years Up20
Number of Years Down7
Best 1 Yr Total Return (Apr 23, 2024)51.03%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return51.03%
Worst 3-Yr Total Return3.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLGRRXCategory
YTD12.30%12.38%
1-Month2.00%5.09%
3-Month12.30%10.28%
1-Year39.80%41.70%
3-Year12.10%22.56%
5-Year16.65%21.98%
10-Year15.25%15.99%
Last Bull Market32.26%25.99%
Last Bear Market-22.84%-17.29%

Annual Total Return (%) History

Year
LGRRXCategory
2024
N/AN/A
2023
51.03%N/A
2022
-27.79%N/A
2021
18.36%N/A
2020
31.41%35.86%
2019
31.40%31.90%
2018
-2.72%-2.09%
2017
32.29%27.67%
2016
5.67%3.23%
2015
9.65%3.60%
2014
11.06%10.00%
2013
35.09%33.92%
2012
18.54%15.34%
2011
0.32%-2.46%
2010
15.34%15.53%
2009
32.16%35.68%
2008
-50.07%-40.67%
2007
21.88%13.35%
2006
-3.49%7.05%
2005
10.53%6.71%
2004
15.62%7.81%
2003
32.17%28.66%
2002
-23.09%-27.64%
2001
-24.76%-22.30%
2000
-16.22%-13.05%
1999
42.59%38.87%
1998
12.25%34.55%
1997
24.21%26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.30%N/AN/AN/A
202321.31%13.50%-3.78%14.00%
2022-7.85%-22.84%-4.36%6.18%
20212.89%10.27%-2.17%6.65%
2020-11.51%23.84%10.51%8.52%
201915.86%5.10%-1.60%9.66%
20180.55%2.32%7.07%-11.69%
20178.34%8.35%6.12%6.19%
2016-0.56%3.07%7.94%-4.49%
20152.93%-0.29%-2.56%9.65%
20140.22%4.12%1.07%5.30%
20139.64%1.51%9.20%11.15%
201212.04%-4.11%7.08%3.04%
20111.95%2.61%-11.19%7.98%
20104.91%-12.67%14.73%9.73%
2009-1.62%9.07%12.85%9.15%
2008-17.14%2.77%-20.76%-26.00%
20072.30%5.63%6.70%5.71%
20061.59%-10.31%1.74%4.11%
2005-5.44%5.75%5.79%4.48%
20042.64%2.77%-4.23%14.46%
20030.80%12.77%4.01%11.79%
2002-1.44%-10.46%-14.72%2.19%
2001-21.90%2.63%-20.25%17.72%
200010.91%-5.51%4.08%-23.18%
19997.94%5.47%-5.95%33.18%
19986.20%3.29%-16.08%21.94%
1997-3.27%12.31%17.15%-2.40%

Rank In Category (By Total Return)

YTD48
1-Month53
3-Month48
1-Year38
3-Year14
5-Year26

Load Adjusted Returns

1-Year31.76%
3-Year9.91%
5-Year15.28%
10-Year14.57%