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Loomis Sayles Growth Y (LSGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.72-0.15 (-0.60%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.41%
5-Year Average Return14.98%
Number of Years Up24
Number of Years Down8
Best 1 Yr Total Return (Apr 17, 2024)51.42%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return51.42%
Worst 3-Yr Total Return4.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSGRXCategory
YTD12.40%12.38%
1-Month2.07%5.09%
3-Month12.40%10.28%
1-Year40.15%41.70%
3-Year12.39%22.56%
5-Year16.95%21.98%
10-Year15.55%15.99%
Last Bull Market32.52%25.99%
Last Bear Market-22.80%-17.29%

Annual Total Return (%) History

Year
LSGRXCategory
2024
N/AN/A
2023
51.42%N/A
2022
-27.64%N/A
2021
18.65%N/A
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
N/A40.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.40%N/AN/AN/A
202321.44%13.51%-3.70%14.07%
2022-7.78%-22.80%-4.29%6.20%
20212.94%10.37%-2.13%6.70%
2020-11.40%23.88%10.58%8.57%
201915.94%5.19%-1.55%9.70%
20180.58%2.43%7.12%-11.64%
20178.42%8.46%6.17%6.23%
2016-0.52%3.06%8.06%-4.44%
20153.05%-0.18%-2.50%9.71%
20140.21%4.31%1.11%5.29%
20139.66%1.55%9.31%11.19%
201212.02%-4.17%7.31%3.09%
20112.01%2.63%-11.04%8.15%
20105.04%-12.73%15.01%9.74%
2009-1.54%9.14%13.16%9.09%
2008-17.03%2.95%-20.85%-25.76%
20072.53%5.70%6.71%5.87%
20061.53%-10.09%1.84%4.11%
2005-5.42%5.91%5.92%4.47%
20042.55%2.87%-4.10%14.56%
20031.04%12.63%4.12%11.87%
2002-1.60%-10.39%-14.77%2.40%
2001-21.80%2.71%-20.20%17.97%
200011.01%-5.45%4.17%-23.28%
19997.76%5.51%-5.90%33.22%
19986.41%3.20%-16.01%22.36%
1997-3.27%12.46%17.20%-2.34%
19963.21%8.69%1.28%5.50%
19956.72%11.32%9.83%0.33%
1994-3.92%-3.84%4.24%0.04%
19932.57%2.66%5.56%-1.73%
1992-7.74%-4.60%3.41%14.09%
199115.76%8.76%N/AN/A

Rank In Category (By Total Return)

YTD47
1-Month50
3-Month47
1-Year37
3-Year12
5-Year23

Load Adjusted Returns

1-Year40.15%
3-Year12.39%
5-Year16.95%
10-Year15.55%