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LGRRX: LOOMIS SAYLES GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 23.51 0.02(0.08%) March 27
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (27%) |
Start Date: | 02/11/2003 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 12.24% |
Expenses | 1.65% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/11/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 12.5 | 45.9 | 12.7 | 16.8 | 15.2 | 16.7 | 10.6 | 11.7 | 50.9 | -28.0 | 18.4 | 31.4 | 31.4 | -2.7 | 32.2 | 5.7 | 9.7 | 11.1 | 35.1 | 18.6 | 0.3 | 15.3 | 32.2 | -50.1 | 21.9 | -3.5 | 10.5 | 15.6 | 36.9 |
Sharpe Ratio | NA | 4.3 | 2.81 | 0.45 | 0.67 | 0.74 | NA | NA | 0.53 | 2.66 | -0.96 | 1.23 | 0.97 | 2.17 | -0.21 | 3.65 | 0.38 | 0.63 | 0.9 | 2.88 | 1.38 | 0.01 | 0.74 | 1.22 | -1.23 | 0.98 | -0.47 | 0.62 | 0.99 | 2.19 |
Draw Down(%) | NA | 2.5 | 12.4 | 34.9 | 34.9 | 34.9 | NA | NA | 58.3 | 12.4 | 33.1 | 7.8 | 26.4 | 8.6 | 17.5 | 3.0 | 11.9 | 11.1 | 7.2 | 6.6 | 10.8 | 17.1 | 18.2 | 17.9 | 56.5 | 11.6 | 18.7 | 10.9 | 12.3 | 5.6 |
Standard Deviation(%) | NA | 15.8 | 16.0 | 22.1 | 23.2 | 19.3 | NA | NA | 20.4 | 17.7 | 30.7 | 14.9 | 31.9 | 13.8 | 18.9 | 8.7 | 14.2 | 15.2 | 12.3 | 12.2 | 13.5 | 23.3 | 20.7 | 26.3 | 41.2 | 19.3 | 14.5 | 13.4 | 14.8 | 19.1 |
Treynor Ratio | NA | 0.83 | 0.5 | 0.13 | 0.2 | 0.18 | NA | NA | 0.12 | 0.52 | -0.36 | 0.3 | 0.36 | 0.5 | -0.05 | 0.36 | 0.06 | 0.11 | 0.13 | 0.37 | 0.22 | 0.0 | 0.15 | 0.31 | -0.47 | 0.17 | -0.06 | 0.08 | 0.15 | 0.42 |
Alpha | NA | 0.03 | 0.02 | 0.03 | 0.01 | 0.01 | NA | NA | 0.0 | 0.03 | 0.03 | 0.04 | -0.05 | 0.02 | -0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.07 | 0.04 | -0.02 | 0.0 | 0.03 | 0.01 |
Beta | NA | 0.82 | 0.89 | 0.8 | 0.79 | 0.82 | NA | NA | 0.91 | 0.91 | 0.81 | 0.61 | 0.87 | 0.6 | 0.88 | 0.88 | 0.92 | 0.9 | 0.85 | 0.96 | 0.86 | 0.86 | 1.04 | 1.05 | 1.08 | 1.14 | 1.07 | 1.06 | 0.97 | 1.0 |
RSquared | NA | 0.95 | 0.94 | 0.92 | 0.89 | 0.89 | NA | NA | 0.91 | 0.94 | 0.95 | 0.77 | 0.93 | 0.64 | 0.95 | 0.76 | 0.91 | 0.92 | 0.89 | 0.9 | 0.86 | 0.95 | 0.93 | 0.96 | 0.96 | 0.94 | 0.92 | 0.87 | 0.91 | 0.93 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/2003
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