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LSGRX: LOOMIS SAYLES GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info 32.13 0.3(0.94%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 6.11% |
| Expenses | 1.65% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 8.7 | 21.4 | 30.3 | 16.5 | 16.4 | 17.2 | 11.4 | 9.6 | 27.2 | 42.7 | -37.9 | 13.3 | 26.3 | 31.7 | -2.6 | 32.6 | 5.9 | 10.0 | 11.3 | 35.4 | 18.7 | 0.7 | 15.7 | 32.6 | -49.8 | 22.4 | -3.2 | 10.8 | 15.9 | 32.6 | -23.0 | -24.0 | -16.1 | 42.8 | 13.6 | 24.8 | 9.3 |
| Sharpe Ratio | NA | 0.5 | 0.72 | 1.22 | 0.65 | 0.73 | NA | NA | 0.37 | 1.06 | 2.03 | -1.12 | 0.86 | 0.81 | 2.2 | -0.21 | 3.71 | 0.4 | 0.66 | 0.92 | 2.94 | 1.41 | 0.03 | 0.76 | 1.24 | -1.23 | 1.0 | -0.45 | 0.65 | 1.01 | 1.62 | -0.97 | -1.02 | -0.6 | 1.69 | 0.37 | 0.95 | 0.82 |
| Draw Down(%) | NA | 23.3 | 23.4 | 23.4 | 34.7 | 34.7 | NA | NA | 63.6 | 11.7 | 12.3 | 39.7 | 8.0 | 26.4 | 8.6 | 17.5 | 3.0 | 11.9 | 11.0 | 7.1 | 6.5 | 10.7 | 17.0 | 18.1 | 17.8 | 56.4 | 11.7 | 18.6 | 10.7 | 12.3 | 11.7 | 28.4 | 40.8 | 32.8 | 11.8 | 29.8 | 17.3 | 11.4 |
| Standard Deviation(%) | NA | 30.0 | 25.5 | 22.1 | 22.1 | 20.6 | NA | NA | 21.9 | 19.5 | 19.1 | 35.1 | 15.4 | 32.2 | 13.8 | 18.8 | 8.7 | 14.2 | 15.2 | 12.3 | 12.0 | 13.4 | 23.3 | 20.7 | 26.3 | 41.2 | 19.5 | 14.4 | 13.4 | 14.9 | 19.6 | 24.9 | 26.1 | 33.6 | 23.4 | 27.6 | 22.2 | 18.1 |
| Treynor Ratio | NA | 0.16 | 0.2 | 0.3 | 0.18 | 0.18 | NA | NA | 0.09 | 0.23 | 0.42 | -0.47 | 0.29 | 0.31 | 0.5 | -0.04 | 0.37 | 0.06 | 0.11 | 0.13 | 0.37 | 0.22 | 0.01 | 0.15 | 0.31 | -0.47 | 0.17 | -0.06 | 0.08 | 0.15 | 0.32 | -0.32 | -0.39 | -0.22 | 0.4 | 0.1 | 0.23 | 0.21 |
| Alpha | NA | 0.0 | 0.02 | 0.02 | 0.02 | 0.01 | NA | NA | 0.01 | 0.01 | 0.0 | -0.02 | 0.05 | -0.05 | 0.02 | -0.01 | 0.02 | 0.03 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.07 | 0.04 | -0.02 | 0.0 | 0.03 | 0.02 | 0.02 | -0.01 | 0.01 | 0.08 | -0.05 | 0.02 | 0.05 |
| Beta | NA | 0.94 | 0.93 | 0.9 | 0.81 | 0.83 | NA | NA | 0.89 | 0.91 | 0.93 | 0.83 | 0.46 | 0.85 | 0.6 | 0.88 | 0.88 | 0.92 | 0.9 | 0.85 | 0.94 | 0.86 | 0.86 | 1.04 | 1.05 | 1.08 | 1.15 | 1.06 | 1.06 | 0.97 | 0.99 | 0.75 | 0.69 | 0.91 | 1.0 | 0.98 | 0.91 | 0.69 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.9 | 0.9 | NA | NA | 0.87 | 0.94 | 0.86 | 0.8 | 0.49 | 0.9 | 0.64 | 0.95 | 0.76 | 0.91 | 0.92 | 0.89 | 0.89 | 0.87 | 0.95 | 0.94 | 0.96 | 0.96 | 0.94 | 0.92 | 0.86 | 0.9 | 0.93 | 0.92 | 0.86 | 0.87 | 0.81 | 0.72 | 0.68 | 0.36 |
| Yield(%) | N/A | 0.0 | 6.0 | 10.0 | 6.7 | 8.3 | 12.9 | 7.6 | N/A | 7.3 | 8.5 | 10.2 | 5.4 | 0.2 | 3.5 | 5.3 | 3.1 | 1.6 | 0.6 | 0.8 | 0.4 | 1.2 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 26.2 | 4.9 | 9.9 | 27.6 | 29.6 | 29.0 |
| Dividend Growth(%) | N/A | -100.0 | 19.7 | 225.7 | 262.3 | 4499.0 | N/A | N/A | N/A | 19.7 | -47.8 | 116.3 | 3775.0 | -93.5 | -40.5 | 122.5 | 111.3 | 185.5 | -12.7 | 153.6 | -61.6 | 217.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 298.4 | -34.7 | -70.3 | -12.4 | -18.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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