Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGRCX (LOOMIS SAYLES GROWTH FUND CLASS C) | -0.71% | 11.17% | 19.26% | 11.27% | 15.19% | 14.72% | 10.70% | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGRCX (LOOMIS SAYLES GROWTH FUND CLASS C) | 09/16/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 11.17 | 19.26 | 11.27 | 15.19 | 14.72 | 10.70 | … | … | -0.71 | 12.15 | 32.64 | 49.68 | -28.62 | 17.50 | 30.41 | 30.46 | -3.45 | 31.34 | 4.75 | 8.88 | 10.14 | 34.08 | 17.71 | -0.37 | 14.35 | 31.55 | -50.49 | 20.91 | -4.20 | 9.75 | 14.63 | 6.72 |
| Sharpe Ratio | NA | 0.67 | 0.90 | 0.43 | 0.67 | NA | NA | … | … | -0.05 | 0.40 | 1.48 | 2.59 | -0.98 | 1.17 | 0.95 | 2.10 | -0.25 | 3.51 | 0.32 | 0.58 | 0.82 | 2.80 | 1.30 | -0.02 | 0.68 | 1.19 | -1.24 | 0.93 | -0.52 | 0.56 | 0.91 | 1.42 |
| Standard Deviation(%) | NA | 15.94 | 19.50 | 21.76 | 20.50 | NA | NA | … | … | 17.68 | 23.74 | 17.59 | 17.69 | 30.77 | 14.94 | 31.77 | 13.82 | 18.87 | 8.79 | 14.24 | 15.21 | 12.36 | 12.16 | 13.66 | 23.17 | 20.88 | 26.46 | 41.29 | 19.32 | 14.53 | 13.53 | 14.97 | 17.04 |
| Draw Down(%) | NA | 18.16 | 23.73 | 35.31 | 35.31 | NA | NA | … | … | 16.65 | 23.38 | 11.80 | 12.55 | 33.52 | 7.86 | 26.41 | 8.65 | 17.74 | 3.04 | 12.04 | 11.13 | 7.26 | 6.61 | 11.02 | 17.04 | 18.11 | 17.84 | 56.90 | 11.77 | 18.89 | 10.82 | 12.52 | 5.57 |
| Yield(%) | 0.00 | 3.36 | 7.62 | 7.29 | 9.88 | 12.54 | 9.16 | … | … | 0.00 | 3.43 | 9.74 | 11.05 | 12.49 | 6.56 | 6.30 | 3.30 | 5.44 | 2.77 | 1.11 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRCX (LOOMIS SAYLES GROWTH FUND CLASS C) |
-20.05%
Feb 2006 – Feb 2009 |
-8.64%
Feb 2004 – Feb 2009 |
4.01%
Jan 2006 – Jan 2016 |
6.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRCX (LOOMIS SAYLES GROWTH FUND CLASS C) |
33.63%
Sep 2022 – Sep 2025 |
21.36%
Feb 2009 – Feb 2014 |
17.81%
Aug 2011 – Aug 2021 |
16.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart