Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGRRX (LOOMIS SAYLES GROWTH FUND CLASS A) | -7.32% | 6.22% | 9.42% | 7.89% | 10.35% | 12.34% | 8.66% | 9.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGRRX (LOOMIS SAYLES GROWTH FUND CLASS A) | 02/11/2003 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 02/11/2003.
AR inception is since 02/11/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 6.22 | 9.42 | 7.89 | 10.35 | 12.34 | 8.66 | 9.80 | -7.32 | 26.12 | 41.41 | -38.90 | 12.56 | 25.60 | 31.40 | -2.72 | 32.23 | 5.67 | 9.65 | 11.06 | 35.09 | 18.55 | 0.32 | 15.34 | 32.16 | -50.07 | 21.88 | -3.49 | 10.53 | 15.62 | 36.94 |
| Sharpe Ratio | NA | 0.17 | 0.16 | 0.25 | 0.40 | NA | NA | 0.40 | -0.54 | 0.99 | 1.93 | -1.13 | 0.81 | 0.78 | 2.17 | -0.21 | 3.65 | 0.38 | 0.63 | 0.90 | 2.88 | 1.38 | 0.01 | 0.74 | 1.22 | -1.23 | 0.98 | -0.47 | 0.62 | 0.99 | 2.19 |
| Standard Deviation(%) | NA | 26.49 | 26.85 | 24.48 | 21.74 | NA | NA | 21.16 | 34.61 | 19.78 | 19.39 | 35.78 | 15.52 | 32.17 | 13.82 | 18.86 | 8.70 | 14.22 | 15.20 | 12.31 | 12.16 | 13.51 | 23.35 | 20.74 | 26.30 | 41.23 | 19.34 | 14.47 | 13.43 | 14.85 | 19.07 |
| Draw Down(%) | NA | 27.84 | 28.16 | 45.10 | 45.10 | NA | NA | 58.26 | 23.27 | 11.74 | 12.39 | 40.72 | 8.40 | 26.40 | 8.60 | 17.52 | 3.03 | 11.93 | 11.07 | 7.17 | 6.59 | 10.83 | 17.08 | 18.17 | 17.92 | 56.55 | 11.59 | 18.70 | 10.88 | 12.28 | 5.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.73 | 2.60 | 1.79 | 2.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.42 | 5.37 | 2.99 | 1.47 | 0.46 | 0.57 | 0.15 | 1.01 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRRX (LOOMIS SAYLES GROWTH FUND CLASS A) |
-19.37%
Feb 2006 - Feb 2009 |
-7.93%
Feb 2004 - Feb 2009 |
4.80%
Jan 2006 - Jan 2016 |
5.70%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRRX (LOOMIS SAYLES GROWTH FUND CLASS A) |
23.12%
Oct 2018 - Oct 2021 |
22.22%
Feb 2009 - Feb 2014 |
18.45%
Aug 2010 - Aug 2020 |
14.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart