Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGRRX (LOOMIS SAYLES GROWTH FUND CLASS A) | 2.16% | 17.13% | 28.03% | 15.85% | 15.59% | 16.13% | 10.93% | 12.22% |
Data as of 06/20/2025, AR inception is 02/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGRRX (LOOMIS SAYLES GROWTH FUND CLASS A) | 02/11/2003 | 06/20/2025 |
| 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 (%) | -0.96 | 17.13 | 28.03 | 15.85 | 15.59 | 16.13 | 10.93 | 12.22 | 2.16 | 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 | 0.57 | 1.15 | 0.64 | 0.69 | NA | NA | 0.53 | 0.11 | 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 | 25.37 | 22.27 | 22.08 | 20.56 | NA | NA | 20.58 | 30.89 | 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 | 23.48 | 23.48 | 34.85 | 34.85 | 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 | 6.87 | 11.22 | 8.44 | 9.30 | 13.67 | 8.67 | 12.50 | 0.00 | 8.14 | 9.41 | 11.01 | 5.86 | 5.70 | 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 |
Data as of 06/20/2025, AR inception is 02/11/2003
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 |
7.52%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGRRX (LOOMIS SAYLES GROWTH FUND CLASS A) |
26.92%
Dec 2018 - Dec 2021 |
22.22%
Feb 2009 - Feb 2014 |
18.71%
Aug 2011 - Aug 2021 |
17.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart