Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSGGX (Loomis Sayles Global Growth Fund Class Y) | -2.41% | 6.07% | 15.66% | 6.80% | 12.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSGGX (Loomis Sayles Global Growth Fund Class Y) | 04/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 6.07 | 15.66 | 6.80 | 12.76 | NA | NA | … | … | -2.41 | 18.78 | 22.54 | 36.10 | -25.98 | 5.89 | 35.25 | 30.59 | -6.71 | 32.01 | 6.30 |
| Sharpe Ratio | NA | 0.35 | 0.73 | 0.22 | 0.57 | NA | NA | … | … | -0.27 | 0.73 | 1.15 | 1.87 | -0.87 | 0.37 | 1.17 | 2.24 | -0.46 | 3.84 | 0.64 |
| Standard Deviation(%) | NA | 16.72 | 18.86 | 21.58 | 20.01 | NA | NA | … | … | 19.03 | 22.33 | 16.41 | 17.50 | 31.50 | 15.78 | 29.86 | 12.98 | 17.77 | 8.20 | 12.81 |
| Draw Down(%) | NA | 21.41 | 22.21 | 37.71 | 37.71 | NA | NA | … | … | 19.02 | 22.21 | 10.35 | 15.92 | 33.66 | 10.65 | 27.13 | 7.64 | 18.82 | 2.94 | 8.74 |
| Yield(%) | 0.00 | 0.33 | 0.16 | 2.40 | 5.43 | 3.77 | 2.83 | … | … | 0.00 | 0.35 | 0.00 | 0.00 | 5.31 | 7.35 | 7.71 | 7.06 | 4.21 | 4.36 | 2.60 |
Data as of 06/04/2026, Common starting date is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSGGX (Loomis Sayles Global Growth Fund Class Y) |
0.02%
Apr 2021 – Apr 2024 |
4.98%
Sep 2017 – Sep 2022 |
13.02%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSGGX (Loomis Sayles Global Growth Fund Class Y) |
29.28%
Sep 2022 – Sep 2025 |
19.63%
Jun 2016 – Jun 2021 |
13.02%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart