Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSGRX (LOOMIS SAYLES GROWTH FUND CLASS Y) | -0.27% | 12.31% | 20.50% | 12.44% | 15.89% | 15.56% | 11.62% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSGRX (LOOMIS SAYLES GROWTH FUND CLASS Y) | 06/21/1996 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 12.31 | 20.50 | 12.44 | 15.89 | 15.56 | 11.62 | … | … | -0.27 | 14.94 | 34.10 | 51.29 | -27.86 | 18.68 | 26.34 | 31.73 | -2.56 | 32.63 | 5.87 | 10.03 | 11.29 | 35.36 | 18.74 | 0.72 | 15.70 | 32.65 | -49.81 | 22.43 | -3.21 | 10.85 | 15.91 | 32.55 | -23.05 | -24.00 | -16.11 | 42.77 | 13.56 | 24.82 | 9.27 |
| Sharpe Ratio | NA | 0.74 | 0.96 | 0.48 | 0.70 | NA | NA | … | … | 0.01 | 0.51 | 1.74 | 2.73 | -0.96 | 1.25 | 0.81 | 2.19 | -0.21 | 3.71 | 0.40 | 0.66 | 0.92 | 2.94 | 1.41 | 0.03 | 0.76 | 1.24 | -1.23 | 0.99 | -0.46 | 0.64 | 1.00 | 1.62 | -0.97 | -1.03 | -0.60 | 1.68 | 0.37 | 0.95 | 0.81 |
| Standard Deviation(%) | NA | 15.92 | 19.49 | 21.74 | 20.54 | NA | NA | … | … | 17.64 | 23.59 | 17.56 | 17.65 | 30.73 | 14.89 | 32.16 | 13.79 | 18.85 | 8.65 | 14.20 | 15.24 | 12.31 | 12.03 | 13.41 | 23.26 | 20.66 | 26.27 | 41.15 | 19.47 | 14.36 | 13.41 | 14.88 | 19.63 | 24.88 | 26.14 | 33.61 | 23.38 | 27.63 | 22.23 | 18.08 |
| Draw Down(%) | NA | 17.83 | 23.42 | 34.69 | 34.69 | NA | NA | … | … | 16.45 | 23.29 | 11.72 | 12.34 | 32.99 | 7.79 | 26.40 | 8.55 | 17.54 | 3.05 | 11.92 | 11.02 | 7.14 | 6.46 | 10.67 | 17.03 | 18.06 | 17.78 | 56.39 | 11.65 | 18.60 | 10.68 | 12.27 | 11.65 | 28.40 | 40.80 | 32.78 | 11.79 | 29.82 | 17.25 | 11.42 |
| Yield(%) | 0.00 | 2.44 | 5.87 | 6.03 | 8.09 | 10.77 | 8.32 | … | … | 0.00 | 2.50 | 7.32 | 8.55 | 10.16 | 5.45 | 0.17 | 3.45 | 5.30 | 3.09 | 1.58 | 0.59 | 0.76 | 0.39 | 1.20 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 26.15 | 4.90 | 9.91 | 27.60 | 29.59 | 28.95 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSGRX (LOOMIS SAYLES GROWTH FUND CLASS Y) |
-23.56%
Mar 2000 – Mar 2003 |
-8.47%
Mar 2000 – Mar 2005 |
-6.00%
Aug 2000 – Aug 2010 |
1.31%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSGRX (LOOMIS SAYLES GROWTH FUND CLASS Y) |
35.04%
Sep 2022 – Sep 2025 |
22.60%
Feb 2009 – Feb 2014 |
18.73%
Aug 2010 – Aug 2020 |
17.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart