Nasdaq - Delayed Quote
USD
Loomis Sayles Growth A (LGRRX)
28.94
-0.30
(-1.03%)
As of 8:06:44 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.80% |
|---|---|
| 5y Average Return | 10.66% |
| Number of Years Up | 22 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 30, 2026) | 51.03% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 51.03% |
| Worst 3Y Total Return | 3.95% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LGRRX
Category
- YTD
- -0.61%
- 0.00%
- 1-Month
- -1.78%
- 0.00%
- 3-Month
- 5.59%
- 0.00%
- 1-Year
- -0.43%
- 0.00%
- 3-Year
- 20.30%
- 0.00%
- 5-Year
- 12.18%
- 0.00%
- 10-Year
- 15.39%
- 0.00%
- Last Bull Market
- 17.46%
- 0.00%
- Last Bear Market
- -22.84%
- 0.00%
Annual Total Return (%) History
Year
LGRRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-11.67% | 6.57% | 5.59% | -- |
|
2025
|
-9.41% | 18.51% | 6.57% | 0.18% |
|
2024
|
12.30% | 4.09% | 4.91% | 9.31% |
|
2023
|
21.31% | 13.50% | -3.78% | 14.00% |
|
2022
|
-7.85% | -22.84% | -4.36% | 6.18% |
|
2021
|
2.89% | 10.27% | -2.17% | 6.65% |
|
2020
|
-11.51% | 23.84% | 10.51% | 8.52% |
|
2019
|
15.86% | 5.10% | -1.60% | 9.66% |
|
2018
|
0.55% | 2.32% | 7.07% | -11.69% |
|
2017
|
8.34% | 8.35% | 6.12% | 6.19% |
Rank in Category (By Total Return)
| YTD | 95 |
| 1-Month | 91 |
|---|---|
| 3-Month | 8 |
| 1-Year | 93 |
| 3-Year | 76 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | -6.15% |
| 3-Year | 17.95% |
|---|---|
| 5-Year | 10.85% |
| 10-Year | 14.71% |
Performance & Risk
| YTD Return | -1.80% |
| 5y Average Return | 10.66% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Loomis Sayles Funds |
| Net Assets | 16.46B |
| YTD Return | -0.61% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 12, 2003 |
Fund Summary
Under normal market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. It focuses on stocks of large capitalization companies, but the fund may invest in companies of any size. It normally invests across a wide range of sectors and industries.
