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Loomis Sayles Strategic Alpha Fd Cl A: (MF: LABAX)

(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET

$9.77 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 5.75 13
3 months 4.11 50
6 months 5.30 21
1 Year 10.60 11
3 Year 1.11 34
5 Year 3.22 14
10 Year 2.64 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Aug 31, 2024

1 Year 4.14
5 Year 1.61
10 Year 1.93
Since Inception 2.23

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 1.14 1.19 NA NA
2023 1.69 -0.16 1.22 4.79
2022 -4.34 -5.36 -0.80 2.13
2021 -0.18 1.93 0.00 -0.65
2020 -5.53 7.97 2.98 4.68
2019 1.72 1.29 -0.22 0.75

Annual Return

20242023202220212020201920182017201620152014
% Total Return 5.757.69-8.291.079.973.580.383.116.56-1.682.23
% Total Return Rel to Index 2.672.164.722.612.46-5.140.37-0.433.91-2.25-3.70
% Total Return Rel to Peer 1.591.301.230.404.03-4.391.52-0.891.430.30-0.37
% Perf Quintile vs Peer* 0.002.002.002.001.005.002.004.002.004.003.00
% Dividends 0.230.480.340.200.210.270.330.250.200.340.32
% Yield 2.365.473.611.861.922.683.282.441.983.543.10
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.001.000.970.990.991.001.051.101.101.10

* 1 = Top 20%, 5 = Bottom 20%