Back to top
Loomis Sayles Growth Fund Class C: (MF: LGRCX)
(NASDAQ Mutual Funds) As of Jun 7, 2024 08:00 PM ET
$19.91 USD
-0.05 (-0.25%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.67 | 41 |
| 3 months | 2.95 | 70 |
| 6 months | 23.70 | 28 |
| 1 Year | 29.98 | 17 |
| 3 Year | 7.19 | 20 |
| 5 Year | 13.23 | 18 |
| 10 Year | 13.83 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.46 |
| Bull Market (2/09 - 3/21) | 898.50 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 37.30 |
| 5 Year | 15.76 |
| 10 Year | 14.37 |
| Since Inception | 10.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.08 | NA | NA | NA |
| 2023 | 21.11 | 13.23 | -3.93 | 13.74 |
| 2022 | -8.01 | -22.93 | -4.63 | 6.00 |
| 2021 | 2.70 | 10.03 | -2.34 | 6.43 |
| 2020 | -11.67 | 23.59 | 10.28 | 8.34 |
| 2019 | 15.66 | 4.89 | -1.75 | 9.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.67 | 49.85 | -28.33 | 17.45 | 30.43 | 30.43 | -3.50 | 31.31 | 4.75 | 8.88 | 10.14 |
| % Total Return Rel to Index | -0.37 | 23.61 | -10.12 | -11.22 | 12.02 | -1.05 | 0.89 | 9.52 | -7.18 | 7.49 | -3.50 |
| % Total Return Rel to Peer | 0.83 | 26.85 | -8.63 | -4.60 | 10.51 | 2.01 | 3.36 | 10.63 | -3.06 | 10.48 | 1.93 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 2.00 | 3.00 | 2.00 | 1.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.40 | 2.68 | 1.24 | 0.99 | 0.40 | 0.73 | 0.29 | 0.10 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.67 | 1.65 | 1.63 | 1.65 | 1.66 | 1.65 | 1.66 | 1.66 | 1.67 | 1.69 |
* 1 = Top 20%, 5 = Bottom 20%