Back to top
more

Loomis Sayles Global Allocation Fund Class Y: (MF: LSWWX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:14 PM ET

$25.42 USD

-0.04 (-0.16%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.07 70
3 months 4.24 52
6 months 7.86 56
1 Year 13.97 63
3 Year 15.74 33
5 Year 7.27 47
10 Year 10.19 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 149.88
Bear Market (10/07 - 2/09) -44.85
Bull Market (2/09 - 3/21) 562.19

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.05
5 Year 6.52
10 Year 9.31
Since Inception 7.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.83 7.55 4.13 2.82
2024 6.90 1.07 6.35 -2.07
2023 7.02 5.15 -3.03 12.19
2022 -10.58 -15.94 -6.10 9.03
2021 1.41 7.15 -0.41 5.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.0713.0512.5422.43-23.0514.4215.3826.82-5.0322.104.67
% Total Return Rel to Index 1.50-5.16-12.47-3.81-4.85-14.26-3.01-4.66-0.630.31-7.26
% Total Return Rel to Peer 0.70-1.452.629.27-10.092.914.709.621.468.64-1.60
% Perf Quintile vs Peer* 2.004.000.001.005.003.002.001.002.001.004.00
% Dividends 0.000.330.340.090.000.020.190.160.210.230.28
% Yield 0.001.201.291.310.000.080.650.651.011.021.49
Capital Gains ($) 0.001.671.510.852.032.171.480.560.750.290.00
Expense Ratio 0.000.910.910.920.890.880.900.910.910.930.92

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