Loomis Sayles Growth Fund Class C (LGRCX)
The fund focuses on long-term growth of capital by investing primarily in equity securities of large capitalization companies across a wide range of sectors and industries.
Fund Info
US5434872199
543487219
Feb 1, 2013
$2,500
Large-Cap
Growth
Expense Ratio
LGRCX has a high expense ratio of 1.65%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Loomis Sayles Growth Fund Class C (LGRCX) returned 0.51% year-to-date (YTD) and 21.81% over the past 12 months. Over the past 10 years, LGRCX delivered an annualized return of 14.60%, outperforming the S&P 500 benchmark at 10.85%.
LGRCX
0.51%
9.83%
0.77%
21.81%
22.87%
15.70%
14.60%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of LGRCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.99% | -4.86% | -8.58% | 1.18% | 9.83% | 0.51% | |||||||
| 2024 | 2.63% | 7.14% | 1.93% | -5.72% | 4.17% | 5.83% | -0.79% | 1.63% | 3.80% | 0.00% | 8.50% | 0.26% | 32.64% |
| 2023 | 13.81% | -2.16% | 8.77% | 0.59% | 5.93% | 6.27% | 4.63% | -1.66% | -6.64% | -2.83% | 11.65% | 4.72% | 49.68% |
| 2022 | -6.24% | -4.65% | 2.88% | -14.32% | -2.56% | -7.69% | 10.85% | -4.89% | -9.54% | 6.03% | 7.19% | -7.10% | -28.62% |
| 2021 | -2.34% | 2.29% | 2.81% | 5.37% | 0.62% | 3.77% | 2.03% | 2.44% | -6.56% | 5.66% | -1.61% | 2.42% | 17.50% |
| 2020 | 0.65% | -5.06% | -7.56% | 11.91% | 6.53% | 3.68% | 4.91% | 9.97% | -4.41% | -2.68% | 8.26% | 2.81% | 30.41% |
| 2019 | 8.37% | 3.94% | 2.70% | 5.32% | -7.34% | 7.48% | 1.01% | -2.07% | -0.68% | 1.65% | 4.60% | 2.94% | 30.47% |
| 2018 | 8.06% | -3.94% | -3.31% | -0.89% | 3.23% | -0.15% | 3.28% | 3.66% | -0.20% | -8.38% | 4.61% | -8.12% | -3.53% |
| 2017 | 2.88% | 3.55% | 1.62% | 2.57% | 4.49% | 0.91% | 3.03% | 1.83% | 0.94% | 3.10% | 2.78% | 0.01% | 31.39% |
| 2016 | -5.67% | -1.37% | 6.74% | 0.90% | 2.68% | -0.77% | 5.85% | 1.01% | 0.82% | -3.07% | -1.68% | -0.12% | 4.75% |
| 2015 | -1.95% | 6.85% | -1.96% | 1.69% | 0.52% | -2.58% | 5.72% | -6.41% | -1.71% | 9.91% | 0.99% | -1.37% | 8.88% |
| 2014 | -2.74% | 3.80% | -0.94% | -1.19% | 3.26% | 1.87% | -2.07% | 3.87% | -0.79% | 2.28% | 4.34% | -1.60% | 10.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LGRCX is 64, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Loomis Sayles Growth Fund Class C (LGRCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Loomis Sayles Growth Fund Class C provided a 7.73% dividend yield over the last twelve months, with an annual payout of $1.68 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.68 | $1.68 | $1.40 | $2.68 | $1.24 | $0.99 | $0.40 | $0.74 | $0.29 | $0.11 |
Dividend yield | 7.73% | 7.77% | 8.01% | 21.29% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.05% |
Monthly Dividends
The table displays the monthly dividend distributions for Loomis Sayles Growth Fund Class C. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.68 | $1.68 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 | $1.40 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.68 | $2.68 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.24 | $1.24 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $0.99 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.74 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2016 | $0.11 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Loomis Sayles Growth Fund Class C. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Loomis Sayles Growth Fund Class C was 58.53%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.
The current Loomis Sayles Growth Fund Class C drawdown is 4.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.53% | Dec 27, 2007 | 300 | Mar 9, 2009 | 1099 | Jul 22, 2013 | 1399 |
| -35.31% | Nov 9, 2021 | 235 | Oct 14, 2022 | 292 | Dec 13, 2023 | 527 |
| -26.41% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -23.73% | Dec 18, 2024 | 75 | Apr 8, 2025 | — | — | — |
| -18.89% | Jan 12, 2006 | 131 | Jul 21, 2006 | 239 | Jul 6, 2007 | 370 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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