Loomis Sayles International Growth Fund (LIGYX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Loomis Sayles International Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Loomis Sayles International Growth Fund (LIGYX) has returned -17.77% so far this year and -8.21% over the past 12 months.

Based on dividend-adjusted daily data since Dec 22, 2020, LIGYX's average daily return is +0.01%, while the average monthly return is +0.13%. At this rate, your investment would double in approximately 44.5 years.

Historically, 48% of months were positive and 52% were negative. The best month was Nov 2022 with a return of +15.0%, while the worst month was Mar 2026 at -12.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LIGYX closed higher 49% of trading days. The best single day was Apr 9, 2025 with a return of +9.0%, while the worst single day was Apr 7, 2025 at -6.4%.

Loomis Sayles International Growth Fund has an annualized alpha of -8.64%, beta of 0.91, and R² of 0.55 versus S&P 500 Index. Calculated based on daily prices since December 23, 2020.

• This fund participated in 114.41% of S&P 500 Index downside but only 69.84% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -8.64% versus S&P 500 Index — delivering less than market exposure alone would predict.
• With beta of 0.91 and R² of 0.55, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

LIGYX has a high expense ratio of 0.95%, indicating above-average management fees.

LIGYX ranks 1 for risk / return — in the bottom 1% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Loomis Sayles International Growth Fund (LIGYX) and compare them to a chosen benchmark (S&P 500 Index).

Loomis Sayles International Growth Fund provided a 2.07% dividend yield over the last twelve months, with an annual payout of $0.20 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Loomis Sayles International Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Loomis Sayles International Growth Fund. 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 International Growth Fund was 38.11%, occurring on Oct 14, 2022. Recovery took 487 trading sessions.

The current Loomis Sayles International Growth Fund drawdown is 22.58%.

The chart below shows the rolling one-month volatility.