Loomis Sayles Global Growth Fund (LSGGX)
The investment seeks long-term growth of capital. Under normal market conditions, the fund will invest primarily in equity securities, including common stocks and depositary receipts. It will invest in securities that provide exposure to no fewer than three countries, which will include the U.S. In addition, the fund will invest at least 40% of its assets in securities of companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or companies that have been formed under the laws of non-U.S. countries.
Fund Info
US63872T2244
63872T224
Mar 30, 2016
$100,000
Large-Cap
Growth
Expense Ratio
LSGGX has a high expense ratio of 0.95%, 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 Global Growth Fund (LSGGX) returned 7.12% year-to-date (YTD) and 24.76% over the past 12 months.
LSGGX
7.12%
8.05%
5.66%
24.76%
19.75%
13.25%
N/A
^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 LSGGX, 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 | 7.31% | -3.03% | -7.12% | 2.57% | 8.05% | 7.12% | |||||||
| 2024 | 0.06% | 6.55% | -0.00% | -5.49% | 4.88% | 4.43% | -1.01% | 4.18% | 4.73% | -1.52% | 5.84% | -1.37% | 22.54% |
| 2023 | 13.47% | -4.21% | 7.92% | -0.27% | 2.66% | 5.64% | 4.59% | -5.23% | -6.53% | -3.59% | 15.12% | 4.34% | 36.10% |
| 2022 | -5.97% | -4.02% | 0.36% | -12.50% | -2.84% | -5.77% | 9.59% | -3.65% | -9.59% | 1.42% | 10.61% | -4.76% | -25.98% |
| 2021 | -0.32% | 2.11% | 1.06% | 4.44% | -0.05% | 2.57% | -0.88% | 3.56% | -6.64% | 2.35% | -3.65% | 1.74% | 5.89% |
| 2020 | 0.76% | -6.63% | -9.07% | 11.50% | 6.57% | 6.23% | 5.86% | 7.53% | -2.74% | -0.46% | 9.37% | 3.93% | 35.25% |
| 2019 | 9.52% | 3.65% | 3.82% | 4.47% | -6.07% | 7.35% | 0.41% | -2.25% | -0.42% | 0.63% | 3.34% | 3.54% | 30.63% |
| 2018 | 7.49% | -4.01% | -2.86% | -0.08% | 1.51% | 0.45% | 3.48% | 0.93% | -0.00% | -8.16% | 3.01% | -7.54% | -6.70% |
| 2017 | 3.29% | 3.18% | 2.08% | 4.00% | 4.18% | 0.08% | 3.85% | 0.32% | 1.81% | 1.31% | 2.74% | 1.35% | 32.00% |
| 2016 | 1.20% | 1.88% | 0.58% | 5.40% | 0.73% | 1.73% | -3.48% | -2.41% | 0.55% | 6.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 77, LSGGX is among the top 23% of mutual funds on our website when it comes to balancing risk and reward. Below is 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 Global Growth Fund (LSGGX) 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 Global Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.98 | $1.35 | $1.14 | $0.84 | $0.56 | $0.45 | $0.26 |
Dividend yield | 0.00% | 0.00% | 0.00% | 7.78% | 7.39% | 6.15% | 5.75% | 4.78% | 3.44% | 2.50% |
Monthly Dividends
The table displays the monthly dividend distributions for Loomis Sayles Global Growth Fund. 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 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 | $0.98 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.34 | $1.35 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 | $1.14 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2016 | $0.26 | $0.26 |
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 Global 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 Global Growth Fund was 37.71%, occurring on Oct 14, 2022. Recovery took 332 trading sessions.
The current Loomis Sayles Global Growth Fund drawdown is 2.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.71% | Sep 2, 2021 | 282 | Oct 14, 2022 | 332 | Feb 12, 2024 | 614 |
| -27.13% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -22.21% | Feb 19, 2025 | 35 | Apr 8, 2025 | — | — | — |
| -18.81% | Jan 29, 2018 | 229 | Dec 24, 2018 | 57 | Mar 19, 2019 | 286 |
| -10.35% | Jul 11, 2024 | 18 | Aug 5, 2024 | 30 | Sep 17, 2024 | 48 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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