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Natixis Loomis Sayles Focused Growth ETF (LSGR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US63875W4069
Issuer
Natixis
Inception Date
Jun 29, 2023
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Natixis Loomis Sayles Focused Growth ETF (LSGR) has returned -12.00% so far this year and 13.55% over the past 12 months.


Natixis Loomis Sayles Focused Growth ETF

1D
3.88%
1M
-5.92%
YTD
-12.00%
6M
-11.31%
1Y
13.55%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 29, 2023, LSGR's average daily return is +0.07%, while the average monthly return is +1.47%. At this rate, your investment would double in approximately 4.0 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2023 with a return of +11.5%, while the worst month was Mar 2025 at -8.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, LSGR closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.3%, while the worst single day was Apr 4, 2025 at -5.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.25%-5.27%-5.92%-12.00%
20253.28%-5.16%-8.77%1.88%10.78%6.86%2.45%-0.58%4.23%2.40%-3.14%1.61%15.32%
20243.81%8.51%1.43%-6.20%4.85%7.75%-1.12%1.39%3.88%1.35%7.32%0.98%38.52%
20231.41%3.99%-0.16%-6.59%-2.14%11.51%4.68%12.34%

Benchmark Metrics

Natixis Loomis Sayles Focused Growth ETF has an annualized alpha of -0.79%, beta of 1.26, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since June 30, 2023.

  • This ETF captured 119.07% of S&P 500 Index gains and 112.59% of its losses — amplifying both gains and losses, but participating more in upside than downside.

Alpha
-0.79%
Beta
1.26
0.85
Upside Capture
119.07%
Downside Capture
112.59%

Expense Ratio

LSGR has an expense ratio of 0.59%, placing it in the medium range.


Return for Risk

Risk / Return Rank

LSGR ranks 31 for risk / return — below 31% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


LSGR Risk / Return Rank: 3131
Overall Rank
LSGR Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
LSGR Sortino Ratio Rank: 3434
Sortino Ratio Rank
LSGR Omega Ratio Rank: 3232
Omega Ratio Rank
LSGR Calmar Ratio Rank: 2929
Calmar Ratio Rank
LSGR Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


LSGRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.60

0.90

-0.30

Sortino ratio

Return per unit of downside risk

1.03

1.39

-0.36

Omega ratio

Gain probability vs. loss probability

1.14

1.21

-0.07

Calmar ratio

Return relative to maximum drawdown

0.72

1.40

-0.68

Martin ratio

Return relative to average drawdown

2.48

6.61

-4.12

Explore LSGR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Natixis Loomis Sayles Focused Growth ETF provided a 0.05% dividend yield over the last twelve months, with an annual payout of $0.02 per share.


0.03%0.04%0.05%0.06%0.07%0.08%$0.00$0.01$0.01$0.02$0.02$0.03$0.03202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$0.02$0.02$0.03$0.01

Dividend yield

0.05%0.05%0.08%0.03%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2023$0.01$0.01

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 Natixis Loomis Sayles Focused Growth ETF. 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 Natixis Loomis Sayles Focused Growth ETF was 22.92%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The current Natixis Loomis Sayles Focused Growth ETF drawdown is 14.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.92%Jan 24, 202552Apr 8, 202552Jun 24, 2025104
-18.13%Oct 29, 2025103Mar 27, 2026
-12.95%Jul 11, 202418Aug 5, 202445Oct 8, 202463
-11.58%Jul 20, 202370Oct 26, 202317Nov 20, 202387
-8.7%Mar 25, 202419Apr 19, 202432Jun 5, 202451

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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