Loomis Sayles Growth Fund (LSGRX)

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The chart shows the growth of an initial investment of $10,000 in Loomis Sayles 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 Growth Fund (LSGRX) has returned -14.81% so far this year and 8.00% over the past 12 months. Looking at the last ten years, LSGRX has achieved an annualized return of 14.98%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 13, 1991, LSGRX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, your investment would double in approximately 6.7 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 1999 with a return of +15.8%, while the worst month was Dec 1997 at -20.5%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LSGRX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +12.4%, while the worst single day was Dec 29, 1997 at -20.3%.

Loomis Sayles Growth Fund has an annualized alpha of 0.62%, beta of 1.05, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since May 14, 1991.

• This fund captured 111.59% of S&P 500 Index gains and 108.86% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.05 and R² of 0.80, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

LSGRX has an expense ratio of 0.64%, placing it in the medium range.

LSGRX ranks 8 for risk / return — in the bottom 8% 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 Growth Fund (LSGRX) and compare them to a chosen benchmark (S&P 500 Index).

Loomis Sayles Growth Fund provided a 2.60% dividend yield over the last twelve months, with an annual payout of $0.74 per share.

The table displays the monthly dividend distributions for Loomis Sayles 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 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 Growth Fund was 63.63%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.

The current Loomis Sayles Growth Fund drawdown is 17.66%.

The chart below shows the rolling one-month volatility.