Nasdaq - Delayed Quote USD
Loomis Sayles Growth Fund (LGRRX)
At close: 8:00 PM EDT
Fund Summary
Under normal market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. It focuses on stocks of large capitalization companies, but the fund may invest in companies of any size. It normally invests across a wide range of sectors and industries.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 51.03% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 23.35% |
| 5y Average Return | 17.81% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LGRRX | Category Average | LGRRX | Category Average | LGRRX | Category Average | |
| Alpha | -0.18 | 0.03 | 1.54 | 0.04 | 1.72 | 0.01 |
| BETA | 1.19 | 0.01 | 1.04 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 1.19 | 0.02 | 1.55 | 0.02 | 1.34 | 0.01 |
| R-squared | 87.41 | 0.89 | 86.21 | 0.87 | 86.65 | 0.87 |
| Standard Deviation | 22.28 | 0.2 | 20.26 | 0.16 | 17.27 | 0.15 |
| Sharpe Ratio | 0.48 | 0.01 | 0.8 | 0.01 | 0.84 | 0.01 |
| Treynor Ratio | 7.32 | 0.21 | 14.86 | 0.21 | 13.24 | 0.15 |
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