LGRRX
Loomis Sayles Growth Fund Class A
Mutual fund
$29.55+0.30 (+1.03%)Close Oct 2, 2026
Dec 31, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $38,435
- CAGR
- +4.63%
- Max drawdown
- −81.81%
- Sharpe ratio
- 0.32
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.81%
- 3M
- +4.64%
- 6M
- +12.96%
- YTD
- +0.27%
- 1Y
- −0.27%
- 3Y
- +20.25%
- 5Y
- +12.03%
- 10Y
- +15.41%
- 15Y
- +16.41%
- 20Y
- +11.52%
- 25Y
- +10.60%
- Since 1996
- +4.63%
Metrics
Since 1996| Volatility | 23.79% |
|---|---|
| Sortino ratio | 0.41 |
| Calmar ratio | 0.06 |
| Best year, 2023 | +50.89% |
| Worst year, 2001 | −54.80% |
| Positive years | 20 of 29 |
| Longest drawdown | 21.4 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −81.8% | Oct 1997 | Mar 2009 | Mar 2019 | 21.4 years |
| −34.9% | Nov 2021 | Oct 2022 | Jul 2023 | 1.7 years |
| −26.4% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −23.5% | Dec 2024 | Apr 2025 | Jun 2025 | 6 months |
| −17.9% | Oct 2025 | Mar 2026 | Not yet | 11 months so far |
Annual returns
1996 from Dec 31 · 2026 through Oct 2