LSGRX
Loomis Sayles Growth Fund Class Y
Mutual fund
$33.38+0.34 (+1.03%)Close Oct 2, 2026
May 13, 1991 – Oct 2, 2026, Dividends reinvested
- Final balance
- $266,578
- CAGR
- +9.72%
- Max drawdown
- −63.63%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.80%
- 3M
- +4.71%
- 6M
- +13.11%
- YTD
- +0.48%
- 1Y
- −0.03%
- 3Y
- +20.58%
- 5Y
- +12.32%
- 10Y
- +15.71%
- 15Y
- +16.70%
- 20Y
- +11.84%
- 25Y
- +10.92%
- 30Y
- +9.46%
- Since 1991
- +9.72%
Metrics
Since 1991| Volatility | 20.84% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.15 |
| Best year, 2023 | +51.29% |
| Worst year, 2008 | −49.81% |
| Positive years | 26 of 34 |
| Longest drawdown | 13.6 years |
Worst drawdowns
Since 1991| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −63.6% | Mar 2000 | Mar 2009 | Oct 2013 | 13.6 years |
| −34.7% | Nov 2021 | Oct 2022 | Jul 2023 | 1.7 years |
| −29.8% | Jul 1998 | Oct 1998 | Jan 1999 | 6 months |
| −26.4% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −23.4% | Dec 2024 | Apr 2025 | Jun 2025 | 6 months |
Annual returns
1991 from May 13 · 2026 through Oct 2