LSGRX
Loomis Sayles Growth-Y
$28.11
-0.01 (-0.04%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 14806.44M |
| 52 Week High | 28.19 |
| 52 Week Low | 19.422 |
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Key Data
| Symbol | LSGRX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 28.11 |
| Price Yesterday | 28.12 |
| Market Cap | 14,806.44 |
| YTD Return | 21.01% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0067 |
Overview
| 52 Week High | 28.19 |
|---|---|
| 52 Week Low | 19.42 |
| Market Cap | 14,806.44M |
| Shares Outstanding | 526.73M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 4.98% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.98% |
Returns Annualized
| One Day | -8.58% |
|---|---|
| Five Days | 277.15% |
| One Months | 100.65% |
| Three Months | 39.10% |
| Six Months | 49.34% |
| Nine Months | 50.32% |
| One Year | 33.93% |
| Three Years | 10.90% |
| Five Years | 17.18% |
| Ten Years | 15.94% |
| YTD | 44.77% |
| Since Inception | 10.31% |
Returns Total
| One Day | -0.04% |
|---|---|
| Five Days | 2.67% |
| One Month | 5.68% |
| Three Months | 8.45% |
| Six Months | 21.79% |
| Nine Months | 35.28% |
| One Year | 33.89% |
| Three Years | 36.19% |
| Five Years | 120.49% |
| Ten Years | 337.03% |
| YTD | 21.01% |
| Since Inception | 2469.47% |
Yearly Returns
| 2024 | 21.01% |
|---|---|
| 2023 | 51.42% |
| 2022 | -27.64% |
| 2021 | 18.65% |
| 2020 | 31.77% |
| 2019 | 31.71% |
| 2018 | -2.48% |
| 2017 | 32.64% |
| 2016 | 5.87% |
| 2015 | 10.02% |
Risk against SP-DA
| Alpha | -3.19% |
|---|---|
| Beta | 1.36 |
| Correlation | 98.24% |
| Downside Deviation | 3.78% |
| Coefficient of determination | 96.51% |
| Standard Deviation | 4.45% |
| Sharpe Ratio | 0.34 |
| Sortino | 1.38 |
| Treynor | 20.99 |
| Ulcer Index | 3.76 |
| Ulcer Performance Index | 1.38 |