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Loomis Sayles Global Allocation A (LGMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.75-0.01 (-0.04%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.59%
5-year average return6.65%
Number of years up13
Number of years down4
Best 1-yr total return (29 Apr 2024)42.09%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return42.09%
Worst 3-yr total return0.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLGMAXCategory
YTD6.82%8.60%
1-month1.81%0.11%
3-month6.82%4.82%
1-year22.01%25.33%
3-year4.09%8.02%
5-year8.28%8.06%
10-year7.69%6.03%
Last bull market23.84%13.54%
Last bear market-16.05%-13.20%

Annual total return (%) history

Year
LGMAXCategory
2024
N/AN/A
2023
22.17%N/A
2022
-23.25%N/A
2021
14.11%N/A
2020
15.05%6.18%
2019
26.45%16.10%
2018
-5.23%-8.26%
2017
21.79%14.79%
2016
4.36%6.04%
2015
1.51%-4.15%
2014
3.20%1.54%
2013
15.99%10.07%
2012
15.17%10.74%
2011
-0.94%-3.99%
2010
21.46%10.58%
2009
42.09%24.37%
2008
-39.34%-28.98%
2007
26.14%11.39%
2006
N/A16.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.82%N/AN/AN/A
20236.96%5.13%-3.12%12.14%
2022-10.60%-16.05%-6.12%8.93%
20211.35%7.09%-0.45%5.61%
2020-14.66%16.46%7.15%8.04%
201911.69%5.77%0.51%6.50%
20181.54%1.43%1.49%-9.34%
20175.88%5.86%3.95%4.53%
20160.28%1.05%5.16%-2.06%
20153.64%0.21%-4.99%2.89%
20140.05%4.78%-1.98%0.44%
20134.04%-1.29%5.87%6.68%
201211.41%-3.87%5.76%1.67%
20115.11%2.96%-14.83%7.48%
20104.10%-6.17%16.55%6.69%
2009-2.58%19.82%14.89%5.94%
2008-10.20%2.33%-19.71%-17.78%
20072.94%6.80%8.36%5.89%
2006-4.89%3.57%8.33%N/A

Rank in category (by total return)

YTD14
1-month94
3-month14
1-year2
3-year30
5-year9

Load adjusted returns

1-year15.00%
3-year2.05%
5-year7.01%
10-year7.05%