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Loomis Sayles Global Allocation Y (LSWWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.94-0.09 (-0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.35%
5-year average return8.20%
Number of years up20
Number of years down7
Best 1-yr total return (22 May 2024)42.52%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return42.52%
Worst 3-yr total return0.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSWWXCategory
YTD2.69%8.60%
1-month-3.95%0.11%
3-month1.90%4.82%
1-year16.38%25.33%
3-year1.46%8.02%
5-year6.91%8.06%
10-year7.48%6.03%
Last bull market23.22%13.54%
Last bear market-15.95%-13.20%

Annual total return (%) history

Year
LSWWXCategory
2024
N/AN/A
2023
22.43%N/A
2022
-23.05%N/A
2021
14.38%N/A
2020
15.38%6.18%
2019
26.80%16.10%
2018
-5.04%-8.26%
2017
22.11%14.79%
2016
4.67%6.04%
2015
1.69%-4.15%
2014
3.53%1.54%
2013
16.25%10.07%
2012
15.49%10.74%
2011
-0.73%-3.99%
2010
21.69%10.58%
2009
42.52%24.37%
2008
-39.19%-28.98%
2007
26.49%11.39%
2006
11.06%16.61%
2005
12.38%6.56%
2004
14.12%15.24%
2003
31.16%25.32%
2002
-0.27%-2.16%
2001
-6.22%-3.23%
2000
-4.45%0.23%
1999
60.42%21.83%
1998
2.98%9.68%
1997
3.51%13.17%
1996
N/A14.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.91%N/AN/AN/A
20237.02%5.16%-3.03%12.19%
2022-10.58%-15.95%-6.11%9.04%
20211.41%7.15%-0.41%5.69%
2020-14.58%16.50%7.22%8.13%
201911.84%5.83%0.55%6.55%
20181.58%1.51%1.53%-9.29%
20175.96%5.93%4.02%4.59%
20160.39%1.10%5.24%-2.00%
20153.67%0.26%-4.97%2.96%
20140.16%4.86%-1.92%0.51%
20134.14%-1.29%6.02%6.67%
201211.58%-3.86%5.80%1.76%
20115.16%3.01%-14.72%7.46%
20104.09%-6.08%16.65%6.71%
2009-2.57%19.91%14.95%6.12%
2008-10.17%2.39%-19.64%-17.73%
20073.01%6.79%8.48%5.99%
20063.85%-4.81%3.65%8.40%
2005-1.45%3.32%5.62%4.50%
20043.74%-1.95%1.29%10.76%
20032.18%11.40%4.72%10.03%
20020.62%-0.12%-7.49%7.28%
2001-6.25%2.49%-6.17%4.03%
20008.77%-4.00%-3.26%-5.41%
19992.58%7.14%0.69%44.97%
199810.34%-9.47%-10.76%15.51%
19970.00%5.08%6.89%-7.84%
19962.17%5.65%N/AN/A

Rank in category (by total return)

YTD27
1-month93
3-month42
1-year2
3-year39
5-year11

Load adjusted returns

1-year16.38%
3-year1.46%
5-year6.91%
10-year7.48%