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Loomis Sayles Global Allocation Y (LSWWX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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25.49

+0.06

(+0.24%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★

Number of years up20

Number of years down7

Best 1-yr total return (23 June 2024)42.52%

Worst 1-yr total return (23 June 2024)N/A

Risk statistics

3 years

LSWWXCategory average

5 years

LSWWXCategory average

10 years

LSWWXCategory average

Alpha

2.42-0.04

0.95-0.03

1.12-0.03

BETA

1.330.01

1.240.01

1.240.01

Mean annual return

0.310.01

0.770.01

0.680.01

R-squared

93.420.89

92.580.89

92.060.89

Standard deviation

17.280.13

160.11

12.940.1

Sharpe ratio

0.030.01

0.440.01

0.510.01

Treynor ratio

-0.740.06

4.840.06

4.860.05