LIGYX Performance — Loomis Sayles International Growth Fund, Class Y
Data updated: 2026-08-28
LIGYX returned −8.26% year to date and −7.26% over one year to Jun 2026. Annualised returns are +5.62% over 3 years and +0.85% over 5 years. The fund trailed its International Large Blend category average: $100 invested three years ago grew to $118, against $155 for the category, and to $93 over one year, against $119. Volatility over the past three years was 18.01% a year. In the 12 months to Jun 2026 the fund lost a net $4.9M, and assets reached $24.16M.
LIGYX Growth of $100
What $100 invested in Loomis Sayles International Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Large Blend category average over the same months.
| Period | LIGYX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $93 | $119 |
| 3 years (Jul 2023 – Jun 2026) | $118 | $155 |
| 5 years (Jul 2021 – Jun 2026) | $104 | $146 |
| Since data start (Dec 2020 – Jun 2026) | $111 | $166 |
LIGYX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −8.26% |
| 1 year | −7.26% |
| 3 years (annualised) | +5.62% |
| 5 years (annualised) | +0.85% |
LIGYX Annual Returns
Calendar-year total returns of Loomis Sayles International Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | −8.26% |
| 2025 | +10.09% |
| 2024 | +13.44% |
| 2023 | +20.78% |
| 2022 | −17.50% |
| 2021 | −3.81% |
| 2020 (Dec–Dec) | +1.38% |
LIGYX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.4% | −4.6% | −8.8% | +6.8% | +4.7% | −3.4% | — | — | — | — | — | — |
| 2025 | +5.9% | −1.1% | −5.9% | +2.4% | +5.9% | +1.8% | −2.8% | +5.1% | +3.0% | −0.5% | −3.6% | +0.2% |
| 2024 | −2.4% | +8.4% | −0.8% | −4.5% | +4.8% | +0.3% | +0.1% | +6.6% | +6.0% | −4.5% | +3.2% | −3.2% |
| 2023 | +11.7% | −3.9% | +6.2% | −0.3% | −2.1% | +5.6% | +4.6% | −7.7% | −5.6% | −5.4% | +14.2% | +4.4% |
| 2022 | −5.7% | −2.8% | −1.0% | −7.8% | −1.8% | −3.9% | +6.3% | −3.1% | −8.5% | −1.1% | +15.0% | −2.5% |
| 2021 | +1.2% | +1.0% | −2.4% | +3.0% | +1.4% | +1.1% | −6.6% | +3.8% | −5.4% | +2.1% | −6.0% | +3.8% |
| 2020 | — | — | — | — | — | — | — | — | — | — | — | +1.4% |
LIGYX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 18.01%
- 3-year Sharpe ratio: 0.06 (vs 4.5% risk-free rate)
- Best month: +14.21% (Nov 2023)
- Worst month: −8.79% (Mar 2026)
LIGYX Fund Flows
Monthly money in and out of Loomis Sayles International Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$4.9M
- 12-month gross sales (incl. reinvestments): $3.3M
- Sales ÷ redemptions: 0.41×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $181K | $118K | $63K |
| May 2026 | $7K | $44K | −$37K |
| Apr 2026 | $317K | $14K | $303K |
| Mar 2026 | $511K | $124K | $387K |
| Feb 2026 | $409K | $2.3M | −$1.9M |
| Jan 2026 | $172K | $4.6M | −$4.4M |
| Dec 2025 | $281K | $90K | $191K |
| Nov 2025 | $227K | $92K | $135K |
| Oct 2025 | $482K | $138K | $344K |
| Sep 2025 | $581K | $156K | $426K |
| Aug 2025 | $122K | $307K | −$185K |
| Jul 2025 | $28K | $208K | −$181K |
LIGYX Assets Under Management
Net assets of Loomis Sayles International Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $24.16M |
| 2026-03-31 | $22.06M |
| 2025-12-31 | $31.89M |
| 2025-09-30 | $32.65M |
| 2025-06-30 | $31.02M |
| 2025-03-31 | $28.63M |
| 2024-12-31 | $29.06M |
| 2024-09-30 | $46.99M |
| 2024-06-30 | $37.75M |
| 2024-03-31 | $37.68M |
| 2023-12-31 | $30.72M |
| 2023-09-30 | $27.32M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.