LSAGX Performance — Loomis Sayles Global Growth Fund, Class A
Data updated: 2026-07-29
LSAGX returned −1.20% year to date and +8.29% over one year to May 2026. Annualised returns are +17.02% over 3 years and +6.94% over 5 years. The fund trailed its Global Large Blend category average: $100 invested three years ago grew to $160, against $163 for the category, and to $108 over one year, against $123. Volatility over the past three years was 17.84% a year. In the 12 months to May 2026 the fund lost a net $12.0M, and assets reached $126.48M.
LSAGX Growth of $100
What $100 invested in Loomis Sayles Global Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Blend category average over the same months.
| Period | LSAGX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $108 | $123 |
| 3 years (Jun 2023 – May 2026) | $160 | $163 |
| 5 years (Jun 2021 – May 2026) | $140 | $151 |
| Since data start (Sep 2019 – May 2026) | $217 | $207 |
LSAGX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −1.20% |
| 1 year | +8.29% |
| 3 years (annualised) | +17.02% |
| 5 years (annualised) | +6.94% |
LSAGX Annual Returns
Calendar-year total returns of Loomis Sayles Global Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | −1.20% |
| 2025 | +17.23% |
| 2024 | +22.24% |
| 2023 | +35.85% |
| 2022 | −26.13% |
| 2021 | +5.57% |
| 2020 | +35.03% |
| 2019 (Sep–Dec) | +7.14% |
LSAGX 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 | −2.0% | −5.0% | −6.7% | +9.3% | +4.1% | — | — | — | — | — | — | — |
| 2025 | +7.3% | −3.1% | −7.2% | +2.6% | +8.0% | +5.2% | +0.5% | +3.0% | +3.8% | +0.6% | −4.0% | +0.4% |
| 2024 | 0.0% | +6.5% | 0.0% | −5.5% | +4.8% | +4.4% | −1.0% | +4.1% | +4.7% | −1.6% | +5.8% | −1.3% |
| 2023 | +13.5% | −4.2% | +7.8% | −0.2% | +2.6% | +5.7% | +4.5% | −5.2% | −6.6% | −3.6% | +15.0% | +4.4% |
| 2022 | −6.0% | −4.1% | +0.4% | −12.5% | −2.9% | −5.8% | +9.6% | −3.7% | −9.6% | +1.4% | +10.7% | −4.8% |
| 2021 | −0.3% | +2.1% | +1.0% | +4.4% | −0.1% | +2.5% | −0.9% | +3.5% | −6.6% | +2.3% | −3.7% | +1.7% |
| 2020 | +0.7% | −6.6% | −9.1% | +11.6% | +6.5% | +6.2% | +5.9% | +7.4% | −2.8% | −0.5% | +9.3% | +4.0% |
| 2019 | — | — | — | — | — | — | — | — | −0.4% | +0.6% | +3.3% | +3.5% |
LSAGX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 17.84%
- 3-year Sharpe ratio: 0.70 (vs 4.5% risk-free rate)
- Best month: +14.99% (Nov 2023)
- Worst month: −7.16% (Mar 2025)
LSAGX Fund Flows
Monthly money in and out of Loomis Sayles Global Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$12.0M
- 12-month gross sales (incl. reinvestments): $20.3M
- Sales ÷ redemptions: 0.63×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $784K | $952K | −$168K |
| Apr 2026 | $1.3M | $849K | $423K |
| Mar 2026 | $3.1M | $7.8M | −$4.7M |
| Feb 2026 | $1.9M | $4.0M | −$2.0M |
| Jan 2026 | $3.0M | $1.2M | $1.8M |
| Dec 2025 | $2.5M | $1.4M | $1.1M |
| Nov 2025 | $1.1M | $793K | $258K |
| Oct 2025 | $1.6M | $6.2M | −$4.7M |
| Sep 2025 | $1.0M | $1.5M | −$435K |
| Aug 2025 | $628K | $973K | −$345K |
| Jul 2025 | $2.5M | $970K | $1.5M |
| Jun 2025 | $860K | $5.6M | −$4.7M |
LSAGX Assets Under Management
Net assets of Loomis Sayles Global Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $126.48M |
| 2026-02-28 | $123.64M |
| 2025-11-30 | $131.78M |
| 2025-08-31 | $135.97M |
| 2025-05-31 | $128.35M |
| 2025-02-28 | $111.38M |
| 2024-11-30 | $108.23M |
| 2024-08-31 | $99.30M |
| 2024-05-31 | $95.23M |
| 2024-02-29 | $104.25M |
| 2023-11-30 | $95.51M |
| 2023-08-31 | $98.89M |
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.