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LAGRX: Loomis Sayles Mid Cap Growth A (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/24/2000 |
| Last Dividend Date: | 04/22/2005 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.25% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/24/2000 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.9 | 11.1 | 13.0 | 8.1 | -2.1 | -8.1 | 34.3 | 12.6 | -7.3 | 34.5 | 26.4 | -45.7 | 39.4 | 6.7 | 15.3 | 18.0 | 39.7 | -36.6 | -49.5 | -32.4 |
| Sharpe Ratio | NA | -0.11 | 0.52 | 0.56 | 0.29 | -0.12 | -0.33 | 2.03 | 0.72 | -0.25 | 1.48 | 0.89 | -1.19 | 1.67 | 0.18 | 0.85 | 0.9 | 1.55 | -1.16 | -1.23 | -0.83 |
| Draw Down(%) | NA | 22.1 | 22.1 | 26.2 | 56.0 | 80.0 | 22.1 | 7.3 | 11.4 | 26.2 | 14.3 | 18.5 | 52.0 | 14.4 | 19.6 | 12.0 | 15.7 | 13.9 | 42.5 | 61.1 | 39.4 |
| Standard Deviation(%) | NA | 25.9 | 21.2 | 23.0 | 24.7 | 28.8 | 27.1 | 16.9 | 17.6 | 29.0 | 23.2 | 29.6 | 39.1 | 21.8 | 18.5 | 15.3 | 19.0 | 25.2 | 32.4 | 42.7 | 53.3 |
| Treynor Ratio | NA | -0.09 | 0.12 | 0.13 | 0.08 | -0.04 | -0.31 | 0.29 | 0.12 | -0.07 | 0.34 | 0.28 | -0.58 | 0.3 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.01 | -0.02 | -0.04 | -0.01 | -0.01 | -0.01 | 0.02 | -0.04 | -0.05 | 0.06 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.33 | 0.9 | 0.96 | 0.9 | 0.9 | 0.29 | 1.19 | 1.03 | 0.99 | 1.02 | 0.94 | 0.8 | 1.19 | 1.01 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.03 | 0.45 | 0.7 | 0.72 | 0.36 | 0.03 | 0.87 | 0.9 | 0.94 | 0.93 | 0.9 | 0.91 | 0.89 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 1700.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/24/2000
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See Mid-Cap Growth Asset Class Trend Rankings |
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