LGMTX
Loomis Sayles Global Allocation Fund
LOOMIS SAYLES FUNDS II

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
10.79%
Sharpe
1.18
Sortino
2.17
Max drawdown
-29.44%
Best month
9.54%
Worst month
-9.65%
Beta vs VTSAX
0.82
Correlation
0.95

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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