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Loomis Sayles Small Cap Growth Retail (LCGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.89+0.10 (+0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.08%
5-year average return6.56%
Number of years up22
Number of years down5
Best 1-yr total return (30 Jun 2024)47.28%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return47.28%
Worst 3-yr total return-1.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCGRXCategory
YTD6.80%12.40%
1-month6.01%3.37%
3-month1.55%4.88%
1-year18.34%55.69%
3-year-1.33%19.34%
5-year8.48%20.72%
10-year9.71%13.98%
Last bull market23.99%27.85%
Last bear market-18.03%-24.06%

Annual total return (%) history

Year
LCGRXCategory
2024
N/AN/A
2023
11.66%N/A
2022
-23.10%N/A
2021
9.78%N/A
2020
33.75%38.62%
2019
26.23%27.68%
2018
0.23%-5.76%
2017
26.56%21.50%
2016
5.46%11.20%
2015
0.85%-2.41%
2014
0.78%2.44%
2013
47.28%40.91%
2012
9.96%13.15%
2011
2.88%-3.55%
2010
31.15%26.98%
2009
31.47%35.46%
2008
-39.94%-41.55%
2007
24.00%7.59%
2006
14.00%10.81%
2005
10.40%6.02%
2004
9.15%12.41%
2003
42.83%45.54%
2002
-41.64%-27.88%
2001
-44.55%-8.91%
2000
-18.39%-3.85%
1999
91.26%64.77%
1998
18.50%5.23%
1997
19.16%17.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.67%N/AN/AN/A
20234.27%4.56%-5.33%8.18%
2022-13.31%-18.03%0.35%7.85%
20212.83%4.02%-2.50%5.26%
2020-24.21%30.29%8.50%24.84%
201915.07%5.50%-5.34%9.83%
20184.73%9.44%8.18%-19.17%
20178.07%5.58%6.24%4.40%
2016-4.86%2.79%5.48%2.23%
20156.24%4.12%-11.79%3.35%
20141.53%-2.98%-5.44%8.20%
201313.81%7.86%13.55%5.66%
201211.42%-4.53%5.14%-1.68%
201112.06%2.01%-20.61%13.36%
20105.98%-7.19%12.92%18.08%
2009-8.62%15.92%14.04%8.83%
2008-15.86%3.85%-6.00%-26.87%
20075.70%10.33%6.33%0.00%
200616.74%-7.52%-0.76%6.40%
2005-2.83%6.24%6.07%0.83%
20042.43%2.58%-7.87%12.76%
2003-5.51%25.00%12.67%7.34%
2002-11.58%-16.22%-22.33%1.44%
2001-36.76%17.83%-40.36%24.77%
200015.89%-11.12%1.36%-21.84%
19993.73%13.82%5.19%54.00%
199812.12%-0.87%-22.05%36.77%
1997-15.00%20.94%21.98%-4.97%

Rank in category (by total return)

YTD31
1-month19
3-month28
1-year49
3-year39
5-year53

Load adjusted returns

1-year18.34%
3-year-1.33%
5-year8.48%
10-year9.71%