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Loomis Sayles Small Cap Value N (LSCNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.79+0.19 (+0.84%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.39%
5-year average return8.36%
Number of years up7
Number of years down3
Best 1-yr total return (17 Apr 2024)29.06%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return29.06%
Worst 3-yr total return2.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSCNXCategory
YTD8.57%20.19%
1-month6.37%0.02%
3-month8.57%4.36%
1-year25.67%60.18%
3-year8.15%11.32%
5-year10.65%13.88%
10-year8.34%11.19%
Last bull market50.43%27.98%
Last bear market-13.41%-24.08%

Annual total return (%) history

Year
LSCNXCategory
2024
N/AN/A
2023
19.46%N/A
2022
-11.47%N/A
2021
29.06%N/A
2020
2.23%10.99%
2019
25.20%23.75%
2018
-16.49%-12.72%
2017
10.13%12.28%
2016
26.54%20.78%
2015
-3.28%-5.38%
2014
5.37%3.79%
2013
N/A37.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.57%N/AN/AN/A
20233.21%6.53%-1.91%10.77%
2022-6.27%-13.41%-2.63%12.01%
202117.15%4.60%-0.71%6.08%
2020-33.75%18.79%1.87%27.52%
201914.33%3.72%-0.10%5.69%
2018-2.31%3.47%2.02%-19.02%
20170.43%-0.09%6.49%3.06%
20163.01%2.95%6.45%12.09%
20154.76%-0.66%-10.20%3.50%
20140.93%3.75%-7.14%8.35%
20132.47%8.55%9.25%N/A

Rank in category (by total return)

YTD12
1-month3
3-month12
1-year11
3-year7
5-year28

Load adjusted returns

1-year25.67%
3-year8.15%
5-year10.65%
10-year8.34%