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Loomis Sayles Small Capital Value Fund Institutional Class (LSSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.27+0.08 (+0.33%)
At close: 8:01PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return12.85%
5-year average return7.36%
Number of years up21
Number of years down7
Best 1-yr total return (3 Feb 2019)35.94%
Worst 1-yr total return (3 Feb 2019)-31.81%
Best 3-yr total return35.94%
Worst 3-yr total return-5.85%

Trailing returns (%) vs. Benchmarks

ReturnLSSCXCategory
YTD-21.31%-16.88%
1-month1.25%2.58%
3-month18.80%22.95%
1-year-16.98%-11.41%
3-year-3.40%-0.64%
5-year1.22%2.49%
10-year9.00%9.32%
Last bull market29.96%27.79%
Last bear market-23.87%-24.02%

Annual total return (%) history

Year
LSSCXCategory
2020
N/AN/A
2019
25.08%23.75%
2018
-16.52%-12.72%
2017
10.02%12.28%
2016
26.47%20.78%
2015
-3.36%-5.38%
2014
5.33%3.79%
2013
35.94%37.39%
2012
16.34%15.46%
2011
-1.57%-4.07%
2010
25.07%25.61%
2009
28.84%31.80%
2008
-31.81%-36.56%
2007
3.44%-1.10%
2006
18.31%15.03%
2005
6.28%6.75%
2004
21.78%18.94%
2003
34.55%43.41%
2002
-13.23%-16.22%
2001
13.87%8.92%
2000
23.19%11.89%
1999
0.37%19.95%
1998
-1.08%-3.03%
1997
25.99%26.36%
1996
30.35%21.50%
1995
32.18%27.21%
1994
-8.31%-1.76%
1993
24.68%17.65%
1992
13.12%13.94%
1991
N/A40.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-33.76%18.80%N/AN/A
201914.29%3.72%-0.14%5.66%
2018-2.31%3.44%2.00%-19.00%
20170.40%-0.11%6.47%3.05%
20163.01%2.92%6.43%12.09%
20154.73%-0.69%-10.21%3.48%
20140.91%3.73%-7.14%8.37%
201311.91%2.44%8.56%9.24%
201212.32%-5.38%4.93%4.32%
20118.05%-1.04%-21.38%17.10%
20105.56%-9.30%11.91%16.72%
2009-11.28%16.97%19.42%3.96%
2008-9.30%-0.40%-1.08%-23.69%
20074.50%5.50%-1.34%-4.90%
200612.87%-2.53%-0.04%7.59%
2005-2.64%2.99%4.85%1.09%
20045.98%1.63%0.74%12.23%
2003-4.42%17.40%5.07%14.12%
20026.57%-4.86%-18.30%4.75%
2001-3.46%12.81%-11.09%17.59%
20008.94%-0.93%6.41%7.27%
1999-11.36%15.42%-6.63%5.06%
19989.40%-5.94%-18.58%18.07%
1997-1.73%14.98%14.37%-2.51%
19967.57%7.70%2.44%9.83%
19956.69%5.11%13.88%3.50%
1994-5.24%-4.93%5.18%-3.24%
19936.44%2.12%12.86%1.64%
199210.09%-13.24%0.50%17.83%
199116.23%13.85%N/AN/A

Rank in category (by total return)

YTD85
1-month84
3-month82
1-year87
3-year84
5-year77

Load adjusted returns

1-year-16.98%
3-year-3.40%
5-year1.22%
10-year9.00%