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Loomis Sayles Small Cap Value Admin (LSVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.62-0.19 (-0.96%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.59%
5-year average return7.95%
Number of years up18
Number of years down7
Best 1-yr total return (15 Apr 2024)35.26%
Worst 1-yr total return (15 Apr 2024)N/A
Best 3-yr total return35.26%
Worst 3-yr total return1.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSVAXCategory
YTD8.44%20.19%
1-month6.35%0.02%
3-month8.44%4.36%
1-year24.96%60.18%
3-year7.56%11.32%
5-year10.04%13.88%
10-year7.74%11.19%
Last bull market49.81%27.98%
Last bear market-13.50%-24.08%

Annual total return (%) history

Year
LSVAXCategory
2024
N/AN/A
2023
18.81%N/A
2022
-11.99%N/A
2021
28.41%N/A
2020
1.65%10.99%
2019
24.46%23.75%
2018
-16.94%-12.72%
2017
9.50%12.28%
2016
25.80%20.78%
2015
-3.81%-5.38%
2014
4.80%3.79%
2013
35.26%37.39%
2012
15.75%15.46%
2011
-2.04%-4.07%
2010
24.45%25.61%
2009
28.18%31.80%
2008
-32.17%-36.56%
2007
2.93%-1.10%
2006
17.66%15.03%
2005
5.77%6.75%
2004
21.19%18.94%
2003
33.89%43.41%
2002
-13.63%-16.22%
2001
13.26%8.92%
2000
22.60%11.89%
1999
-0.28%19.95%
1998
N/A-3.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.44%N/AN/AN/A
20233.10%6.36%-2.01%10.57%
2022-6.43%-13.50%-2.78%11.84%
202117.00%4.47%-0.84%5.95%
2020-33.84%18.64%1.72%27.30%
201914.15%3.60%-0.26%5.52%
2018-2.44%3.32%1.87%-19.12%
20170.27%-0.21%6.34%2.92%
20162.85%2.81%6.28%11.94%
20154.61%-0.81%-10.34%3.39%
20140.77%3.62%-7.27%8.24%
201311.77%2.33%8.41%9.10%
201212.17%-5.48%4.79%4.18%
20117.94%-1.21%-21.45%16.94%
20105.41%-9.40%11.84%16.52%
2009-11.36%16.76%19.28%3.83%
2008-9.45%-0.55%-1.16%-23.80%
20074.35%5.39%-1.47%-5.01%
200612.67%-2.65%-0.15%7.43%
2005-2.76%2.88%4.66%1.02%
20045.87%1.49%0.63%12.09%
2003-4.50%17.23%4.92%13.99%
20026.43%-4.96%-18.37%4.59%
2001-3.60%12.68%-11.21%17.43%
20008.89%-1.14%6.38%7.06%
1999-11.52%15.26%-6.81%4.92%
1998-6.04%-18.72%17.88%N/A

Rank in category (by total return)

YTD13
1-month3
3-month13
1-year13
3-year10
5-year40

Load adjusted returns

1-year24.96%
3-year7.56%
5-year10.04%
10-year7.74%