Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCGRX (LOOMIS SAYLES SMALL CAP GROWTH FUND RETAIL CLASS) | 18.08% | 28.29% | 14.58% | 4.88% | 11.52% | 10.75% | 10.02% | … | … |
Data as of 06/04/2026, Common starting date is 03/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCGRX (LOOMIS SAYLES SMALL CAP GROWTH FUND RETAIL CLASS) | 03/24/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 28.29 | 14.58 | 4.88 | 11.52 | 10.75 | 10.02 | … | … | 18.08 | 3.28 | 14.61 | 11.65 | -23.11 | 9.60 | 33.79 | 26.31 | -0.05 | 26.55 | 5.46 | 0.95 | 0.86 | 46.53 | 9.96 | 2.87 | 31.15 | 31.47 | -39.94 | 24.00 | 14.00 | 10.40 | 9.15 | 42.83 | -41.64 | -44.55 | -35.97 |
| Sharpe Ratio | NA | 1.36 | 0.54 | 0.07 | 0.44 | NA | NA | … | … | 1.84 | 0.02 | 0.58 | 0.49 | -0.85 | 0.46 | 0.86 | 1.56 | -0.07 | 2.12 | 0.28 | 0.05 | 0.05 | 3.18 | 0.58 | 0.09 | 1.35 | 1.12 | -1.08 | 1.12 | 0.61 | 0.52 | 0.37 | 1.64 | -1.36 | -1.17 | -0.95 |
| Standard Deviation(%) | NA | 18.65 | 20.35 | 21.84 | 22.63 | NA | NA | … | … | 21.41 | 23.25 | 19.09 | 16.54 | 28.98 | 20.67 | 38.88 | 15.87 | 20.65 | 12.29 | 18.65 | 17.62 | 17.43 | 14.64 | 17.20 | 31.67 | 22.99 | 28.12 | 37.70 | 18.65 | 17.51 | 15.64 | 21.94 | 25.74 | 31.43 | 40.74 | 50.68 |
| Draw Down(%) | NA | 10.79 | 27.79 | 37.54 | 38.50 | NA | NA | … | … | 10.79 | 25.95 | 9.89 | 14.92 | 33.52 | 12.54 | 38.50 | 10.20 | 26.98 | 4.51 | 18.78 | 16.23 | 18.18 | 5.05 | 12.36 | 27.39 | 15.32 | 24.35 | 51.20 | 10.49 | 17.68 | 10.21 | 22.46 | 16.52 | 49.29 | 57.53 | 45.73 |
| Yield(%) | 0.00 | 9.02 | 5.87 | 6.76 | 9.94 | 10.27 | 11.24 | … | … | 0.00 | 8.57 | 4.74 | 2.96 | 2.58 | 20.93 | 2.56 | 11.36 | 11.00 | 15.13 | 0.00 | 7.94 | 14.46 | 9.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.25 | 2.28 |
Data as of 06/04/2026, Common starting date is 03/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCGRX (LOOMIS SAYLES SMALL CAP GROWTH FUND RETAIL CLASS) |
-36.30%
Apr 2000 – Apr 2003 |
-18.68%
Apr 2000 – Apr 2005 |
-7.35%
Aug 2000 – Aug 2010 |
0.26%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCGRX (LOOMIS SAYLES SMALL CAP GROWTH FUND RETAIL CLASS) |
30.76%
Feb 2009 – Feb 2012 |
28.22%
Feb 2009 – Feb 2014 |
18.04%
Feb 2009 – Feb 2019 |
14.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart