Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSCNX (LOOMIS SAYLES SMALL CAP VALUE FUND CLASS N) | 15.49% | 27.28% | 15.71% | 8.07% | 9.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSCNX (LOOMIS SAYLES SMALL CAP VALUE FUND CLASS N) | 02/04/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 27.28 | 15.71 | 8.07 | 9.73 | NA | NA | … | … | 15.49 | 5.42 | 10.95 | 19.39 | -11.45 | 29.07 | 2.34 | 25.35 | -16.79 | 10.08 | 26.52 | -3.32 | 5.48 | 18.31 |
| Sharpe Ratio | NA | 1.41 | 0.66 | 0.27 | 0.37 | NA | NA | … | … | 2.01 | 0.12 | 0.40 | 0.88 | -0.52 | 1.49 | 0.05 | 1.70 | -1.11 | 0.80 | 1.53 | -0.22 | 0.39 | 1.28 |
| Standard Deviation(%) | NA | 16.72 | 19.14 | 20.34 | 22.31 | NA | NA | … | … | 17.97 | 21.45 | 18.27 | 18.07 | 24.97 | 19.51 | 44.31 | 14.06 | 16.40 | 11.86 | 17.22 | 15.57 | 14.12 | 15.88 |
| Draw Down(%) | NA | 10.78 | 24.91 | 24.91 | 44.54 | NA | NA | … | … | 10.78 | 21.81 | 9.75 | 12.68 | 22.86 | 8.59 | 44.31 | 8.76 | 26.02 | 6.32 | 13.20 | 14.65 | 11.98 | 7.72 |
| Yield(%) | 0.00 | 16.50 | 14.95 | 11.40 | 10.75 | 9.12 | 6.84 | … | … | 0.00 | 15.85 | 10.85 | 20.34 | 9.99 | 20.93 | 7.64 | 10.18 | 12.30 | 12.32 | 9.98 | 9.99 | 13.54 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCNX (LOOMIS SAYLES SMALL CAP VALUE FUND CLASS N) |
-8.84%
Mar 2017 – Mar 2020 |
-2.34%
Mar 2015 – Mar 2020 |
5.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCNX (LOOMIS SAYLES SMALL CAP VALUE FUND CLASS N) |
22.14%
Mar 2020 – Mar 2023 |
17.00%
Mar 2020 – Mar 2025 |
10.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart