Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSCRX (LOOMIS SAYLES SMALL CAP VALUE FUND RETAIL CLASS) | 15.34% | 26.85% | 15.33% | 1.57% | 5.41% | 7.09% | 6.45% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSCRX (LOOMIS SAYLES SMALL CAP VALUE FUND RETAIL CLASS) | 12/15/1997 | 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 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 26.85 | 15.33 | 1.57 | 5.41 | 7.09 | 6.45 | … | … | 15.34 | 5.05 | 10.63 | 19.01 | -21.55 | 7.87 | -5.38 | 24.76 | -17.05 | 9.76 | 26.19 | -3.61 | 5.17 | 35.66 | 16.06 | -1.82 | 24.76 | 28.53 | -32.01 | 3.30 | 17.87 | 6.15 | 21.69 | 34.15 | -13.42 | 13.49 | 22.93 | -0.01 | -1.34 | 2.13 |
| Sharpe Ratio | NA | 1.38 | 0.64 | -0.05 | 0.16 | NA | NA | … | … | 1.99 | 0.10 | 0.38 | 0.86 | -0.84 | 0.30 | -0.13 | 1.66 | -1.13 | 0.77 | 1.51 | -0.23 | 0.37 | 2.68 | 1.04 | -0.06 | 1.08 | 0.92 | -0.83 | 0.01 | 1.01 | 0.29 | 1.51 | 2.24 | -0.68 | 0.64 | 0.94 | -0.32 | -0.28 | 4.51 |
| Standard Deviation(%) | NA | 16.79 | 19.16 | 22.44 | 23.36 | NA | NA | … | … | 18.05 | 21.47 | 18.28 | 18.06 | 27.52 | 26.35 | 44.66 | 14.04 | 16.38 | 11.89 | 17.22 | 15.53 | 14.12 | 13.28 | 15.48 | 31.65 | 22.89 | 30.95 | 39.67 | 17.80 | 14.41 | 13.38 | 13.73 | 14.94 | 21.34 | 17.51 | 19.95 | 10.66 | 17.07 | 12.89 |
| Draw Down(%) | NA | 10.83 | 24.97 | 37.37 | 44.88 | NA | NA | … | … | 10.83 | 21.85 | 9.76 | 12.76 | 24.24 | 18.80 | 44.34 | 8.82 | 26.07 | 6.35 | 13.21 | 14.67 | 12.05 | 5.28 | 11.78 | 27.69 | 18.81 | 27.70 | 45.86 | 11.43 | 12.05 | 9.03 | 9.64 | 11.77 | 30.02 | 17.07 | 9.51 | 14.72 | 32.72 | 2.06 |
| Yield(%) | 0.00 | 16.86 | 15.10 | 6.41 | 7.47 | 8.76 | 7.67 | … | … | 0.00 | 16.18 | 10.90 | 20.64 | 0.25 | 0.00 | 0.23 | 9.79 | 12.18 | 12.26 | 9.71 | 9.73 | 13.31 | 10.81 | 0.94 | 0.00 | 0.49 | 0.17 | 0.25 | 10.59 | 12.83 | 9.87 | 11.34 | 3.04 | 0.00 | 11.59 | 7.13 | 1.99 | 1.14 | 13.78 |
Data as of 06/04/2026, Common starting date is 12/15/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCRX (LOOMIS SAYLES SMALL CAP VALUE FUND RETAIL CLASS) |
-14.59%
Feb 2006 – Feb 2009 |
-3.69%
Dec 2017 – Dec 2022 |
2.27%
Oct 2013 – Oct 2023 |
4.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSCRX (LOOMIS SAYLES SMALL CAP VALUE FUND RETAIL CLASS) |
28.00%
Feb 2009 – Feb 2012 |
24.80%
Feb 2009 – Feb 2014 |
15.28%
Feb 2009 – Feb 2019 |
11.68%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart