Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSMNX (Loomis Sayles Small/Mid Cap Growth Fund Class N) | 8.22% | 17.92% | 12.87% | 3.43% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSMNX (Loomis Sayles Small/Mid Cap Growth Fund Class N) | 10/02/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 17.92 | 12.87 | 3.43 | NA | NA | NA | … | … | 8.22 | 8.11 | 17.73 | 6.70 | -27.06 | 6.80 | 30.78 | 11.86 |
| Sharpe Ratio | NA | 0.84 | 0.51 | 0.05 | NA | NA | NA | … | … | 0.84 | 0.24 | 0.71 | 0.15 | -0.98 | 0.32 | 0.83 | 5.80 |
| Standard Deviation(%) | NA | 18.18 | 18.87 | 20.89 | NA | NA | NA | … | … | 21.09 | 22.52 | 15.78 | 16.11 | 29.15 | 21.26 | 36.54 | 9.76 |
| Draw Down(%) | NA | 11.00 | 24.37 | 35.47 | NA | NA | NA | … | … | 11.00 | 23.23 | 8.72 | 17.83 | 33.36 | 11.79 | 36.96 | 2.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.04 | 1.86 | 1.24 | 0.93 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.77 | 0.88 | 2.41 |
Data as of 06/05/2026, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMNX (Loomis Sayles Small/Mid Cap Growth Fund Class N) |
-3.97%
Apr 2021 – Apr 2024 |
2.45%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMNX (Loomis Sayles Small/Mid Cap Growth Fund Class N) |
14.48%
May 2023 – May 2026 |
11.00%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart