Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSSIX (LOOMIS SAYLES SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 18.17% | 28.61% | 14.86% | 5.15% | 11.81% | 11.04% | 10.30% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSSIX (LOOMIS SAYLES SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 12/26/1997 | 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 (%) | 1.81 | 28.61 | 14.86 | 5.15 | 11.81 | 11.04 | 10.30 | … | … | 18.17 | 3.57 | 14.94 | 11.92 | -22.93 | 9.91 | 34.15 | 26.59 | 0.19 | 26.85 | 5.72 | 1.20 | 1.13 | 46.99 | 10.29 | 3.20 | 31.40 | 31.90 | -39.80 | 24.26 | 14.31 | 10.69 | 9.43 | 43.32 | -41.56 | -44.41 | -18.15 | 91.82 | 18.73 | 2.22 |
| Sharpe Ratio | NA | 1.38 | 0.56 | 0.09 | 0.45 | NA | NA | … | … | 1.85 | 0.03 | 0.59 | 0.50 | -0.84 | 0.48 | 0.87 | 1.59 | -0.06 | 2.14 | 0.30 | 0.07 | 0.06 | 3.21 | 0.60 | 0.10 | 1.37 | 1.13 | -1.08 | 1.14 | 0.62 | 0.54 | 0.39 | 1.65 | -1.36 | -1.16 | -0.45 | 3.23 | 0.50 | 11.78 |
| Standard Deviation(%) | NA | 18.66 | 20.36 | 21.86 | 22.63 | NA | NA | … | … | 21.43 | 23.31 | 19.08 | 16.52 | 28.99 | 20.69 | 38.87 | 15.83 | 20.63 | 12.28 | 18.66 | 17.63 | 17.43 | 14.61 | 17.23 | 31.68 | 22.92 | 28.07 | 37.63 | 18.61 | 17.56 | 15.59 | 21.78 | 25.78 | 31.32 | 40.71 | 49.73 | 27.39 | 30.39 | 45.01 |
| Draw Down(%) | NA | 10.77 | 27.73 | 37.42 | 38.52 | NA | NA | … | … | 10.77 | 25.92 | 9.86 | 14.76 | 33.43 | 12.47 | 38.52 | 10.17 | 26.94 | 4.44 | 18.76 | 16.22 | 18.02 | 5.07 | 12.31 | 27.33 | 15.23 | 24.24 | 51.07 | 10.45 | 17.65 | 10.19 | 22.36 | 16.55 | 49.12 | 57.45 | 51.02 | 14.12 | 40.20 | 2.47 |
| Yield(%) | 0.00 | 7.72 | 5.10 | 6.07 | 9.30 | 9.90 | 10.97 | … | … | 0.00 | 7.34 | 4.09 | 2.58 | 2.25 | 18.80 | 2.31 | 10.36 | 10.16 | 14.14 | 0.00 | 7.49 | 13.80 | 8.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.23 | 2.93 | 0.00 | 0.00 | 0.05 |
Data as of 06/04/2026, Common starting date is 12/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSSIX (LOOMIS SAYLES SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
-42.52%
Feb 2000 – Feb 2003 |
-20.77%
Feb 2000 – Feb 2005 |
-9.22%
Feb 2000 – Feb 2010 |
-0.62%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSSIX (LOOMIS SAYLES SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
31.14%
Feb 2009 – Feb 2012 |
28.60%
Feb 2009 – Feb 2014 |
18.36%
Feb 2009 – Feb 2019 |
14.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart