Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LSSIX (LOOMIS SAYLES SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | -0.31% | 8.00% | 10.79% | 7.82% | 8.48% | 12.13% | 9.77% | 7.33% |
Data as of 07/10/2025, AR inception 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 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.90 | 8.00 | 10.79 | 7.82 | 8.48 | 12.13 | 9.77 | 7.33 | -0.31 | 10.95 | 9.39 | -25.20 | -8.49 | 31.83 | 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 | 0.16 | 0.36 | 0.25 | 0.31 | NA | NA | 0.22 | -0.19 | 0.22 | 0.31 | -0.91 | -0.30 | 0.81 | 1.59 | -0.05 | 2.14 | 0.30 | 0.07 | 0.06 | 3.21 | 0.60 | 0.10 | 1.37 | 1.13 | -1.08 | 1.15 | 0.63 | 0.55 | 0.39 | 1.65 | -1.36 | -1.16 | -0.45 | 3.23 | 0.51 | 11.78 |
| Standard Deviation(%) | NA | 25.17 | 21.09 | 22.29 | 22.75 | NA | NA | 26.07 | 28.08 | 19.56 | 16.72 | 29.19 | 28.23 | 38.85 | 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 | 27.73 | 27.73 | 37.42 | 38.52 | NA | NA | 83.40 | 25.92 | 11.07 | 14.76 | 33.43 | 22.22 | 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 | 3.80 | 3.43 | 7.15 | 7.64 | 12.96 | 11.26 | 8.53 | 0.00 | 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 07/10/2025, AR inception 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