Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSSNX (LOOMIS SAYLES SMALL CAP GROWTH FUND CLASS N) | 18.25% | 28.80% | 15.02% | 5.28% | 11.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSSNX (LOOMIS SAYLES SMALL CAP GROWTH 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 (%) | 1.83 | 28.80 | 15.02 | 5.28 | 11.94 | NA | NA | … | … | 18.25 | 6.10 | 11.17 | 9.57 | -25.08 | -8.17 | 32.00 | 26.73 | 0.33 | 27.02 | 5.85 | 1.29 | 1.13 | 30.38 |
| Sharpe Ratio | NA | 1.39 | 0.56 | 0.09 | 0.45 | NA | NA | … | … | 1.86 | 0.14 | 0.23 | 0.32 | -0.91 | -0.29 | 0.81 | 1.60 | -0.05 | 2.16 | 0.30 | 0.07 | 0.06 | 2.17 |
| Standard Deviation(%) | NA | 18.65 | 20.36 | 21.86 | 22.63 | NA | NA | … | … | 21.43 | 23.35 | 19.55 | 16.76 | 29.21 | 28.04 | 38.83 | 15.86 | 20.65 | 12.26 | 18.60 | 17.62 | 17.42 | 15.57 |
| Draw Down(%) | NA | 10.73 | 27.70 | 37.39 | 38.49 | NA | NA | … | … | 10.73 | 25.89 | 10.98 | 14.70 | 33.40 | 22.01 | 38.49 | 10.13 | 26.93 | 4.45 | 18.72 | 16.19 | 17.98 | 6.07 |
| Yield(%) | 0.00 | 7.57 | 5.01 | 6.00 | 9.27 | 8.35 | 6.26 | … | … | 0.00 | 7.20 | 4.02 | 2.53 | 2.22 | 18.59 | 2.29 | 10.28 | 10.06 | 14.08 | 0.00 | 7.48 | 13.79 | 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 |
|---|---|---|---|---|
| LSSNX (LOOMIS SAYLES SMALL CAP GROWTH FUND CLASS N) |
-3.79%
Apr 2021 – Apr 2024 |
2.11%
Mar 2021 – Mar 2026 |
6.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSSNX (LOOMIS SAYLES SMALL CAP GROWTH FUND CLASS N) |
23.26%
Dec 2018 – Dec 2021 |
22.48%
Feb 2016 – Feb 2021 |
12.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart