Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSSCX (LOOMIS SAYLES SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 16.79% | 26.28% | 14.72% | 8.30% | 9.74% | 10.11% | 8.87% | … | … |
Data as of 06/09/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSSCX (LOOMIS SAYLES SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 12/27/1995 | 06/09/2026 |
| 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 26.28 | 14.72 | 8.30 | 9.74 | 10.11 | 8.87 | … | … | 16.79 | 7.75 | 10.89 | 19.39 | -11.52 | 29.02 | 2.29 | 25.06 | -16.81 | 10.01 | 26.53 | -3.40 | 5.43 | 36.03 | 16.34 | -1.57 | 25.07 | 28.84 | -31.81 | 3.53 | 18.21 | 6.23 | 21.73 | 34.55 | -13.23 | 13.75 | 23.15 | 0.34 | -1.08 | 26.20 | 30.35 | -7.56 |
| Sharpe Ratio | NA | 1.36 | 0.62 | 0.26 | 0.36 | NA | NA | … | … | 1.86 | 0.23 | 0.40 | 0.88 | -0.52 | 1.49 | 0.05 | 1.68 | -1.11 | 0.79 | 1.53 | -0.22 | 0.38 | 2.71 | 1.06 | -0.05 | 1.09 | 0.93 | -0.82 | 0.02 | 1.03 | 0.30 | 1.51 | 2.27 | -0.67 | 0.66 | 0.95 | -0.28 | -0.27 | 2.17 | 3.22 | -0.86 |
| Standard Deviation(%) | NA | 16.80 | 19.03 | 20.33 | 22.29 | NA | NA | … | … | 17.83 | 21.54 | 18.25 | 18.09 | 24.94 | 19.49 | 44.22 | 14.06 | 16.38 | 11.90 | 17.21 | 15.54 | 14.13 | 13.28 | 15.50 | 31.66 | 22.88 | 31.03 | 39.69 | 17.80 | 14.41 | 13.44 | 13.72 | 14.92 | 21.33 | 17.53 | 19.94 | 10.67 | 17.07 | 10.35 | 8.22 | 120.70 |
| Draw Down(%) | NA | 10.82 | 24.89 | 24.89 | 44.65 | NA | NA | … | … | 10.82 | 21.81 | 9.76 | 12.69 | 22.87 | 8.62 | 44.31 | 8.79 | 26.02 | 6.32 | 13.16 | 14.63 | 11.99 | 5.26 | 11.74 | 27.66 | 18.73 | 27.66 | 45.74 | 11.37 | 11.97 | 9.07 | 9.60 | 11.74 | 29.95 | 17.04 | 9.51 | 14.67 | 32.64 | 7.22 | 10.71 | 8.89 |
| Yield(%) | 0.00 | 16.15 | 14.38 | 11.38 | 10.65 | 11.38 | 9.86 | … | … | 0.00 | 15.79 | 10.79 | 20.29 | 9.93 | 20.86 | 7.59 | 9.95 | 12.23 | 12.25 | 9.90 | 9.91 | 13.47 | 11.02 | 1.23 | 0.20 | 0.76 | 0.44 | 0.47 | 10.75 | 13.03 | 9.97 | 11.14 | 3.28 | 0.00 | 11.84 | 7.42 | 2.28 | 1.38 | 18.55 | 16.46 | 0.25 |
Data as of 06/09/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSSCX (LOOMIS SAYLES SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-14.37%
Feb 2006 – Feb 2009 |
-3.31%
Feb 2004 – Feb 2009 |
5.02%
Feb 1999 – Feb 2009 |
5.50%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSSCX (LOOMIS SAYLES SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
28.32%
Feb 2009 – Feb 2012 |
25.11%
Feb 2009 – Feb 2014 |
15.56%
Feb 2009 – Feb 2019 |
13.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart