Nasdaq - Delayed Quote USD
Loomis Sayles Small Cap Value Instl (LSSCX)
19.92
+1.60
+(8.73%)
At close: 8:04:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.79% |
| 5y Average Return | 13.94% |
| Number of Years Up | 25 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Apr 9, 2025) | 35.94% |
| Worst 1Y Total Return (Apr 9, 2025) | -- |
| Best 3Y Total Return | 35.94% |
| Worst 3Y Total Return | 2.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LSSCX
Category
- YTD
- -6.27%
- 20.19%
- 1-Month
- -4.56%
- 0.02%
- 3-Month
- -6.27%
- 4.36%
- 1-Year
- -4.18%
- 60.18%
- 3-Year
- 5.44%
- 11.32%
- 5-Year
- 16.94%
- 13.88%
- 10-Year
- 6.86%
- 11.19%
- Last Bull Market
- 16.37%
- 27.98%
- Last Bear Market
- -13.41%
- -24.08%
Annual Total Return (%) History
Year
LSSCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -6.27% | -- | -- | -- |
| 2024 | 8.52% | -2.56% | 4.75% | 0.16% |
| 2023 | 3.26% | 6.48% | -1.91% | 10.76% |
| 2022 | -6.27% | -13.41% | -2.63% | 11.94% |
| 2021 | 17.12% | 4.60% | -0.71% | 6.07% |
| 2020 | -33.76% | 18.80% | 1.87% | 27.47% |
| 2019 | 14.29% | 3.72% | -0.14% | 5.66% |
| 2018 | -2.31% | 3.44% | 2.00% | -19.00% |
| 2017 | 0.40% | -0.11% | 6.47% | 3.05% |
| 2016 | 3.01% | 2.92% | 6.43% | 12.09% |
| 2015 | 4.73% | -0.69% | -10.21% | 3.48% |
| 2014 | 0.91% | 3.73% | -7.14% | 8.37% |
| 2013 | 11.91% | 2.44% | 8.56% | 9.24% |
| 2012 | 12.32% | -5.38% | 4.93% | 4.32% |
| 2011 | 8.05% | -1.04% | -21.38% | 17.10% |
| 2010 | 5.56% | -9.30% | 11.91% | 16.72% |
| 2009 | -11.28% | 16.97% | 19.42% | 3.96% |
| 2008 | -9.30% | -0.40% | -1.08% | -23.69% |
| 2007 | 4.50% | 5.50% | -1.34% | -4.90% |
| 2006 | 12.87% | -2.53% | -0.04% | 7.59% |
| 2005 | -2.64% | 2.99% | 4.85% | 1.09% |
| 2004 | 5.98% | 1.63% | 0.74% | 12.23% |
| 2003 | -4.42% | 17.40% | 5.07% | 14.12% |
| 2002 | 6.57% | -4.86% | -18.30% | 4.75% |
| 2001 | -3.46% | 12.81% | -11.09% | 17.59% |
| 2000 | 8.94% | -0.93% | 6.41% | 7.27% |
| 1999 | -11.36% | 15.42% | -6.63% | 5.06% |
| 1998 | 9.40% | -5.94% | -18.58% | 18.07% |
| 1997 | -1.73% | 14.98% | 14.37% | -2.51% |
| 1996 | 7.57% | 7.70% | 2.44% | 9.83% |
| 1995 | 6.69% | 5.11% | 13.88% | 3.50% |
| 1994 | -5.24% | -4.93% | 5.18% | -3.24% |
| 1993 | 6.44% | 2.12% | 12.86% | 1.64% |
| 1992 | 10.09% | -13.24% | 0.50% | 17.83% |
| 1991 | 16.23% | 13.85% | -- | -- |
Rank in Category (By Total Return)
| YTD | 23 |
| 1-Month | 16 |
| 3-Month | 23 |
| 1-Year | 62 |
| 3-Year | 10 |
| 5-Year | 25 |
Load Adjusted Returns
| 1-Year | -4.18% |
| 3-Year | 5.44% |
| 5-Year | 16.94% |
| 10-Year | 6.86% |
Performance & Risk
| YTD Return | -10.79% |
| 5y Average Return | 13.94% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Loomis Sayles Funds |
| Net Assets | 332.76M |
| YTD Return | -6.27% |
| Yield | 0.29% |
| Morningstar Rating | |
| Inception Date | May 13, 1991 |
Fund Summary
The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of "small-cap companies," including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.
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