Nasdaq - Delayed Quote • USD
Loomis Sayles Small Cap Growth Instl (LSSIX)
At close: 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 9.92% |
5y Average Return | 8.23% |
Number of Years Up | 22 |
Number of Years Down | 5 |
Best 1Y Total Return (Sep 13, 2024) | 47.71% |
Worst 1Y Total Return (Sep 13, 2024) | -- |
Best 3Y Total Return | 47.71% |
Worst 3Y Total Return | -1.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LSSIX
Category
- YTD
- 12.67%
- 12.40%
- 1-Month
- 0.68%
- 3.37%
- 3-Month
- 5.35%
- 4.88%
- 1-Year
- 15.19%
- 55.69%
- 3-Year
- -0.48%
- 19.34%
- 5-Year
- 8.67%
- 20.72%
- 10-Year
- 9.93%
- 13.98%
- Last Bull Market
- 24.09%
- 27.85%
- Last Bear Market
- -17.96%
- -24.06%
Annual Total Return (%) History
Year
LSSIX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 6.75% | -0.39% | -- | -- |
2023 | 4.38% | 4.60% | -5.24% | 8.18% |
2022 | -13.27% | -17.96% | 0.39% | 7.90% |
2021 | 2.91% | 4.08% | -2.43% | 5.32% |
2020 | -24.14% | 30.39% | 8.57% | 24.89% |
2019 | 15.15% | 5.59% | -5.29% | 9.87% |
2018 | 4.76% | 9.51% | 8.27% | -19.13% |
2017 | 8.12% | 5.62% | 6.33% | 4.47% |
2016 | -4.83% | 2.86% | 5.56% | 2.32% |
2015 | 6.29% | 4.18% | -11.76% | 3.48% |
2014 | 1.58% | -2.88% | -5.38% | 8.26% |
2013 | 13.89% | 7.91% | 13.68% | 5.72% |
2012 | 11.52% | -4.51% | 5.27% | -1.62% |
2011 | 12.13% | 2.10% | -20.61% | 13.55% |
2010 | 5.95% | -7.11% | 13.05% | 18.10% |
2009 | -8.47% | 15.89% | 14.20% | 8.89% |
2008 | -15.81% | 3.89% | -5.90% | -26.86% |
2007 | 5.79% | 10.36% | 6.37% | 0.06% |
2006 | 16.91% | -7.57% | -0.66% | 6.50% |
2005 | -2.77% | 6.31% | 6.13% | 0.90% |
2004 | 2.49% | 2.64% | -7.72% | 12.72% |
2003 | -5.43% | 25.29% | 12.58% | 7.45% |
2002 | -11.52% | -16.21% | -22.28% | 1.42% |
2001 | -36.69% | 17.87% | -40.31% | 24.80% |
2000 | 15.98% | -11.04% | 1.43% | -21.79% |
1999 | 3.79% | 13.91% | 5.29% | 54.09% |
1998 | 12.10% | -0.79% | -21.92% | 36.72% |
1997 | -14.90% | 20.80% | 22.08% | -4.84% |
Rank in Category (By Total Return)
YTD | 34 |
1-Month | 43 |
3-Month | 65 |
1-Year | 61 |
3-Year | 36 |
5-Year | 58 |
Load Adjusted Returns
1-Year | 15.19% |
3-Year | -0.48% |
5-Year | 8.67% |
10-Year | 9.93% |
Performance & Risk
YTD Return | 9.92% |
5y Average Return | 8.23% |
Rank in Category (ytd) | 34 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.98 |
Morningstar Risk Rating |
Fund Overview
Category | Small Growth |
Fund Family | Loomis Sayles Funds |
Net Assets | 2.37B |
YTD Return | 12.67% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Dec 31, 1996 |
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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