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Loomis Sayles Value A (LSVRX)

On Dec 18: 16.65   0.10 (0.60%)

MORE ON LSVRX

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Average Year to Date Return: 17.49% 5-Year Average Return: 3.44% Number of Years Up: 1 Number of Years Down: 1 Best 1-Yr Total Return (2007): 5.74% Worst 1-Yr Total Return (2008): -33.59% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: -12.32% 3-Year: -6.03% 5-Year: 3.20% 10-Year: 2.99%
TRAILING RETURNS (%) VS. BENCHMARKS   Return LSVRX Category Diff Index* Diff Year To Date 17.49 21.73 -4.24 24.07 -6.58 1-Month 4.78 5.16 -0.38 6.00 -1.22 3-Month 5.24 6.45 -1.21 7.91 -2.67 1-Year 21.69 24.67 -2.98 25.39 -3.7 3-Year -5.44 -7.33 1.89 -5.79 0.35 5-Year 3.44 0.27 3.17 0.71 2.73 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 46.09 47.53 -1.44 45.76 0.33 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -17.37 -16.99 -0.38 -18.25 0.88 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year LSVRX Category Diff 2009 N/A N/A N/A 2008 -33.59 -37.09 3.50 2007 5.74 1.42 4.32 2006 N/A 18.15 N/A 2005 N/A 5.95 N/A 2004 N/A 12.97 N/A 2003 N/A 28.44 N/A 2002 N/A -18.69 N/A 2001 N/A -4.99 N/A 2000 N/A 7.87 N/A 1999 N/A 6.72 N/A PAST QUARTERLY RETURNS (%) FOR LSVRX   Q1 Q2 Q3 Q4 2009 -13.05 14.36 16.45 N/A 2008 -7.38 -4.18 -6.86 -19.66 2007 1.43 6.39 0.00 -2.01 2006 N/A N/A 6.86 8.28 2005 N/A N/A N/A N/A 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 879 1293 67.98 1-Month 776 1338 58.00 3-Month 1023 1329 76.98 6-Month 1042 1320 78.94 1-Year 685 1280 53.52 3-Year 235 1088 21.60 5-Year 917 N/A
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