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Loomis Sayles Small Cap Value Retail (LSCRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
23.25+0.44 (+1.93%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.09%
5-Year Average Return10.47%
Number of Years Up20
Number of Years Down7
Best 1 Yr Total Return (Mar 26, 2024)35.57%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return35.57%
Worst 3-Yr Total Return1.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSCRXCategory
YTD2.00%20.19%
1-Month4.88%0.02%
3-Month11.03%4.36%
1-Year11.59%60.18%
3-Year7.24%11.32%
5-Year8.42%13.88%
10-Year7.47%11.19%
Last Bull Market50.13%27.98%
Last Bear Market-13.46%-24.08%

Annual Total Return (%) History

Year
LSCRXCategory
2023
19.10%N/A
2022
-11.75%N/A
2021
28.71%N/A
2020
1.94%10.99%
2019
24.78%23.75%
2018
-16.76%-12.72%
2017
9.78%12.28%
2016
26.14%20.78%
2015
-3.57%-5.38%
2014
5.07%3.79%
2013
35.57%37.39%
2012
16.06%15.46%
2011
-1.82%-4.07%
2010
24.76%25.61%
2009
28.53%31.80%
2008
-32.01%-36.56%
2007
3.21%-1.10%
2006
17.97%15.03%
2005
6.05%6.75%
2004
21.50%18.94%
2003
34.15%43.41%
2002
-13.42%-16.22%
2001
13.60%8.92%
2000
22.96%11.89%
1999
0.02%19.95%
1998
-1.34%-3.03%
1997
25.62%26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.12%6.46%-1.97%10.66%
2022-6.36%-13.46%-2.70%11.94%
202117.05%4.53%-0.79%6.03%
2020-33.80%18.73%1.77%27.43%
201914.21%3.68%-0.18%5.56%
2018-2.40%3.41%1.91%-19.07%
20170.32%-0.14%6.38%3.01%
20162.91%2.89%6.35%12.02%
20154.66%-0.73%-10.28%3.44%
20140.86%3.66%-7.20%8.28%
201311.84%2.37%8.50%9.13%
201212.24%-5.44%4.91%4.23%
20118.00%-1.12%-21.41%16.98%
20105.46%-9.33%11.87%16.63%
2009-11.31%16.91%19.36%3.86%
2008-9.38%-0.50%-1.09%-23.77%
20074.42%5.43%-1.38%-4.94%
200612.74%-2.59%-0.11%7.53%
2005-2.70%2.93%4.77%1.06%
20045.92%1.56%0.71%12.16%
2003-4.49%17.33%4.94%14.06%
20026.47%-4.91%-18.32%4.70%
2001-3.51%12.76%-11.19%17.55%
20008.95%-1.03%6.37%7.21%
1999-11.47%15.38%-6.69%4.94%
19989.34%-5.99%-18.65%17.98%
1997-1.73%14.80%14.34%-2.62%

Rank In Category (By Total Return)

YTD44
1-Month47
3-Month79
1-Year32
3-Year11
5-Year46

Load Adjusted Returns

1-Year11.59%
3-Year7.24%
5-Year8.42%
10-Year7.47%