Nasdaq - Delayed Quote USD

Loomis Sayles Small Cap Growth Instl (LSSIX)

26.78 +0.22 (+0.83%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.34%
5y Average Return 6.62%
Number of Years Up 22
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 47.71%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 47.71%
Worst 3Y Total Return -1.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSSIX
Category
YTD
6.75%
12.40%
1-Month
1.41%
3.37%
3-Month
6.75%
4.88%
1-Year
14.46%
55.69%
3-Year
-0.50%
19.34%
5-Year
8.35%
20.72%
10-Year
8.83%
13.98%
Last Bull Market
33.32%
27.85%
Last Bear Market
-17.96%
-24.06%

Annual Total Return (%) History

Year
LSSIX
Category
2024
--
--
2023
11.92%
--
2022
-22.92%
--
2021
10.07%
--
2020
34.11%
38.62%
2019
26.51%
27.68%
2018
0.45%
-5.76%
2017
26.86%
21.50%

2016
5.72%
11.20%
2015
1.11%
-2.41%
2014
1.06%
2.44%
2013
47.71%
40.91%
2012
10.29%
13.15%
2011
3.20%
-3.55%
2010
31.40%
26.98%
2009
31.90%
35.46%
2008
-39.80%
-41.55%
2007
24.26%
7.59%
2006
14.31%
10.81%
2005
10.69%
6.02%
2004
9.43%
12.41%
2003
43.32%
45.54%
2002
-41.56%
-27.88%
2001
-44.41%
-8.91%
2000
-18.15%
-3.85%
1999
91.82%
64.77%
1998
18.73%
5.23%
1997
19.43%
17.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.75% -- -- --
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 58
1-Month 84
3-Month 58
1-Year 73
3-Year 45
5-Year 56

Load Adjusted Returns

1-Year 14.46%
3-Year -0.50%
5-Year 8.35%
10-Year 8.83%

Performance & Risk

YTD Return 1.34%
5y Average Return 6.62%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Loomis Sayles Funds
Net Assets 2.34B
YTD Return 6.75%
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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