Loomis Sayles Funds

  • Loomis Sayles Small Cap Value Fund

Loomis Sayles Small Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 0 0 0 0 0 0 0 0 0 0 0 0 0
1998 5.3 5.6 5.2 5 -17.2 -6.5 -1.3 -4.4 -0.5 4.4 7.1 -2.2 -2.3
1999 3.9 0.5 -1 -2.3 -3.4 -1.3 4.6 2 8.1 0 -7.1 -4.8 -1.8
2000 8.7 -8.4 1.8 -1.5 6.2 1.7 3.2 -4.3 0.2 5.7 7 -3.7 16.1
2001 7 -5 3.5 -10.6 -1.2 0.5 3.8 2.9 5.5 -3.7 -2.6 2.8 1.5
2002 -2 5 1.6 -7.6 1.6 -13.1 -3.4 -1.9 0.2 5.8 0.8 -0.2 -13.6
2003 2.4 0.5 8.2 -2.5 3.7 3.8 2.1 6.3 8.1 0.2 -2.2 -2.6 30.7
2004 4 -3.6 0.9 3.6 1.4 -4.2 4.4 0.8 -3.5 1.6 1.9 2.2 9.4
2005 -9 3.7 -2.5 0.7 -1.8 5.8 3.7 4.4 -5 -1.5 2.1 -3.3 -3.7
2006 -10.3 2.8 3.7 1.3 1.8 -3.2 0.2 -3.3 0.4 4 0.3 8.1 4.8
2007 -0.7 -5.7 1.5 2.2 2.3 -5.7 -1.6 4.8 2.2 1.5 0.4 2.4 3
2008 4.8 -9.5 -19.7 -6.5 3 2.7 -8.4 4.1 4.2 0.5 -2.8 -7.3 -32.2
2009 6.9 3.1 -5.7 5.2 3.5 9.6 0.7 2.5 13.1 8.7 -10.3 -9.1 28.2
2010 8.9 3.8 3.1 11 -6 7.1 -6.7 -7.5 5 5.9 3.4 -3.8 24.4
2011 0.9 1 14.7 -11.2 -8.6 -3.2 -2.1 -1.2 2.1 2.8 4.2 0.9 -2
2012 4 0.7 -0.5 2.1 2 0.6 2.6 -6.7 -1.2 3.2 2.5 6.1 15.7
2013 2.1 3 3.8 6.2 -3.2 5.5 -0.6 2.9 -0 4.1 2 5.3 35.4
2014 2.1 -0.8 7 -5.8 3.8 -5.1 4.7 1.2 -2.2 1.1 4.3 -4.4 4.9
2015 -5.2 2.4 6.4 -2.8 -6 -1.8 0.5 0.3 -1.6 2.1 6.5 -3.7 -3.8
2016 3.7 11.6 -3.2 -0.6 1.6 5.2 -0.7 2.2 1.3 8.9 2.1 -7.5 25.8
2017 -0.5 3 1 6.6 -2 1.8 2.4 -2.5 -0 -1.2 1.5 -0.1 10.1
2018 -12.3 1.1 -8.9 -3.2 2.9 2.1 0.5 2.8 0.1 0.3 -4.9 1.7 -17.7
2019 -5.9 2.1 0.9 2.7 -3.7 0.9 6.8 -7.9 5.6 -2.7 6.3 10.1 14.3
2020 7.5 14 4 -12.4 3.8 3.3 1.3 4.5 12.2 -23.3 -10.7 -3.5 -6.1
2021 -13.5 -2.4 3.8 -0.9 1.7 -1.6 -1.6 2.1 4 4.6 9.6 2.1 6.3
2022 -16.3 5 12 -10 -2.8 11.1 -9.4 2.6 -7 -0.8 -0 -5.7 -22.6
2023 -11.5 7 -5 -4.9 -2 5.2 9.3 -1.6 -1.1 -5.3 0.7 8.2 -3.4
2024 -2.6 6.4 4.9 -2.7 0 0 0 0 0 0 0 0 5.6