Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LCGRX (LOOMIS SAYLES SMALL CAP GROWTH FUND RETAIL CLASS) | -12.45% | -4.85% | -1.68% | 1.23% | 3.83% | 7.61% | 7.69% | 1.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCGRX (LOOMIS SAYLES SMALL CAP GROWTH FUND RETAIL CLASS) | 03/24/2000 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 03/24/2000.
AR inception is since 03/24/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.34 | -4.85 | -1.68 | 1.23 | 3.83 | 7.61 | 7.69 | 1.21 | -12.45 | 9.98 | 8.74 | -25.70 | -10.88 | 31.22 | 26.31 | -0.05 | 26.55 | 5.46 | 0.95 | 0.86 | 46.53 | 9.96 | 2.87 | 31.15 | 31.47 | -39.94 | 24.00 | 14.00 | 10.40 | 9.15 | 42.83 | -41.64 | -44.55 | -35.97 |
| Sharpe Ratio | NA | -0.44 | -0.26 | -0.03 | 0.08 | NA | NA | -0.01 | -1.14 | 0.17 | 0.27 | -0.93 | -0.36 | 0.79 | 1.57 | -0.07 | 2.12 | 0.28 | 0.05 | 0.05 | 3.18 | 0.58 | 0.09 | 1.35 | 1.12 | -1.08 | 1.13 | 0.62 | 0.53 | 0.37 | 1.64 | -1.36 | -1.16 | -0.95 |
| Standard Deviation(%) | NA | 25.23 | 22.96 | 25.07 | 23.82 | NA | NA | 26.03 | 32.98 | 19.71 | 16.80 | 29.23 | 29.89 | 38.86 | 15.87 | 20.65 | 12.29 | 18.65 | 17.62 | 17.43 | 14.64 | 17.20 | 31.67 | 22.99 | 28.12 | 37.70 | 18.65 | 17.51 | 15.64 | 21.94 | 25.74 | 31.43 | 40.74 | 50.68 |
| Draw Down(%) | NA | 30.71 | 30.71 | 49.21 | 49.21 | NA | NA | 81.72 | 25.95 | 11.61 | 14.92 | 33.52 | 24.06 | 38.50 | 10.20 | 26.98 | 4.51 | 18.78 | 16.23 | 18.18 | 5.05 | 12.36 | 27.39 | 15.32 | 24.35 | 51.20 | 10.49 | 17.68 | 10.21 | 22.46 | 16.52 | 49.29 | 57.53 | 45.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.31 | 7.28 | 7.99 | 1.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.36 | 11.00 | 15.13 | 0.00 | 7.94 | 14.46 | 9.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.25 | 2.28 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCGRX (LOOMIS SAYLES SMALL CAP GROWTH FUND RETAIL CLASS) |
-36.30%
Apr 2000 - Apr 2003 |
-18.68%
Apr 2000 - Apr 2005 |
-7.35%
Aug 2000 - Aug 2010 |
0.26%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCGRX (LOOMIS SAYLES SMALL CAP GROWTH FUND RETAIL CLASS) |
30.76%
Feb 2009 - Feb 2012 |
28.22%
Feb 2009 - Feb 2014 |
18.04%
Feb 2009 - Feb 2019 |
13.04%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart