Loomis Sayles Small Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1997 | 1.78 | -1.3 | -2.17 | -0.99 | 10.82 | 4.64 | 4.59 | 2.24 | 5.77 | -3.2 | -0.37 | 1.13 | 24.5 |
| 1998 | -2.2 | 7.03 | 4.46 | -0.44 | -4.34 | -1.29 | -6.48 | -17.21 | 5.06 | 5.27 | 5.61 | 6.12 | -1.3 |
| 1999 | -4.74 | -7.06 | 0 | 8.16 | 2.02 | 4.57 | -1.3 | -3.34 | -2.21 | -1.04 | 2.06 | 3.87 | -0 |
| 2000 | -3.71 | 7.07 | 5.68 | 0.16 | -4.28 | 3.23 | 1.67 | 6.26 | -1.55 | 1.82 | -3.24 | 8.79 | 22.9 |
| 2001 | 2.78 | -2.61 | -3.6 | 5.5 | 2.87 | 3.91 | 0.54 | -1.16 | -10.63 | 3.53 | 6.02 | 7.01 | 13.5 |
| 2002 | -0.19 | 0.86 | 5.76 | 0.27 | -1.84 | -3.39 | -13.07 | 1.63 | -7.56 | 1.62 | 5.99 | -2.8 | -13.4 |
| 2003 | -2.6 | -2.22 | 0.29 | 8.17 | 6.22 | 2.12 | 3.75 | 3.76 | -2.52 | 8.29 | 2.94 | 2.34 | 34.2 |
| 2004 | 2.28 | 1.9 | 1.62 | -3.47 | 0.79 | 4.39 | -4.13 | 1.55 | 3.6 | 0.94 | 6.89 | 4.01 | 21.8 |
| 2005 | -3.28 | 2.07 | -1.44 | -4.86 | 4.46 | 3.67 | 5.85 | -1.74 | 0.74 | -2.5 | 3.73 | -0.11 | 6.1 |
| 2006 | 8.11 | 0.3 | 3.98 | 0.43 | -3.25 | 0.25 | -3.2 | 1.84 | 1.33 | 3.71 | 2.84 | 0.72 | 17.9 |
| 2007 | 2.4 | 0.41 | 1.55 | 2.19 | 4.82 | -1.57 | -5.67 | 2.31 | 2.19 | 1.54 | -5.7 | -0.66 | 3.3 |
| 2008 | -7.29 | -2.78 | 0.54 | 4.2 | 4.21 | -8.36 | 2.68 | 3.01 | -6.48 | -19.65 | -9.49 | 4.82 | -32 |
| 2009 | -9.01 | -10.3 | 8.67 | 13.16 | 2.53 | 0.76 | 9.56 | 3.46 | 5.3 | -5.72 | 3.06 | 6.88 | 28.5 |
| 2010 | -3.77 | 3.43 | 5.96 | 5.09 | -7.52 | -6.71 | 7.14 | -5.93 | 11 | 3.08 | 3.89 | 8.91 | 24.8 |
| 2011 | 0.87 | 4.17 | 2.78 | 2.14 | -1.17 | -2.05 | -3.19 | -8.58 | -11.19 | 14.77 | 1.02 | 0.9 | -1.8 |
| 2012 | 6.1 | 2.47 | 3.23 | -1.2 | -6.69 | 2.57 | 0.62 | 2.02 | 2.2 | -0.52 | 0.7 | 4.04 | 16.1 |
| 2013 | 5.27 | 2.01 | 4.16 | -0.03 | 2.97 | -0.55 | 5.51 | -3.17 | 6.19 | 3.83 | 2.99 | 2.12 | 35.7 |
| 2014 | -4.4 | 4.29 | 1.16 | -2.14 | 1.18 | 4.7 | -5.08 | 3.78 | -5.79 | 6.98 | -0.81 | 2.14 | 5.2 |
| 2015 | -3.73 | 6.49 | 2.09 | -1.51 | 0.31 | 0.48 | -1.81 | -5.98 | -2.81 | 6.42 | 2.45 | -5.17 | -3.6 |
| 2016 | -7.43 | 2.08 | 8.9 | 1.28 | 2.27 | -0.67 | 5.2 | 1.64 | -0.54 | -3.18 | 11.59 | 3.73 | 26.2 |
| 2017 | -0.06 | 1.53 | -1.14 | -0.03 | -2.45 | 2.4 | 1.79 | -1.96 | 6.6 | 1 | 3.17 | -1.16 | 9.8 |
| 2018 | 2.29 | -4.84 | 0.27 | 0.09 | 2.79 | 0.5 | 2.06 | 2.94 | -2.99 | -9.12 | 1.14 | -12.26 | -17.1 |
| 2019 | 11.06 | 5.49 | -2.51 | 5.34 | -7.86 | 6.83 | 0.92 | -3.69 | 2.7 | 0.89 | 2.12 | -5.59 | 15 |
| 2020 | 3.83 | 3.26 | 1.27 | 4.48 | 12.21 | -23.27 | -10.61 | -3.47 | -12.19 | 4.02 | 14.02 | 7.56 | -5.6 |
| 2021 | 2.13 | -8.2 | 4.61 | 24.12 | 2.1 | -1.56 | -1.52 | 1.7 | -0.95 | 3.86 | -2.37 | -12.37 | 7.9 |
| 2022 | -5.64 | 0 | -0.76 | -6.94 | 2.6 | -9.36 | 11.13 | -2.79 | -9.93 | 12.03 | 4.96 | -15.61 | -21.8 |
| 2023 | 8.17 | 0.64 | -5.27 | -1.02 | -1.57 | 9.28 | 5.19 | -2.03 | -4.87 | -4.99 | 7 | -9.74 | -1.2 |
| 2024 | -2.74 | 8.4 |