Loomis Sayles Small Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1991 | 0 | 0 | 0 | 0 | 0 | -3.52 | 7.91 | 7.61 | 0.09 | 2.01 | -2.48 | 9.56 | 0 |
| 1992 | 10.17 | 5.6 | -5.37 | -5.09 | 0.15 | -8.72 | 2.77 | -3.26 | 1.1 | 3.17 | 9.54 | -4.94 | 3.1 |
| 1993 | 4.58 | -2.3 | 4.18 | -2.55 | 4.27 | 0.5 | 2.43 | 5.37 | 4.57 | 2.22 | -3.34 | -9.48 | 9.7 |
| 1994 | 2.12 | -1.52 | -5.77 | -1.12 | -1.51 | -2.38 | 0.55 | 4.69 | -0.07 | -0.67 | -3.98 | 0.63 | -9.1 |
| 1995 | 0.31 | 3.88 | 2.39 | 0.29 | 2.04 | 2.71 | 6.66 | 4.81 | 1.86 | -5.18 | 4.82 | -5.77 | 19.6 |
| 1996 | 0.13 | 5.02 | 2.3 | 5.94 | 4.12 | -2.31 | -5.68 | 5.01 | 3.39 | 1.47 | 4.78 | 3.33 | 30.4 |
| 1997 | 1.78 | -1.3 | -2.18 | -0.94 | 10.87 | 4.69 | 5.73 | 2.09 | 5.96 | -3.15 | -0.37 | 1.2 | 26.2 |
| 1998 | -2.2 | 7.08 | 4.46 | -0.44 | -4.29 | -1.29 | -6.47 | -17.13 | 5.05 | 5.26 | 5.66 | 6.16 | -1.1 |
| 1999 | -4.69 | -7.06 | 0.06 | 8.15 | 2.01 | 4.62 | -1.24 | -3.33 | -2.2 | -0.98 | 2.05 | 3.94 | 0.3 |
| 2000 | -3.71 | 7.07 | 5.67 | 0.21 | -4.28 | 3.28 | 1.67 | 6.25 | -1.5 | 1.86 | -3.23 | 8.78 | 23.2 |
| 2001 | 2.78 | -2.56 | -3.6 | 5.5 | 2.92 | 3.9 | 0.58 | -1.16 | -10.57 | 3.52 | 6.01 | 7.07 | 13.8 |
| 2002 | -0.14 | 0.86 | 5.81 | 0.27 | -1.84 | -3.34 | -13.05 | 1.63 | -7.54 | 1.68 | 5.98 | -2.79 | -13.2 |
| 2003 | -2.6 | -2.16 | 0.29 | 8.21 | 6.25 | 2.11 | 3.84 | 3.79 | -2.51 | 8.29 | 2.93 | 2.39 | 34.6 |
| 2004 | 2.28 | 1.94 | 1.66 | -3.46 | 0.78 | 4.45 | -4.15 | 1.43 | 3.62 | 0.97 | 6.89 | 3.94 | 21.7 |
| 2005 | -3.26 | 2.1 | -1.44 | -4.92 | 4.47 | 3.69 | 5.89 | -1.73 | 0.77 | -2.48 | 3.74 | -0.1 | 6.3 |
| 2006 | 8.14 | 0.33 | 4.03 | 0.42 | -3.22 | 0.29 | -3.21 | 1.9 | 1.35 | 3.68 | 2.89 | 0.76 | 18.2 |
| 2007 | 2.42 | 0.44 | 1.58 | 2.17 | 4.85 | -1.52 | -5.66 | 2.33 | 2.2 | 1.53 | -5.65 | -0.66 | 3.5 |
| 2008 | -7.23 | -2.76 | 0.54 | 4.25 | 4.21 | -8.33 | 2.7 | 3.02 | -6.5 | -19.64 | -9.45 | 4.89 | -31.8 |
| 2009 | -9.06 | -10.22 | 8.67 | 13.18 | 2.57 | 0.76 | 9.6 | 3.48 | 5.3 | -5.66 | 3.08 | 6.91 | 28.8 |
| 2010 | -3.74 | 3.45 | 6.01 | 5.09 | -7.5 | -6.69 | 7.13 | -5.92 | 11.04 | 3.14 | 3.89 | 8.93 | 25.1 |
| 2011 | 0.9 | 4.17 | 2.79 | 2.19 | -1.16 | -2.03 | -3.16 | -8.57 | -11.2 | 14.8 | 1.05 | 0.94 | -1.6 |
| 2012 | 6.12 | 2.49 | 3.27 | -1.19 | -6.69 | 2.62 | 0.65 | 2.04 | 2.17 | -0.48 | 0.72 | 4.06 | 16.3 |
| 2013 | 5.29 | 2.05 | 4.15 | 0 | 3 | -0.55 | 5.54 | -3.16 | 6.22 | 3.88 | 3.01 | 2.16 | 36 |
| 2014 | -4.38 | 4.27 | 1.21 | -2.12 | 1.19 | 4.73 | -5.08 | 3.82 | -5.77 | 7.01 | -0.8 | 2.19 | 5.4 |
| 2015 | -3.71 | 6.48 | 2.15 | -1.52 | 0.34 | 0.5 | -1.79 | -5.96 | -2.78 | 6.43 | 2.48 | -5.17 | -3.4 |
| 2016 | -7.41 | 2.13 | 8.94 | 1.3 | 2.27 | -0.66 | 5.23 | 1.65 | -0.5 | -3.14 | 11.61 | 3.73 | 26.5 |
| 2017 | -0.03 | 1.54 | -1.1 | -0.03 | -2.42 | 2.39 | 1.85 | -1.96 | 6.62 | 1.02 | 3.21 | -1.17 | 10 |
| 2018 | 2.31 | -4.8 | 0.3 | 0.12 | 2.81 | 0.49 | 2.11 | 2.95 | -2.97 | -9.1 | 1.15 | -12.22 | -16.8 |
| 2019 | 11.07 | 5.5 | -2.47 | 5.31 | -7.82 | 6.85 | 0.94 | -3.69 | 2.72 | 0.94 | 2.14 | -5.69 | 15.1 |
| 2020 | 3.8 | 3.33 | 1.25 | 4.54 | 12.24 | -23.24 | -10.63 | -3.44 | -12.21 | 4.02 | 14.03 | 7.58 | -5.5 |
| 2021 | 2.13 | 9.62 | -12.12 | 23.86 | 2.12 | -1.56 | -1.49 | 1.7 | -0.9 | 3.87 | -2.34 | -12.15 | 8.4 |
| 2022 | -5.6 | 0 | -0.7 | -6.95 | 2.61 | -9.31 | 11.13 | -2.76 | -9.9 | 12.01 | 5.02 | -15.59 | -21.5 |
| 2023 | 8.21 | 0.7 | -5.24 | -1.04 | -1.57 | 9.32 | 5.19 | -2.01 | -4.84 | -4.96 | 7.01 | -9.32 | -0.5 |
| 2024 | -2.74 | 8.5 |