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 | -2.15 | 7.09 | 4.41 | -0.49 | -4.35 | -1.29 | -6.54 | -17.18 | 5 | 5.21 | 5.57 | 5.27 | -2.3 |
| 1999 | -4.8 | -7.06 | 0 | 8.1 | 1.96 | 4.58 | -1.3 | -3.4 | -2.27 | -0.99 | 0.47 | 3.86 | -1.8 |
| 2000 | -3.71 | 7.01 | 5.68 | 0.16 | -4.33 | 3.18 | 1.67 | 6.22 | -1.5 | 1.82 | -8.4 | 8.7 | 16.1 |
| 2001 | 2.78 | -2.61 | -3.7 | 5.51 | 2.87 | 3.82 | 0.54 | -1.2 | -10.61 | 3.54 | -4.98 | 6.98 | 1.5 |
| 2002 | -0.19 | 0.82 | 5.77 | 0.23 | -1.85 | -3.39 | -13.1 | 1.64 | -7.58 | 1.63 | 4.98 | -1.96 | -13.6 |
| 2003 | -2.61 | -2.17 | 0.23 | 8.09 | 6.25 | 2.08 | 3.77 | 3.73 | -2.54 | 8.23 | 0.48 | 2.35 | 30.7 |
| 2004 | 2.21 | 1.91 | 1.63 | -3.49 | 0.75 | 4.38 | -4.16 | 1.36 | 3.58 | 0.9 | -3.62 | 4 | 9.4 |
| 2005 | -3.31 | 2.05 | -1.46 | -4.96 | 4.42 | 3.67 | 5.79 | -1.76 | 0.71 | -2.53 | 3.73 | -9 | -3.7 |
| 2006 | 8.07 | 0.3 | 3.95 | 0.39 | -3.25 | 0.22 | -3.2 | 1.82 | 1.31 | 3.65 | 2.84 | -10.27 | 4.8 |
| 2007 | 2.39 | 0.41 | 1.5 | 2.18 | 4.77 | -1.55 | -5.71 | 2.27 | 2.18 | 1.53 | -5.71 | -0.71 | 3 |
| 2008 | -7.28 | -2.83 | 0.51 | 4.23 | 4.14 | -8.38 | 2.68 | 2.97 | -6.51 | -19.68 | -9.49 | 4.83 | -32.2 |
| 2009 | -9.09 | -10.26 | 8.65 | 13.09 | 2.51 | 0.72 | 9.55 | 3.47 | 5.23 | -5.72 | 3.06 | 6.86 | 28.2 |
| 2010 | -3.78 | 3.43 | 5.92 | 5.04 | -7.53 | -6.74 | 7.12 | -5.95 | 11 | 3.05 | 3.83 | 8.9 | 24.4 |
| 2011 | 0.85 | 4.17 | 2.75 | 2.11 | -1.19 | -2.09 | -3.18 | -8.63 | -11.2 | 14.73 | 1 | 0.91 | -2 |
| 2012 | 6.06 | 2.45 | 3.22 | -1.23 | -6.72 | 2.59 | 0.56 | 2.03 | 2.14 | -0.53 | 0.68 | 4.03 | 15.8 |
| 2013 | 5.27 | 1.98 | 4.11 | -0.03 | 2.94 | -0.57 | 5.47 | -3.18 | 6.15 | 3.81 | 3 | 2.1 | 35.4 |
| 2014 | -4.42 | 4.25 | 1.14 | -2.16 | 1.18 | 4.68 | -5.1 | 3.76 | -5.83 | 6.96 | -0.8 | 2.12 | 4.9 |
| 2015 | -3.74 | 6.45 | 2.09 | -1.56 | 0.29 | 0.47 | -1.83 | -6 | -2.83 | 6.38 | 2.44 | -5.16 | -3.9 |
| 2016 | -7.48 | 2.1 | 8.87 | 1.25 | 2.24 | -0.69 | 5.16 | 1.63 | -0.55 | -3.19 | 11.57 | 3.67 | 25.9 |
| 2017 | -0.06 | 1.53 | -1.18 | -0.03 | -2.48 | 2.36 | 1.79 | -2 | 6.59 | 0.96 | 3.03 | -0.52 | 10.1 |
| 2018 | 1.72 | -4.86 | 0.25 | 0.06 | 2.78 | 0.46 | 2.05 | 2.91 | -3.24 | -8.92 | 1.09 | -12.27 | -17.7 |
| 2019 | 10.12 | 6.34 | -2.72 | 5.59 | -7.94 | 6.79 | 0.9 | -3.74 | 2.69 | 0.9 | 2.08 | -5.9 | 14.3 |
| 2020 | 3.77 | 3.25 | 1.25 | 4.48 | 12.16 | -23.27 | -10.66 | -3.48 | -12.37 | 3.97 | 13.97 | 7.54 | -6.1 |
| 2021 | 2.1 | 9.56 | 4.6 | 3.98 | 2.1 | -1.59 | -1.55 | 1.68 | -0.94 | 3.84 | -2.42 | -13.48 | 6.3 |
| 2022 | -5.66 | -0.04 | -0.78 | -6.96 | 2.58 | -9.37 | 11.11 | -2.8 | -9.97 | 12.01 | 4.97 | -16.33 | -22.6 |
| 2023 | 8.16 | 0.65 | -5.29 | -1.07 | -1.62 | 9.28 | 5.16 | -2.04 | -4.87 | -5.03 | 6.96 | -11.46 | -3.4 |
| 2024 | -2.74 | 8.1 |