Loomis Sayles Small Cap Value Instl (LSSCX)

26.69 +0.43 (+1.64%) USD  |  Aug 12 2022

LSSCX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Loomis Sayles Small Cap Value Instl
16.34%
35.94%
5.33%
-3.36%
26.47%
10.02%
-16.52%
25.08%
2.18%
29.01%
-6.55%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
Nuveen Small-Cap Value Opps I
18.54%
41.15%
6.78%
-3.86%
21.67%
12.04%
-18.99%
25.10%
0.47%
26.73%
-4.52%
Voya Index Plus SmallCap Port I
12.38%
42.70%
5.44%
-3.21%
27.32%
9.91%
-12.40%
21.81%
5.39%
28.45%
-5.85%
Sterling Capital SmCp Val Instl
15.10%
39.24%
3.09%
-4.14%
25.25%
13.19%
-14.46%
24.51%
3.18%
31.60%
-7.83%
DWS Small Cap Core Inst
17.85%
42.76%
1.96%
-1.79%
24.71%
11.71%
-14.12%
21.80%
14.72%
41.19%
-8.48%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Loomis Sayles Small Cap Value Instl
15.59%
11.63%
-0.48%
-1.80%
10.66%
7.42%
10.23%
7.70%
9.83%
11.42%
S&P 500 Total Return
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
Nuveen Small-Cap Value Opps I
14.36%
10.04%
-1.33%
-3.47%
11.66%
7.28%
10.24%
6.81%
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7.78%
Voya Index Plus SmallCap Port I
14.52%
11.19%
0.41%
-1.56%
13.03%
8.71%
11.33%
7.58%
9.37%
8.01%
Sterling Capital SmCp Val Instl
11.66%
9.40%
-2.41%
-2.32%
11.95%
8.47%
10.82%
7.85%
10.55%
10.36%
DWS Small Cap Core Inst
10.18%
7.77%
0.91%
-1.89%
19.37%
11.31%
12.55%
8.22%
9.54%
8.20%
As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022