Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSMIX (LOOMIS SAYLES SMALL/MID CAP GROWTH FUND INSTITUTIONAL CLASS) | 13.77% | 23.42% | 13.51% | 4.20% | 11.42% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSMIX (LOOMIS SAYLES SMALL/MID CAP GROWTH FUND INSTITUTIONAL CLASS) | 07/01/2015 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.25 | 23.42 | 13.51 | 4.20 | 11.42 | NA | NA | … | … | 13.77 | 8.05 | 17.74 | 6.71 | -27.08 | 6.80 | 30.68 | 32.17 | -7.33 | 31.80 | 7.26 | -6.60 |
| Sharpe Ratio | NA | 1.05 | 0.56 | 0.08 | 0.45 | NA | NA | … | … | 1.43 | 0.23 | 0.71 | 0.15 | -0.98 | 0.32 | 0.83 | 2.13 | -0.46 | 2.93 | 0.42 | -0.69 |
| Standard Deviation(%) | NA | 18.51 | 18.97 | 20.94 | 21.28 | NA | NA | … | … | 21.45 | 22.48 | 15.78 | 16.16 | 29.07 | 21.24 | 36.48 | 14.44 | 18.88 | 10.69 | 16.79 | 18.43 |
| Draw Down(%) | NA | 11.07 | 24.39 | 35.49 | 36.96 | NA | NA | … | … | 11.07 | 23.24 | 8.73 | 17.84 | 33.38 | 11.80 | 36.96 | 9.71 | 27.47 | 3.96 | 17.24 | 13.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.02 | 6.11 | 3.80 | 2.85 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.78 | 0.88 | 2.86 | 29.33 | 0.00 | 0.20 | 0.00 |
Data as of 06/17/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMIX (LOOMIS SAYLES SMALL/MID CAP GROWTH FUND INSTITUTIONAL CLASS) |
-3.97%
Apr 2021 – Apr 2024 |
2.45%
Mar 2021 – Mar 2026 |
9.61%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMIX (LOOMIS SAYLES SMALL/MID CAP GROWTH FUND INSTITUTIONAL CLASS) |
26.85%
Dec 2018 – Dec 2021 |
21.73%
Oct 2016 – Oct 2021 |
11.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart