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Loomis Sayles Small/Mid Cap Growth N (LSMNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.78+0.02 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.81%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (26 June 2024)31.66%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return31.66%
Worst 3-yr total return-2.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSMNXCategory
YTD9.64%10.80%
1-month5.20%4.43%
3-month2.66%7.00%
1-year20.53%48.17%
3-year-1.41%21.26%
5-year7.96%20.18%
10-year0.00%14.07%
Last bull market25.60%27.14%
Last bear market-17.40%-21.26%

Annual total return (%) history

Year
LSMNXCategory
2024
N/AN/A
2023
6.70%N/A
2022
-27.06%N/A
2021
17.44%N/A
2020
31.66%39.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.95%N/AN/AN/A
20233.86%1.59%-6.27%7.89%
2022-14.53%-17.40%-1.80%5.22%
20211.57%6.48%0.93%7.59%
2020-21.80%28.35%10.07%19.17%

Rank in category (by total return)

YTD19
1-month11
3-month15
1-year42
3-year60
5-year77

Load adjusted returns

1-year20.53%
3-year-1.41%
5-year7.96%
10-yearN/A