Loomis Sayles Small Capital Value Fund Retail Class - Seasonality

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Loomis Sayles Small Capital Value Fund Retail Class - Seasonality

Seasonality Charts

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Correlation

1998

72.71%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	60%	67%	70%	50%	60%	70%	80%	60%	78%	56%	89%	100%
Average return %	+2.08%	+0.54%	-3.21%	+1.02%	+1.59%	+1.83%	+3.22%	-0.14%	-1.84%	+0.39%	+4.75%	-12.52%
2026	+6.47%	+3.04%	-5.80%	+10.56%	-0.05%	+6.90%	-1.37%	-1.69%	-2.82%	--	--	--
2025	+2.61%	-4.31%	-4.60%	-9.15%	+11.38%	+4.08%	+2.93%	+4.45%	-1.23%	-1.96%	+1.68%	-14.54%
2024	-2.74%	+4.88%	+6.34%	-4.84%	+4.46%	-2.03%	+7.83%	-2.12%	-0.83%	-2.23%	+11.01%	-16.82%
2023	+8.17%	+0.64%	-5.27%	-1.02%	-1.57%	+9.28%	+5.19%	-2.03%	-4.87%	-4.99%	+7.00%	-9.74%
2022	-5.64%	0.00%	-0.76%	-6.94%	+2.60%	-9.36%	+11.13%	-2.79%	-9.93%	+12.03%	+4.96%	-15.61%
2021	+2.13%	+9.56%	+4.61%	+4.01%	+2.10%	-1.56%	-1.52%	+1.70%	-0.95%	+3.86%	-2.37%	-12.37%
2020	-3.47%	-10.61%	-23.27%	+12.21%	+4.48%	+1.27%	+3.26%	+3.83%	-5.08%	+4.02%	+14.02%	-0.50%
2019	+11.06%	+5.49%	-2.51%	+5.34%	-7.86%	+6.83%	+0.92%	-3.69%	+2.70%	+0.89%	+2.12%	-5.59%
2018	+2.28%	-4.84%	+0.27%	+0.09%	+2.79%	+0.50%	+2.06%	+2.94%	-2.99%	-9.12%	+1.14%	-25.36%
2017	-0.06%	+1.53%	-1.14%	-0.03%	-2.45%	+2.40%	+1.79%	-1.96%	+6.60%	+1.00%	+3.17%	-12.19%

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