Loomis Sayles Small Cap Value Fund - Seasonality

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Loomis Sayles Small Cap Value Fund - Seasonality

Seasonality Charts

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Correlation

2015

74.14%

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 %	+2.10%	+0.56%	-3.18%	+1.03%	+1.61%	+1.85%	+3.26%	-0.13%	-1.81%	+0.41%	+4.77%	-12.40%
2026	+6.48%	+3.09%	-5.76%	+10.55%	-0.04%	+6.93%	-1.35%	-1.65%	-2.82%	--	--	--
2025	+2.64%	-4.32%	-4.56%	-9.13%	+11.41%	+4.11%	+2.95%	+4.45%	-1.22%	-1.92%	+1.70%	-14.12%
2024	-2.74%	+4.94%	+6.33%	-4.80%	+4.43%	-2.00%	+7.89%	-2.12%	-0.80%	-2.23%	+11.02%	-16.68%
2023	+8.21%	+0.70%	-5.24%	-1.04%	-1.57%	+9.32%	+5.19%	-2.01%	-4.84%	-4.96%	+7.01%	-9.32%
2022	-5.60%	0.00%	-0.70%	-6.95%	+2.61%	-9.31%	+11.13%	-2.76%	-9.90%	+12.01%	+5.02%	-15.59%
2021	+2.13%	+9.62%	+4.61%	+4.05%	+2.12%	-1.56%	-1.49%	+1.70%	-0.90%	+3.87%	-2.34%	-12.15%
2020	-3.44%	-10.63%	-23.24%	+12.24%	+4.54%	+1.25%	+3.33%	+3.80%	-5.02%	+4.03%	+14.03%	-0.57%
2019	+11.07%	+5.50%	-2.47%	+5.31%	-7.82%	+6.85%	+0.94%	-3.69%	+2.72%	+0.94%	+2.14%	-5.69%
2018	+2.31%	-4.80%	+0.30%	+0.12%	+2.81%	+0.49%	+2.11%	+2.95%	-2.97%	-9.10%	+1.15%	-25.35%
2017	-0.03%	+1.54%	-1.10%	-0.03%	-2.42%	+2.39%	+1.85%	-1.96%	+6.62%	+1.02%	+3.21%	-12.17%

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