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

1998

73.09%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	60%	60%	70%	50%	60%	70%	80%	60%	78%	56%	89%	100%
Average return %	+2.01%	+0.52%	-3.25%	+1.02%	+1.56%	+1.81%	+3.21%	-0.17%	-1.89%	+0.39%	+4.70%	-13.34%
2026	+6.47%	+3.01%	-5.79%	+10.47%	-0.05%	+6.89%	-1.39%	-1.71%	-2.86%	--	--	--
2025	+2.63%	-4.36%	-4.67%	-9.12%	+11.33%	+4.06%	+2.94%	+4.41%	-1.29%	-1.96%	+1.64%	-16.38%
2024	-2.74%	+4.85%	+6.35%	-4.87%	+4.42%	-2.07%	+7.85%	-2.14%	-0.88%	-2.25%	+10.99%	-17.86%
2023	+8.16%	+0.65%	-5.29%	-1.07%	-1.62%	+9.28%	+5.16%	-2.04%	-4.87%	-5.03%	+6.96%	-11.46%
2022	-5.66%	-0.04%	-0.78%	-6.96%	+2.58%	-9.37%	+11.11%	-2.80%	-9.97%	+12.01%	+4.97%	-16.33%
2021	+2.10%	+9.56%	+4.60%	+3.98%	+2.10%	-1.59%	-1.55%	+1.68%	-0.94%	+3.84%	-2.42%	-13.48%
2020	-3.48%	-10.66%	-23.27%	+12.16%	+4.48%	+1.25%	+3.25%	+3.77%	-5.06%	+3.97%	+13.97%	-0.74%
2019	+11.01%	+5.50%	-2.72%	+5.59%	-7.94%	+6.79%	+0.90%	-3.74%	+2.69%	+0.90%	+2.08%	-5.90%
2018	+1.72%	-4.86%	+0.25%	+0.06%	+2.78%	+0.46%	+2.05%	+2.91%	-3.24%	-8.92%	+1.09%	-25.93%
2017	-0.06%	+1.53%	-1.18%	-0.03%	-2.48%	+2.36%	+1.79%	-2.00%	+6.59%	+0.96%	+3.03%	-12.02%

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