LSMIX
Loomis Sayles Small/MidCap Growth-Inst
$12.14
0.00 (0.00%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap Growth |
---|---|
Market Cap | 128.818M |
52 Week High | 12.65 |
52 Week Low | 9.9 |
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Key Data
Symbol | LSMIX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 12.14 |
Price Yesterday | 12.14 |
Market Cap | 128.82 |
YTD Return | 4.57% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 12.65 |
---|---|
52 Week Low | 9.90 |
Market Cap | 128.82M |
Shares Outstanding | 10.61M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 185.70% |
One Months | -26.47% |
Three Months | 19.57% |
Six Months | 46.41% |
Nine Months | 5.26% |
One Year | 10.47% |
Three Years | -4.28% |
Five Years | 6.51% |
Ten Years | -999 |
YTD | 15.11% |
Since Inception | 8.61% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 2.10% |
One Month | -2.65% |
Three Months | 4.57% |
Six Months | 20.80% |
Nine Months | 3.94% |
One Year | 10.46% |
Three Years | -12.28% |
Five Years | 37.00% |
Ten Years | -999 |
YTD | 4.57% |
Since Inception | 106.67% |
Yearly Returns
2024 | 4.57% |
---|---|
2023 | 6.71% |
2022 | -27.08% |
2021 | 17.45% |
2020 | 31.57% |
2019 | 32.15% |
2018 | -6.26% |
2017 | 31.79% |
2016 | 7.25% |
2015 | -6.13% |
Risk against SP-DA
Alpha | -17.72% |
---|---|
Beta | 1.11 |
Correlation | 85.96% |
Downside Deviation | 3.86% |
Coefficient of determination | 73.89% |
Standard Deviation | 4.38% |
Sharpe Ratio | -1.02 |
Sortino | -4.02 |
Treynor | 4.6 |
Ulcer Index | 5.88 |
Ulcer Performance Index | -2.64 |