AUERX vs. LSSCX
Compare and contrast key facts about Auer Growth Fund (AUERX) and Loomis Sayles Small Cap Value Fund (LSSCX).
AUERX is managed by Auer. It was launched on Dec 28, 2007. LSSCX is managed by Loomis Sayles Funds. It was launched on May 13, 1991.
Performance
AUERX vs. LSSCX - Performance Comparison
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AUERX vs. LSSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AUERX Auer Growth Fund | 3.01% | 30.10% | 11.12% | 21.42% | 9.95% | 45.11% | -1.85% | 27.96% | -25.63% | 28.75% |
LSSCX Loomis Sayles Small Cap Value Fund | 3.44% | 5.31% | 10.89% | 19.39% | -11.52% | 29.03% | 2.29% | 25.06% | -16.81% | 10.01% |
Returns By Period
In the year-to-date period, AUERX achieves a 3.01% return, which is significantly lower than LSSCX's 3.44% return. Over the past 10 years, AUERX has outperformed LSSCX with an annualized return of 14.73%, while LSSCX has yielded a comparatively lower 9.00% annualized return.
AUERX
- 1D
- 2.42%
- 1M
- -5.91%
- YTD
- 3.01%
- 6M
- 8.81%
- 1Y
- 40.33%
- 3Y*
- 21.36%
- 5Y*
- 18.30%
- 10Y*
- 14.73%
LSSCX
- 1D
- 2.67%
- 1M
- -6.36%
- YTD
- 3.44%
- 6M
- 3.95%
- 1Y
- 15.67%
- 3Y*
- 11.78%
- 5Y*
- 6.73%
- 10Y*
- 9.00%
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AUERX vs. LSSCX - Expense Ratio Comparison
AUERX has a 2.37% expense ratio, which is higher than LSSCX's 0.90% expense ratio.
Return for Risk
AUERX vs. LSSCX — Risk / Return Rank
AUERX
LSSCX
AUERX vs. LSSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Auer Growth Fund (AUERX) and Loomis Sayles Small Cap Value Fund (LSSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AUERX | LSSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.07 | 0.81 | +1.26 |
Sortino ratioReturn per unit of downside risk | 2.70 | 1.30 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.17 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.91 | 0.22 | +2.69 |
Martin ratioReturn relative to average drawdown | 13.68 | 0.72 | +12.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AUERX | LSSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 0.81 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.34 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.41 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.57 | -0.38 |
Correlation
The correlation between AUERX and LSSCX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AUERX vs. LSSCX - Dividend Comparison
AUERX's dividend yield for the trailing twelve months is around 11.06%, less than LSSCX's 16.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUERX Auer Growth Fund | 11.06% | 11.39% | 24.55% | 4.54% | 5.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LSSCX Loomis Sayles Small Cap Value Fund | 16.92% | 17.50% | 10.71% | 20.30% | 12.74% | 19.01% | 8.04% | 8.65% | 17.43% | 12.58% | 8.27% | 11.35% |
Drawdowns
AUERX vs. LSSCX - Drawdown Comparison
The maximum AUERX drawdown since its inception was -67.23%, which is greater than LSSCX's maximum drawdown of -54.28%. Use the drawdown chart below to compare losses from any high point for AUERX and LSSCX.
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Drawdown Indicators
| AUERX | LSSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.23% | -54.28% | -12.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.70% | -14.43% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -25.10% | -9.70% |
Max Drawdown (10Y)Largest decline over 10 years | -51.89% | -44.65% | -7.24% |
Current DrawdownCurrent decline from peak | -5.91% | -7.49% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -25.10% | -7.61% | -17.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 6.58% | -3.66% |
Volatility
AUERX vs. LSSCX - Volatility Comparison
Auer Growth Fund (AUERX) has a higher volatility of 5.82% compared to Loomis Sayles Small Cap Value Fund (LSSCX) at 5.46%. This indicates that AUERX's price experiences larger fluctuations and is considered to be riskier than LSSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AUERX | LSSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 5.46% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 12.86% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 24.95% | -5.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.95% | 20.94% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.37% | 22.39% | +1.98% |