BWDTX vs. LSFIX
Compare and contrast key facts about Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) and Loomis Sayles Fixed Income Fund (LSFIX).
BWDTX is managed by Boyd Watterson. It was launched on Jul 28, 2016. LSFIX is managed by Loomis Sayles Funds. It was launched on Jan 16, 1995.
Performance
BWDTX vs. LSFIX - Performance Comparison
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BWDTX vs. LSFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 0.05% | 7.14% | 4.92% | 9.80% | -3.16% | 2.32% | 4.66% | 7.94% | -0.51% | 4.08% |
LSFIX Loomis Sayles Fixed Income Fund | -1.09% | 9.10% | 5.39% | 8.21% | -11.74% | 2.89% | 5.38% | 13.56% | -3.07% | 8.40% |
Returns By Period
In the year-to-date period, BWDTX achieves a 0.05% return, which is significantly higher than LSFIX's -1.09% return.
BWDTX
- 1D
- 0.15%
- 1M
- -0.85%
- YTD
- 0.05%
- 6M
- 1.65%
- 1Y
- 5.72%
- 3Y*
- 6.45%
- 5Y*
- 4.05%
- 10Y*
- —
LSFIX
- 1D
- 0.34%
- 1M
- -2.47%
- YTD
- -1.09%
- 6M
- 0.31%
- 1Y
- 5.61%
- 3Y*
- 6.00%
- 5Y*
- 2.46%
- 10Y*
- 4.13%
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BWDTX vs. LSFIX - Expense Ratio Comparison
BWDTX has a 0.40% expense ratio, which is lower than LSFIX's 0.58% expense ratio.
Return for Risk
BWDTX vs. LSFIX — Risk / Return Rank
BWDTX
LSFIX
BWDTX vs. LSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) and Loomis Sayles Fixed Income Fund (LSFIX). 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.
| BWDTX | LSFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.31 | 1.86 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.78 | 2.54 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.70 | 1.39 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 2.58 | 2.56 | +0.02 |
Martin ratioReturn relative to average drawdown | 10.82 | 10.75 | +0.07 |
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
| BWDTX | LSFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.31 | 1.86 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.86 | 0.52 | +1.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.76 | 0.89 | +0.86 |
Correlation
The correlation between BWDTX and LSFIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BWDTX vs. LSFIX - Dividend Comparison
BWDTX's dividend yield for the trailing twelve months is around 5.74%, more than LSFIX's 4.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 5.74% | 5.70% | 4.13% | 5.51% | 3.80% | 3.20% | 3.18% | 3.47% | 4.18% | 2.90% | 1.35% | 0.00% |
LSFIX Loomis Sayles Fixed Income Fund | 4.75% | 4.70% | 5.79% | 4.41% | 1.53% | 6.23% | 6.23% | 4.24% | 5.62% | 5.62% | 3.57% | 6.77% |
Drawdowns
BWDTX vs. LSFIX - Drawdown Comparison
The maximum BWDTX drawdown since its inception was -10.06%, smaller than the maximum LSFIX drawdown of -26.33%. Use the drawdown chart below to compare losses from any high point for BWDTX and LSFIX.
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Drawdown Indicators
| BWDTX | LSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.06% | -26.33% | +16.27% |
Max Drawdown (1Y)Largest decline over 1 year | -1.22% | -2.80% | +1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -6.35% | -15.86% | +9.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.60% | — |
Current DrawdownCurrent decline from peak | -0.85% | -2.47% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -0.69% | -3.26% | +2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.53% | 0.67% | -0.14% |
Volatility
BWDTX vs. LSFIX - Volatility Comparison
The current volatility for Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) is 0.59%, while Loomis Sayles Fixed Income Fund (LSFIX) has a volatility of 1.44%. This indicates that BWDTX experiences smaller price fluctuations and is considered to be less risky than LSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWDTX | LSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 1.44% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | 2.19% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.93% | 3.93% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.19% | 4.89% | -2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.21% | 4.94% | -2.73% |