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LASYX vs. EIGMX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LASYX vs. EIGMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Loomis Sayles Strategic Alpha Fund (LASYX) and Eaton Vance Global Macro Absolute Return Fund (EIGMX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LASYX achieves a -0.07% return, which is significantly lower than EIGMX's 5.19% return. Over the past 10 years, LASYX has underperformed EIGMX with an annualized return of 3.77%, while EIGMX has yielded a comparatively higher 4.98% annualized return.


LASYX

1D
0.10%
1M
0.14%
6M
-0.07%
YTD
-0.07%
1Y
2.81%
3Y*
7.30%
5Y*
2.79%
10Y*
3.77%

EIGMX

1D
0.11%
1M
0.77%
6M
5.00%
YTD
5.19%
1Y
11.68%
3Y*
9.04%
5Y*
6.37%
10Y*
4.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LASYX vs. EIGMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LASYX
Loomis Sayles Strategic Alpha Fund
-0.07%7.44%8.29%7.89%-7.97%1.33%10.19%3.96%0.53%3.38%
EIGMX
Eaton Vance Global Macro Absolute Return Fund
5.19%11.37%8.69%6.99%-0.47%2.19%3.59%9.76%-3.29%4.29%

Correlation

The correlation between LASYX and EIGMX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2010

0.20

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Return for Risk

LASYX vs. EIGMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LASYX
LASYX Risk / Return Rank: 2525
Overall Rank
LASYX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
LASYX Sortino Ratio Rank: 1818
Sortino Ratio Rank
LASYX Omega Ratio Rank: 4747
Omega Ratio Rank
LASYX Calmar Ratio Rank: 1818
Calmar Ratio Rank
LASYX Martin Ratio Rank: 1616
Martin Ratio Rank

EIGMX
EIGMX Risk / Return Rank: 9999
Overall Rank
EIGMX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
EIGMX Sortino Ratio Rank: 9999
Sortino Ratio Rank
EIGMX Omega Ratio Rank: 9999
Omega Ratio Rank
EIGMX Calmar Ratio Rank: 9898
Calmar Ratio Rank
EIGMX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LASYX vs. EIGMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Strategic Alpha Fund (LASYX) and Eaton Vance Global Macro Absolute Return Fund (EIGMX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LASYXEIGMXDifference
Sharpe ratioReturn per unit of total volatility

-5.22

Sortino ratioReturn per unit of downside risk

-8.76

Omega ratioGain probability vs. loss probability

1.28

3.03

-1.75

Calmar ratioReturn relative to maximum drawdown

1.15

8.22

-7.07

Martin ratioReturn relative to average drawdown

3.17

29.74

-26.57

LASYX vs. EIGMX - Sharpe Ratio Comparison

The current LASYX Sharpe Ratio is 1.12, which is lower than the EIGMX Sharpe Ratio of 6.33. The chart below compares the historical Sharpe Ratios of LASYX and EIGMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LASYX vs. EIGMX - Drawdown Comparison

The maximum LASYX drawdown since its inception was -11.24%, which is greater than EIGMX's maximum drawdown of -9.42%. Use the drawdown chart below to compare losses from any high point for LASYX and EIGMX.


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Drawdown Indicators


LASYXEIGMXDifference

Max Drawdown

Largest peak-to-trough decline

-11.24%

-9.42%

-1.82%

Max Drawdown (1Y)

Largest decline over 1 year

-2.90%

-1.44%

-1.46%

Max Drawdown (3Y)

Largest decline over 3 years

-2.90%

-1.63%

-1.27%

Max Drawdown (5Y)

Largest decline over 5 years

-11.24%

-7.39%

-3.85%

Max Drawdown (10Y)

Largest decline over 10 years

-11.24%

-9.42%

-1.82%

Current Drawdown

Current decline from peak

-1.27%

0.00%

-1.27%

Average Drawdown

Average peak-to-trough decline

-1.85%

-0.92%

-0.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

0.40%

+0.57%

Volatility

LASYX vs. EIGMX - Volatility Comparison

Loomis Sayles Strategic Alpha Fund (LASYX) has a higher volatility of 0.72% compared to Eaton Vance Global Macro Absolute Return Fund (EIGMX) at 0.47%. This indicates that LASYX's price experiences larger fluctuations and is considered to be riskier than EIGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LASYXEIGMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.72%

0.47%

+0.25%

Volatility (6M)

Calculated over the trailing 6-month period

2.33%

1.64%

+0.69%

Volatility (1Y)

Calculated over the trailing 1-year period

2.99%

1.87%

+1.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.34%

2.61%

+0.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.30%

2.50%

+0.80%

LASYX vs. EIGMX - Expense Ratio Comparison

LASYX has a 0.75% expense ratio, which is lower than EIGMX's 0.76% expense ratio.


Dividends

LASYX vs. EIGMX - Dividend Comparison

LASYX's dividend yield for the trailing twelve months is around 2.70%, less than EIGMX's 6.64% yield.


PositionTTM20252024202320222021202020192018201720162015
EIGMX
Eaton Vance Global Macro Absolute Return Fund
6.64%5.72%6.16%5.79%4.78%4.18%4.37%5.44%3.72%3.42%4.02%5.54%
LASYX
Loomis Sayles Strategic Alpha Fund
2.70%3.64%5.61%5.48%4.05%2.21%2.28%3.07%3.69%2.92%2.34%3.96%

Frequently Asked Questions


LASYX and EIGMX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LASYX has higher volatility (0.72%) compared to EIGMX (0.47%). In terms of maximum drawdown, LASYX dropped -11.24% vs EIGMX's -9.42%.

EIGMX currently has the higher Sharpe Ratio (6.33 vs 1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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