LGRCX vs. LSIIX
LGRCX (Loomis Sayles Growth Fund Class C) and LSIIX (Loomis Sayles Investment Grade Bond Fund Class Y) are both mutual funds - LGRCX is a Large Cap Growth Equities fund managed by Natixis, while LSIIX is a Total Bond Market fund managed by Natixis. Over the past 10 years, LGRCX returned 14.94%/yr vs 3.09%/yr for LSIIX. At a 0.15 correlation, their price movements are largely independent. LGRCX charges 1.65%/yr vs 0.54%/yr for LSIIX.
Performance
LGRCX vs. LSIIX - Performance Comparison
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Returns By Period
In the year-to-date period, LGRCX achieves a -5.00% return, which is significantly lower than LSIIX's 0.46% return. Over the past 10 years, LGRCX has outperformed LSIIX with an annualized return of 14.94%, while LSIIX has yielded a comparatively lower 3.09% annualized return.
LGRCX
- 1D
- 0.80%
- 1M
- -3.79%
- YTD
- -5.00%
- 6M
- -5.87%
- 1Y
- 5.46%
- 3Y*
- 15.77%
- 5Y*
- 10.34%
- 10Y*
- 14.94%
LSIIX
- 1D
- 0.21%
- 1M
- 0.94%
- YTD
- 0.46%
- 6M
- 0.56%
- 1Y
- 3.36%
- 3Y*
- 4.56%
- 5Y*
- 0.83%
- 10Y*
- 3.09%
LGRCX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | -5.00% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 0.46% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
Correlation
The correlation between LGRCX and LSIIX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2003 | 0.15 |
Over the past year, LGRCX and LSIIX have become more correlated (0.35) than their long-term average of 0.15, meaning their price movements have been converging.
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Return for Risk
LGRCX vs. LSIIX — Risk / Return Rank
LGRCX
LSIIX
LGRCX vs. LSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund Class C (LGRCX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX). 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.
| LGRCX | LSIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.34 | -0.98 |
| Martin ratioReturn relative to average drawdown | 1.03 | 3.69 | -2.67 |
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Drawdowns
LGRCX vs. LSIIX - Drawdown Comparison
The maximum LGRCX drawdown since its inception was -58.53%, which is greater than LSIIX's maximum drawdown of -20.77%. Use the drawdown chart below to compare losses from any high point for LGRCX and LSIIX.
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Drawdown Indicators
| LGRCX | LSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.53% | -20.77% | -37.76% |
Max Drawdown (1Y)Largest decline over 1 year | -18.16% | -2.99% | -15.17% |
Max Drawdown (3Y)Largest decline over 3 years | -28.96% | -5.45% | -23.51% |
Max Drawdown (5Y)Largest decline over 5 years | -35.31% | -15.62% | -19.69% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -15.62% | -19.69% |
Current DrawdownCurrent decline from peak | -8.30% | -1.13% | -7.17% |
Average DrawdownAverage peak-to-trough decline | -11.09% | -2.42% | -8.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.84% | 1.03% | +4.81% |
Volatility
LGRCX vs. LSIIX - Volatility Comparison
Loomis Sayles Growth Fund Class C (LGRCX) has a higher volatility of 5.87% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.16%. This indicates that LGRCX's price experiences larger fluctuations and is considered to be riskier than LSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGRCX | LSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 1.16% | +4.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 2.89% | +10.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.46% | 3.96% | +13.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.21% | 5.29% | +17.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.21% | 4.51% | +16.70% |
LGRCX vs. LSIIX - Expense Ratio Comparison
LGRCX has a 1.65% expense ratio, which is higher than LSIIX's 0.54% expense ratio.
Dividends
LGRCX vs. LSIIX - Dividend Comparison
LGRCX's dividend yield for the trailing twelve months is around 3.26%, less than LSIIX's 3.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | 3.26% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 3.53% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
Frequently Asked Questions
LGRCX and LSIIX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LGRCX has higher volatility (5.87%) compared to LSIIX (1.16%). In terms of maximum drawdown, LGRCX dropped -58.53% vs LSIIX's -20.77%.
LSIIX currently has the higher Sharpe Ratio (1.01 vs 0.37), 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.
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