LGRCX vs. VONG
Compare and contrast key facts about Loomis Sayles Growth Fund Class C (LGRCX) and Vanguard Russell 1000 Growth ETF (VONG).
LGRCX is managed by Natixis. It was launched on Feb 1, 2013. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Performance
LGRCX vs. VONG - Performance Comparison
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LGRCX vs. VONG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | -15.04% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
VONG Vanguard Russell 1000 Growth ETF | -8.97% | 18.45% | 33.20% | 42.67% | -29.18% | 27.60% | 38.30% | 36.06% | -1.53% | 30.05% |
Returns By Period
In the year-to-date period, LGRCX achieves a -15.04% return, which is significantly lower than VONG's -8.97% return. Over the past 10 years, LGRCX has underperformed VONG with an annualized return of 13.85%, while VONG has yielded a comparatively higher 16.75% annualized return.
LGRCX
- 1D
- 0.20%
- 1M
- -9.41%
- YTD
- -15.04%
- 6M
- -15.02%
- 1Y
- 6.93%
- 3Y*
- 16.61%
- 5Y*
- 9.42%
- 10Y*
- 13.85%
VONG
- 1D
- 0.91%
- 1M
- -4.62%
- YTD
- -8.97%
- 6M
- -8.47%
- 1Y
- 18.72%
- 3Y*
- 21.47%
- 5Y*
- 12.55%
- 10Y*
- 16.75%
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LGRCX vs. VONG - Expense Ratio Comparison
LGRCX has a 1.65% expense ratio, which is higher than VONG's 0.06% expense ratio.
Return for Risk
LGRCX vs. VONG — Risk / Return Rank
LGRCX
VONG
LGRCX vs. VONG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund Class C (LGRCX) and Vanguard Russell 1000 Growth ETF (VONG). 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.
| LGRCX | VONG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.84 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.50 | 1.36 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.19 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | 1.22 | -1.46 |
Martin ratioReturn relative to average drawdown | -0.71 | 4.16 | -4.86 |
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
| LGRCX | VONG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.84 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.59 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.81 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.84 | -0.37 |
Correlation
The correlation between LGRCX and VONG is 0.90, 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
LGRCX vs. VONG - Dividend Comparison
LGRCX's dividend yield for the trailing twelve months is around 3.64%, more than VONG's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | 3.64% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.50% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
Drawdowns
LGRCX vs. VONG - Drawdown Comparison
The maximum LGRCX drawdown since its inception was -58.53%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for LGRCX and VONG.
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Drawdown Indicators
| LGRCX | VONG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.53% | -32.72% | -25.81% |
Max Drawdown (1Y)Largest decline over 1 year | -18.16% | -16.23% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -35.31% | -32.72% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -32.72% | -2.59% |
Current DrawdownCurrent decline from peak | -17.99% | -12.29% | -5.70% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -4.90% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.00% | 4.78% | +3.22% |
Volatility
LGRCX vs. VONG - Volatility Comparison
The current volatility for Loomis Sayles Growth Fund Class C (LGRCX) is 5.24%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 6.81%. This indicates that LGRCX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGRCX | VONG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 6.81% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 12.37% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.05% | 22.42% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.00% | 21.35% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 20.82% | +0.25% |