LGRRX vs. IVV

In the year-to-date period, LGRRX achieves a 0.80% return, which is significantly lower than IVV's 0.90% return. Over the past 10 years, LGRRX has outperformed IVV with an annualized return of 15.49%, while IVV has yielded a comparatively lower 12.79% annualized return.

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LGRRX has a 0.92% expense ratio, which is higher than IVV's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and iShares Core S&P 500 ETF (IVV). 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.

The current LGRRX Sharpe Ratio is 0.90, which is comparable to the IVV Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of LGRRX and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LGRRX's dividend yield for the trailing twelve months is around 6.30%, more than IVV's 1.31% yield.

The maximum LGRRX drawdown since its inception was -58.26%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LGRRX and IVV.

Loomis Sayles Growth Fund (LGRRX) has a higher volatility of 5.95% compared to iShares Core S&P 500 ETF (IVV) at 4.82%. This indicates that LGRRX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.