LGRRX vs. LSIIX
Compare and contrast key facts about Loomis Sayles Growth Fund (LGRRX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX).
LGRRX is managed by Natixis. It was launched on Feb 1, 2013. LSIIX is managed by Natixis. It was launched on Dec 31, 1996.
Performance
LGRRX vs. LSIIX - Performance Comparison
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LGRRX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | -14.90% | 13.76% | 34.82% | 50.89% | -28.03% | 18.40% | 31.40% | 31.41% | -2.80% | 32.29% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -1.33% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
Returns By Period
In the year-to-date period, LGRRX achieves a -14.90% return, which is significantly lower than LSIIX's -1.33% return. Over the past 10 years, LGRRX has outperformed LSIIX with an annualized return of 14.69%, while LSIIX has yielded a comparatively lower 3.12% annualized return.
LGRRX
- 1D
- 0.20%
- 1M
- -9.33%
- YTD
- -14.90%
- 6M
- -14.71%
- 1Y
- 7.72%
- 3Y*
- 17.53%
- 5Y*
- 10.28%
- 10Y*
- 14.69%
LSIIX
- 1D
- 0.10%
- 1M
- -2.89%
- YTD
- -1.33%
- 6M
- -0.93%
- 1Y
- 1.92%
- 3Y*
- 3.71%
- 5Y*
- 0.80%
- 10Y*
- 3.12%
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LGRRX vs. LSIIX - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is higher than LSIIX's 0.54% expense ratio.
Return for Risk
LGRRX vs. LSIIX — Risk / Return Rank
LGRRX
LSIIX
LGRRX vs. LSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) 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.
| LGRRX | LSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.57 | -0.33 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.80 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.11 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.20 | 1.33 | -1.53 |
Martin ratioReturn relative to average drawdown | -0.61 | 4.39 | -4.99 |
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
| LGRRX | LSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.57 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.16 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.71 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.14 | -0.79 |
Correlation
The correlation between LGRRX and LSIIX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LGRRX vs. LSIIX - Dividend Comparison
LGRRX's dividend yield for the trailing twelve months is around 2.94%, less than LSIIX's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | 2.94% | 2.50% | 6.30% | 6.70% | 18.14% | 5.13% | 4.60% | 2.68% | 5.92% | 2.33% | 1.38% | 0.42% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 2.97% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
Drawdowns
LGRRX vs. LSIIX - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -64.70%, which is greater than LSIIX's maximum drawdown of -20.77%. Use the drawdown chart below to compare losses from any high point for LGRRX and LSIIX.
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Drawdown Indicators
| LGRRX | LSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.70% | -20.77% | -43.93% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -3.23% | -14.70% |
Max Drawdown (5Y)Largest decline over 5 years | -34.85% | -15.62% | -19.23% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -15.62% | -19.23% |
Current DrawdownCurrent decline from peak | -17.76% | -2.89% | -14.87% |
Average DrawdownAverage peak-to-trough decline | -21.33% | -2.42% | -18.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.92% | 0.98% | +6.94% |
Volatility
LGRRX vs. LSIIX - Volatility Comparison
Loomis Sayles Growth Fund (LGRRX) has a higher volatility of 5.19% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.36%. This indicates that LGRRX'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
| LGRRX | LSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 1.36% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 2.75% | +9.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.06% | 4.75% | +20.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 5.23% | +17.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 4.51% | +16.44% |