LGRRX vs. NEFRX
Compare and contrast key facts about Loomis Sayles Growth Fund (LGRRX) and Loomis Sayles Core Plus Bond Fund (NEFRX).
LGRRX is managed by Natixis. It was launched on Feb 1, 2013. NEFRX is managed by Natixis. It was launched on Nov 7, 1973.
Performance
LGRRX vs. NEFRX - Performance Comparison
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LGRRX vs. NEFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | -11.67% | 13.76% | 34.82% | 50.89% | -28.03% | 18.40% | 31.40% | 31.41% | -2.80% | 32.29% |
NEFRX Loomis Sayles Core Plus Bond Fund | -0.38% | 7.24% | 0.60% | 5.91% | -12.94% | -1.68% | 10.29% | 8.76% | -0.86% | 4.92% |
Returns By Period
In the year-to-date period, LGRRX achieves a -11.67% return, which is significantly lower than NEFRX's -0.38% return. Over the past 10 years, LGRRX has outperformed NEFRX with an annualized return of 15.12%, while NEFRX has yielded a comparatively lower 2.28% annualized return.
LGRRX
- 1D
- 3.79%
- 1M
- -6.06%
- YTD
- -11.67%
- 6M
- -12.18%
- 1Y
- 11.06%
- 3Y*
- 19.00%
- 5Y*
- 10.77%
- 10Y*
- 15.12%
NEFRX
- 1D
- 0.26%
- 1M
- -1.88%
- YTD
- -0.38%
- 6M
- 0.27%
- 1Y
- 3.58%
- 3Y*
- 3.15%
- 5Y*
- 0.05%
- 10Y*
- 2.28%
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LGRRX vs. NEFRX - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is higher than NEFRX's 0.71% expense ratio.
Return for Risk
LGRRX vs. NEFRX — Risk / Return Rank
LGRRX
NEFRX
LGRRX vs. NEFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and Loomis Sayles Core Plus Bond Fund (NEFRX). 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 | NEFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.98 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.42 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.22 | -2.36 |
Martin ratioReturn relative to average drawdown | -0.43 | 7.31 | -7.73 |
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 | NEFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.98 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.01 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.46 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.73 | -0.38 |
Correlation
The correlation between LGRRX and NEFRX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LGRRX vs. NEFRX - Dividend Comparison
LGRRX's dividend yield for the trailing twelve months is around 2.83%, less than NEFRX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | 2.83% | 2.50% | 6.30% | 6.70% | 18.14% | 5.13% | 4.60% | 2.68% | 5.92% | 2.33% | 1.38% | 0.42% |
NEFRX Loomis Sayles Core Plus Bond Fund | 3.63% | 3.97% | 3.90% | 3.58% | 3.10% | 2.34% | 4.04% | 2.51% | 2.87% | 2.68% | 3.17% | 2.58% |
Drawdowns
LGRRX vs. NEFRX - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -64.70%, which is greater than NEFRX's maximum drawdown of -25.45%. Use the drawdown chart below to compare losses from any high point for LGRRX and NEFRX.
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Drawdown Indicators
| LGRRX | NEFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.70% | -25.45% | -39.25% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -3.12% | -14.81% |
Max Drawdown (5Y)Largest decline over 5 years | -34.85% | -18.55% | -16.30% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -18.76% | -16.09% |
Current DrawdownCurrent decline from peak | -14.65% | -2.57% | -12.08% |
Average DrawdownAverage peak-to-trough decline | -21.33% | -3.97% | -17.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.97% | 0.95% | +7.02% |
Volatility
LGRRX vs. NEFRX - Volatility Comparison
Loomis Sayles Growth Fund (LGRRX) has a higher volatility of 6.47% compared to Loomis Sayles Core Plus Bond Fund (NEFRX) at 1.52%. This indicates that LGRRX's price experiences larger fluctuations and is considered to be riskier than NEFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGRRX | NEFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 1.52% | +4.95% |
Volatility (6M)Calculated over the trailing 6-month period | 12.98% | 2.85% | +10.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.34% | 4.99% | +20.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 6.20% | +16.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 5.02% | +15.96% |