LGRRX vs. SPY
Compare and contrast key facts about Loomis Sayles Growth Fund (LGRRX) and SPDR S&P 500 ETF (SPY).
LGRRX is managed by Natixis Funds. It was launched on Feb 1, 2013. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGRRX or SPY.
Correlation
The correlation between LGRRX and SPY is 0.91, 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.
Performance
LGRRX vs. SPY - Performance Comparison
Key characteristics
LGRRX:
1.04
SPY:
1.75
LGRRX:
1.37
SPY:
2.36
LGRRX:
1.21
SPY:
1.32
LGRRX:
1.20
SPY:
2.66
LGRRX:
4.50
SPY:
11.01
LGRRX:
4.58%
SPY:
2.03%
LGRRX:
19.93%
SPY:
12.77%
LGRRX:
-58.26%
SPY:
-55.19%
LGRRX:
-8.87%
SPY:
-2.12%
Returns By Period
In the year-to-date period, LGRRX achieves a 1.71% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, LGRRX has underperformed SPY with an annualized return of 10.30%, while SPY has yielded a comparatively higher 12.96% annualized return.
LGRRX
1.71%
-2.30%
7.93%
17.59%
8.29%
10.30%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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LGRRX vs. SPY - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LGRRX vs. SPY — Risk-Adjusted Performance Rank
LGRRX
SPY
LGRRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
LGRRX vs. SPY - Dividend Comparison
LGRRX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.41% | 0.33% | 0.41% | 0.42% | 0.52% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LGRRX vs. SPY - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -58.26%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LGRRX and SPY. For additional features, visit the drawdowns tool.
Volatility
LGRRX vs. SPY - Volatility Comparison
Loomis Sayles Growth Fund (LGRRX) has a higher volatility of 5.02% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that LGRRX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.