Correlation
The correlation between LGRRX and SPY is 0.92, 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.
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.
Performance
LGRRX vs. SPY - Performance Comparison
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Key characteristics
LGRRX:
0.90
SPY:
0.70
LGRRX:
1.24
SPY:
1.02
LGRRX:
1.17
SPY:
1.15
LGRRX:
0.86
SPY:
0.68
LGRRX:
2.84
SPY:
2.57
LGRRX:
7.07%
SPY:
4.93%
LGRRX:
25.49%
SPY:
20.42%
LGRRX:
-58.26%
SPY:
-55.19%
LGRRX:
-4.24%
SPY:
-3.55%
Returns By Period
In the year-to-date period, LGRRX achieves a 0.80% return, which is significantly lower than SPY's 0.87% return. Over the past 10 years, LGRRX has outperformed SPY with an annualized return of 15.49%, while SPY has yielded a comparatively lower 12.73% annualized return.
LGRRX
0.80%
8.89%
1.24%
22.12%
23.85%
16.60%
15.49%
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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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.
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Dividends
LGRRX vs. SPY - Dividend Comparison
LGRRX's dividend yield for the trailing twelve months is around 6.30%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | 6.30% | 6.35% | 6.69% | 18.15% | 5.13% | 4.60% | 2.68% | 5.92% | 2.33% | 1.38% | 0.42% | 0.52% |
SPY SPDR S&P 500 ETF | 1.22% | 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.
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Volatility
LGRRX vs. SPY - Volatility Comparison
Loomis Sayles Growth Fund (LGRRX) has a higher volatility of 5.95% compared to SPDR S&P 500 ETF (SPY) at 4.86%. 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.
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