LOGSX vs. LYFIX
Compare and contrast key facts about Live Oak Health Sciences Fund (LOGSX) and AlphaCentric LifeSci Healthcare Fund (LYFIX).
LOGSX is managed by Oak Associates. It was launched on Jun 28, 2001. LYFIX is managed by AlphaCentric Funds. It was launched on Nov 28, 2019.
Performance
LOGSX vs. LYFIX - Performance Comparison
Loading graphics...
LOGSX vs. LYFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | -1.53% | 19.63% | 0.16% | 1.21% | 3.71% | 17.59% | 6.01% | 2.01% |
LYFIX AlphaCentric LifeSci Healthcare Fund | -4.21% | 28.22% | -0.27% | 7.19% | -0.92% | -3.42% | 54.83% | 1.20% |
Returns By Period
In the year-to-date period, LOGSX achieves a -1.53% return, which is significantly higher than LYFIX's -4.21% return.
LOGSX
- 1D
- 1.05%
- 1M
- -6.68%
- YTD
- -1.53%
- 6M
- 10.22%
- 1Y
- 12.96%
- 3Y*
- 8.08%
- 5Y*
- 6.73%
- 10Y*
- 7.11%
LYFIX
- 1D
- 0.93%
- 1M
- -7.36%
- YTD
- -4.21%
- 6M
- 13.80%
- 1Y
- 19.23%
- 3Y*
- 7.08%
- 5Y*
- 4.29%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LOGSX vs. LYFIX - Expense Ratio Comparison
LOGSX has a 1.02% expense ratio, which is lower than LYFIX's 1.40% expense ratio.
Return for Risk
LOGSX vs. LYFIX — Risk / Return Rank
LOGSX
LYFIX
LOGSX vs. LYFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Health Sciences Fund (LOGSX) and AlphaCentric LifeSci Healthcare Fund (LYFIX). 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.
| LOGSX | LYFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.03 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.50 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.85 | -0.13 |
Martin ratioReturn relative to average drawdown | 5.03 | 4.50 | +0.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LOGSX | LYFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.03 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.19 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.48 | -0.06 |
Correlation
The correlation between LOGSX and LYFIX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LOGSX vs. LYFIX - Dividend Comparison
LOGSX's dividend yield for the trailing twelve months is around 2.10%, more than LYFIX's 1.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | 2.10% | 2.07% | 2.64% | 6.28% | 0.55% | 7.02% | 7.04% | 0.85% | 15.20% | 6.45% | 2.10% | 15.52% |
LYFIX AlphaCentric LifeSci Healthcare Fund | 1.86% | 1.78% | 2.24% | 2.63% | 4.43% | 12.88% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LOGSX vs. LYFIX - Drawdown Comparison
The maximum LOGSX drawdown since its inception was -45.85%, which is greater than LYFIX's maximum drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for LOGSX and LYFIX.
Loading graphics...
Drawdown Indicators
| LOGSX | LYFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.85% | -35.33% | -10.52% |
Max Drawdown (1Y)Largest decline over 1 year | -7.65% | -9.47% | +1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -32.45% | +17.42% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | — | — |
Current DrawdownCurrent decline from peak | -6.68% | -7.64% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -10.07% | +2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 4.23% | -1.62% |
Volatility
LOGSX vs. LYFIX - Volatility Comparison
The current volatility for Live Oak Health Sciences Fund (LOGSX) is 4.71%, while AlphaCentric LifeSci Healthcare Fund (LYFIX) has a volatility of 6.67%. This indicates that LOGSX experiences smaller price fluctuations and is considered to be less risky than LYFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LOGSX | LYFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 6.67% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 13.17% | -3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 19.01% | -2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 22.89% | -8.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 23.45% | -7.33% |