LSBDX vs. MUB
Compare and contrast key facts about Loomis Sayles Bond Fund (LSBDX) and iShares National AMT-Free Muni Bond ETF (MUB).
LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991. MUB is a passively managed fund by iShares that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Sep 7, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSBDX or MUB.
Correlation
The correlation between LSBDX and MUB is -0.05. 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.
Performance
LSBDX vs. MUB - Performance Comparison
Key characteristics
LSBDX:
2.32
MUB:
0.09
LSBDX:
3.50
MUB:
0.14
LSBDX:
1.45
MUB:
1.02
LSBDX:
1.41
MUB:
0.08
LSBDX:
12.10
MUB:
0.27
LSBDX:
0.78%
MUB:
1.50%
LSBDX:
4.07%
MUB:
4.76%
LSBDX:
-30.58%
MUB:
-13.68%
LSBDX:
-0.34%
MUB:
-2.68%
Returns By Period
In the year-to-date period, LSBDX achieves a 2.43% return, which is significantly higher than MUB's -1.09% return. Over the past 10 years, LSBDX has underperformed MUB with an annualized return of 1.72%, while MUB has yielded a comparatively higher 1.99% annualized return.
LSBDX
2.43%
1.89%
2.05%
9.39%
3.74%
1.72%
MUB
-1.09%
1.20%
-1.43%
0.44%
0.87%
1.99%
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LSBDX vs. MUB - Expense Ratio Comparison
LSBDX has a 0.67% expense ratio, which is higher than MUB's 0.07% expense ratio.
Risk-Adjusted Performance
LSBDX vs. MUB — Risk-Adjusted Performance Rank
LSBDX
MUB
LSBDX vs. MUB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Bond Fund (LSBDX) and iShares National AMT-Free Muni Bond ETF (MUB). 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
LSBDX vs. MUB - Dividend Comparison
LSBDX's dividend yield for the trailing twelve months is around 5.43%, more than MUB's 3.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 5.43% | 5.51% | 5.09% | 5.15% | 2.89% | 3.28% | 3.70% | 3.44% | 3.72% | 2.12% | 3.52% | 4.33% |
MUB iShares National AMT-Free Muni Bond ETF | 3.14% | 3.01% | 2.65% | 2.11% | 1.81% | 2.11% | 2.42% | 2.46% | 2.26% | 2.21% | 2.51% | 2.73% |
Drawdowns
LSBDX vs. MUB - Drawdown Comparison
The maximum LSBDX drawdown since its inception was -30.58%, which is greater than MUB's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for LSBDX and MUB. For additional features, visit the drawdowns tool.
Volatility
LSBDX vs. MUB - Volatility Comparison
The current volatility for Loomis Sayles Bond Fund (LSBDX) is 1.29%, while iShares National AMT-Free Muni Bond ETF (MUB) has a volatility of 1.63%. This indicates that LSBDX experiences smaller price fluctuations and is considered to be less risky than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.