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 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LSBDX vs. MUB - Performance Comparison
Key characteristics
LSBDX:
1.66
MUB:
0.38
LSBDX:
2.32
MUB:
0.55
LSBDX:
1.31
MUB:
1.07
LSBDX:
0.93
MUB:
0.33
LSBDX:
7.12
MUB:
1.31
LSBDX:
1.07%
MUB:
1.13%
LSBDX:
4.60%
MUB:
3.88%
LSBDX:
-30.58%
MUB:
-13.68%
LSBDX:
-0.64%
MUB:
-1.61%
Returns By Period
In the year-to-date period, LSBDX achieves a 0.68% return, which is significantly higher than MUB's -0.01% return. Over the past 10 years, LSBDX has underperformed MUB with an annualized return of 1.58%, while MUB has yielded a comparatively higher 1.92% annualized return.
LSBDX
0.68%
0.68%
3.02%
6.61%
1.25%
1.58%
MUB
-0.01%
-0.01%
-0.34%
0.69%
0.68%
1.92%
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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 5.06%, more than MUB's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 5.06% | 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 | 2.76% | 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
Loomis Sayles Bond Fund (LSBDX) has a higher volatility of 1.22% compared to iShares National AMT-Free Muni Bond ETF (MUB) at 1.15%. This indicates that LSBDX's price experiences larger fluctuations and is considered to be riskier than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.