LSBDX vs. VMSIX
Compare and contrast key facts about Loomis Sayles Bond Fund (LSBDX) and Vanguard Multi-Sector Income Bond Inv (VMSIX).
LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991. VMSIX is an actively managed fund by Vanguard. It was launched on Oct 14, 2021.
Performance
LSBDX vs. VMSIX - Performance Comparison
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LSBDX vs. VMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | -1.54% | 8.67% | 6.70% | 8.05% | -10.60% |
VMSIX Vanguard Multi-Sector Income Bond Inv | -1.00% | 9.09% | 6.68% | 10.43% | -8.50% |
Returns By Period
In the year-to-date period, LSBDX achieves a -1.54% return, which is significantly lower than VMSIX's -1.00% return.
LSBDX
- 1D
- 0.34%
- 1M
- -2.92%
- YTD
- -1.54%
- 6M
- -0.05%
- 1Y
- 4.54%
- 3Y*
- 6.19%
- 5Y*
- 2.44%
- 10Y*
- 3.45%
VMSIX
- 1D
- 0.22%
- 1M
- -1.88%
- YTD
- -1.00%
- 6M
- 0.67%
- 1Y
- 5.96%
- 3Y*
- 7.10%
- 5Y*
- —
- 10Y*
- —
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LSBDX vs. VMSIX - Expense Ratio Comparison
LSBDX has a 0.67% expense ratio, which is higher than VMSIX's 0.45% expense ratio.
Return for Risk
LSBDX vs. VMSIX — Risk / Return Rank
LSBDX
VMSIX
LSBDX vs. VMSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Bond Fund (LSBDX) and Vanguard Multi-Sector Income Bond Inv (VMSIX). 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.
| LSBDX | VMSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 2.08 | -0.51 |
Sortino ratioReturn per unit of downside risk | 2.13 | 2.93 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.47 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.27 | -0.37 |
Martin ratioReturn relative to average drawdown | 9.13 | 10.30 | -1.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LSBDX | VMSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 2.08 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 0.79 | +0.62 |
Correlation
The correlation between LSBDX and VMSIX is 0.89, 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.
Dividends
LSBDX vs. VMSIX - Dividend Comparison
LSBDX's dividend yield for the trailing twelve months is around 3.90%, less than VMSIX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 3.90% | 4.15% | 5.51% | 5.09% | 5.13% | 2.88% | 3.83% | 3.97% | 3.78% | 5.86% | 3.13% | 7.37% |
VMSIX Vanguard Multi-Sector Income Bond Inv | 5.07% | 5.56% | 6.37% | 5.43% | 3.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LSBDX vs. VMSIX - Drawdown Comparison
The maximum LSBDX drawdown since its inception was -30.58%, which is greater than VMSIX's maximum drawdown of -13.11%. Use the drawdown chart below to compare losses from any high point for LSBDX and VMSIX.
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Drawdown Indicators
| LSBDX | VMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.58% | -13.11% | -17.47% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -2.65% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -16.60% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -16.60% | — | — |
Current DrawdownCurrent decline from peak | -2.92% | -1.99% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -3.19% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 0.58% | +0.10% |
Volatility
LSBDX vs. VMSIX - Volatility Comparison
Loomis Sayles Bond Fund (LSBDX) has a higher volatility of 1.42% compared to Vanguard Multi-Sector Income Bond Inv (VMSIX) at 1.23%. This indicates that LSBDX's price experiences larger fluctuations and is considered to be riskier than VMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSBDX | VMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 1.23% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.20% | 1.67% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.87% | 2.91% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 4.75% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 4.75% | +0.14% |