LSBDX vs. VWIUX
Compare and contrast key facts about Loomis Sayles Bond Fund (LSBDX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).
LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSBDX or VWIUX.
Key characteristics
| LSBDX | VWIUX | |
|---|---|---|
| YTD Return | 6.57% | 1.44% |
| 1Y Return | 13.72% | 6.02% |
| 3Y Return (Ann) | 0.20% | 0.10% |
| 5Y Return (Ann) | 1.57% | 1.44% |
| 10Y Return (Ann) | 2.18% | 2.32% |
| Sharpe Ratio | 2.89 | 2.30 |
| Sortino Ratio | 4.41 | 3.57 |
| Omega Ratio | 1.59 | 1.53 |
| Calmar Ratio | 1.22 | 1.09 |
| Martin Ratio | 15.31 | 8.71 |
| Ulcer Index | 0.99% | 0.76% |
| Daily Std Dev | 5.25% | 2.86% |
| Max Drawdown | -30.57% | -11.49% |
| Current Drawdown | -1.42% | -1.52% |
Correlation
The correlation between LSBDX and VWIUX is 0.26, 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. VWIUX - Performance Comparison
In the year-to-date period, LSBDX achieves a 6.57% return, which is significantly higher than VWIUX's 1.44% return. Over the past 10 years, LSBDX has underperformed VWIUX with an annualized return of 2.18%, while VWIUX has yielded a comparatively higher 2.32% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LSBDX vs. VWIUX - Expense Ratio Comparison
LSBDX has a 0.67% expense ratio, which is higher than VWIUX's 0.09% expense ratio.
Risk-Adjusted Performance
LSBDX vs. VWIUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Bond Fund (LSBDX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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. VWIUX - Dividend Comparison
LSBDX's dividend yield for the trailing twelve months is around 5.38%, more than VWIUX's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 5.38% | 5.09% | 5.15% | 2.89% | 3.28% | 3.70% | 3.44% | 3.72% | 2.12% | 3.52% | 4.33% | 5.02% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.78% | 2.79% | 2.50% | 2.16% | 2.40% | 2.68% | 2.89% | 2.83% | 2.92% | 2.97% | 3.13% | 3.27% |
Drawdowns
LSBDX vs. VWIUX - Drawdown Comparison
The maximum LSBDX drawdown since its inception was -30.57%, which is greater than VWIUX's maximum drawdown of -11.49%. Use the drawdown chart below to compare losses from any high point for LSBDX and VWIUX. For additional features, visit the drawdowns tool.
Volatility
LSBDX vs. VWIUX - Volatility Comparison
The current volatility for Loomis Sayles Bond Fund (LSBDX) is 0.95%, while Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) has a volatility of 1.34%. This indicates that LSBDX experiences smaller price fluctuations and is considered to be less risky than VWIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.