LSDIX vs. LSGRX
LSDIX (Loomis Sayles Intermediate Duration Bond Fund) and LSGRX (Loomis Sayles Growth Fund) are both mutual funds - LSDIX is a Short-Term Bond fund managed by Natixis, while LSGRX is a Large Cap Growth Equities fund managed by Natixis. Over the past 10 years, LSDIX returned 2.10%/yr vs 15.08%/yr for LSGRX. Their -0.10 correlation means they have often moved in opposite directions in the past. LSDIX charges 0.40%/yr vs 0.64%/yr for LSGRX.
Performance
LSDIX vs. LSGRX - Performance Comparison
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Returns By Period
In the year-to-date period, LSDIX achieves a -0.09% return, which is significantly higher than LSGRX's -6.38% return. Over the past 10 years, LSDIX has underperformed LSGRX with an annualized return of 2.10%, while LSGRX has yielded a comparatively higher 15.08% annualized return.
LSDIX
- 1D
- 0.00%
- 1M
- -0.38%
- 6M
- -0.34%
- YTD
- -0.09%
- 1Y
- 1.94%
- 3Y*
- 4.37%
- 5Y*
- 0.89%
- 10Y*
- 2.10%
- ALL TIME*
- 3.80%
LSGRX
- 1D
- 0.97%
- 1M
- -2.45%
- 6M
- -5.84%
- YTD
- -6.38%
- 1Y
- -1.65%
- 3Y*
- 14.79%
- 5Y*
- 10.02%
- 10Y*
- 15.08%
- ALL TIME*
- 9.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LSDIX vs. LSGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSDIX Loomis Sayles Intermediate Duration Bond Fund | -0.09% | 5.73% | 3.88% | 5.75% | -8.55% | -1.38% | 7.74% | 7.64% | 0.52% | 2.66% |
LSGRX Loomis Sayles Growth Fund | -6.38% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
Correlation
The correlation between LSDIX and LSGRX is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 1998 | -0.11 |
The correlation between LSDIX and LSGRX shifts across timeframes, from -0.10 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LSDIX vs. LSGRX — Risk / Return Rank
LSDIX
LSGRX
LSDIX vs. LSGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Intermediate Duration Bond Fund (LSDIX) and Loomis Sayles Growth Fund (LSGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LSDIX | LSGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.97 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.00 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | -0.12 | +1.27 |
| Martin ratioReturn relative to average drawdown | 2.92 | -0.32 | +3.24 |
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Drawdowns
LSDIX vs. LSGRX - Drawdown Comparison
The maximum LSDIX drawdown since its inception was -12.92%, smaller than the maximum LSGRX drawdown of -63.63%. Use the drawdown chart below to compare losses from any high point for LSDIX and LSGRX.
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Drawdown Indicators
| LSDIX | LSGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.92% | -63.63% | +50.71% |
Max Drawdown (1Y)Largest decline over 1 year | -1.96% | -17.83% | +15.87% |
Max Drawdown (3Y)Largest decline over 3 years | -2.23% | -27.33% | +25.10% |
Max Drawdown (5Y)Largest decline over 5 years | -12.83% | -34.69% | +21.86% |
Max Drawdown (10Y)Largest decline over 10 years | -12.92% | -34.69% | +21.77% |
Current DrawdownCurrent decline from peak | -1.05% | -9.51% | +8.46% |
Average DrawdownAverage peak-to-trough decline | -1.46% | -17.91% | +16.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 6.33% | -5.60% |
Volatility
LSDIX vs. LSGRX - Volatility Comparison
The current volatility for Loomis Sayles Intermediate Duration Bond Fund (LSDIX) is 0.66%, while Loomis Sayles Growth Fund (LSGRX) has a volatility of 5.34%. This indicates that LSDIX experiences smaller price fluctuations and is considered to be less risky than LSGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSDIX | LSGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.66% | 5.34% | -4.68% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 13.82% | -11.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.64% | 18.11% | -15.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.96% | 22.90% | -18.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.29% | 20.98% | -17.69% |
LSDIX vs. LSGRX - Expense Ratio Comparison
LSDIX has a 0.40% expense ratio, which is lower than LSGRX's 0.64% expense ratio.
Dividends
LSDIX vs. LSGRX - Dividend Comparison
LSDIX's dividend yield for the trailing twelve months is around 3.34%, more than LSGRX's 2.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSDIX Loomis Sayles Intermediate Duration Bond Fund | 3.34% | 3.35% | 4.24% | 3.72% | 2.38% | 1.75% | 4.56% | 3.13% | 2.69% | 2.24% | 2.94% | 2.75% |
LSGRX Loomis Sayles Growth Fund | 2.37% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
Frequently Asked Questions
LSDIX and LSGRX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSGRX has higher volatility (5.34%) compared to LSDIX (0.66%). In terms of maximum drawdown, LSDIX dropped -12.92% vs LSGRX's -63.63%.
LSDIX currently has the higher Sharpe Ratio (0.86 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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