LSFIX vs. LSBDX
Compare and contrast key facts about Loomis Sayles Fixed Income Fund (LSFIX) and Loomis Sayles Bond Fund (LSBDX).
LSFIX is managed by Loomis Sayles Funds. It was launched on Jan 16, 1995. LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991.
Performance
LSFIX vs. LSBDX - Performance Comparison
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LSFIX vs. LSBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSFIX Loomis Sayles Fixed Income Fund | -1.09% | 9.10% | 5.39% | 8.21% | -11.74% | 2.89% | 5.38% | 13.56% | -3.07% | 8.40% |
LSBDX Loomis Sayles Bond Fund | -1.54% | 8.67% | 6.70% | 8.05% | -12.50% | 3.23% | 2.14% | 11.72% | -2.87% | 7.47% |
Returns By Period
In the year-to-date period, LSFIX achieves a -1.09% return, which is significantly higher than LSBDX's -1.54% return. Over the past 10 years, LSFIX has outperformed LSBDX with an annualized return of 4.13%, while LSBDX has yielded a comparatively lower 3.45% annualized return.
LSFIX
- 1D
- 0.34%
- 1M
- -2.47%
- YTD
- -1.09%
- 6M
- 0.31%
- 1Y
- 5.61%
- 3Y*
- 6.00%
- 5Y*
- 2.46%
- 10Y*
- 4.13%
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%
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LSFIX vs. LSBDX - Expense Ratio Comparison
LSFIX has a 0.58% expense ratio, which is lower than LSBDX's 0.67% expense ratio.
Return for Risk
LSFIX vs. LSBDX — Risk / Return Rank
LSFIX
LSBDX
LSFIX vs. LSBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Fixed Income Fund (LSFIX) and Loomis Sayles Bond Fund (LSBDX). 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.
| LSFIX | LSBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.57 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.54 | 2.13 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.32 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.56 | 1.90 | +0.65 |
Martin ratioReturn relative to average drawdown | 10.75 | 9.13 | +1.62 |
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
| LSFIX | LSBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.57 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.72 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 1.41 | -0.52 |
Correlation
The correlation between LSFIX and LSBDX is 0.94, 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
LSFIX vs. LSBDX - Dividend Comparison
LSFIX's dividend yield for the trailing twelve months is around 4.75%, more than LSBDX's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSFIX Loomis Sayles Fixed Income Fund | 4.75% | 4.70% | 5.79% | 4.41% | 1.53% | 6.23% | 6.23% | 4.24% | 5.62% | 5.62% | 3.57% | 6.77% |
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% |
Drawdowns
LSFIX vs. LSBDX - Drawdown Comparison
The maximum LSFIX drawdown since its inception was -26.33%, smaller than the maximum LSBDX drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for LSFIX and LSBDX.
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Drawdown Indicators
| LSFIX | LSBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.33% | -30.58% | +4.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -3.25% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -15.86% | -16.60% | +0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -19.60% | -16.60% | -3.00% |
Current DrawdownCurrent decline from peak | -2.47% | -2.92% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -3.26% | -2.80% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 0.68% | -0.01% |
Volatility
LSFIX vs. LSBDX - Volatility Comparison
Loomis Sayles Fixed Income Fund (LSFIX) and Loomis Sayles Bond Fund (LSBDX) have volatilities of 1.44% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSFIX | LSBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 1.42% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.19% | 2.20% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.93% | 3.87% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.89% | 4.97% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.94% | 4.89% | +0.05% |