LSFYX vs. EIFAX
Compare and contrast key facts about Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) and Eaton Vance Floating-Rate Advantage Fund (EIFAX).
LSFYX is managed by Natixis. It was launched on Sep 29, 2011. EIFAX is managed by Eaton Vance. It was launched on Mar 16, 2008.
Performance
LSFYX vs. EIFAX - Performance Comparison
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LSFYX vs. EIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSFYX Loomis Sayles Senior Floating Rate and Fixed Income Fund | -1.03% | 4.80% | 8.60% | 9.78% | -5.52% | 4.88% | 1.47% | 5.43% | 0.40% | 5.06% |
EIFAX Eaton Vance Floating-Rate Advantage Fund | -1.88% | 4.54% | 8.91% | 11.86% | -2.98% | 5.41% | 1.90% | 9.02% | 0.28% | 5.16% |
Returns By Period
In the year-to-date period, LSFYX achieves a -1.03% return, which is significantly higher than EIFAX's -1.88% return. Over the past 10 years, LSFYX has underperformed EIFAX with an annualized return of 4.36%, while EIFAX has yielded a comparatively higher 5.15% annualized return.
LSFYX
- 1D
- 0.13%
- 1M
- 0.26%
- YTD
- -1.03%
- 6M
- -0.10%
- 1Y
- 3.51%
- 3Y*
- 6.33%
- 5Y*
- 3.79%
- 10Y*
- 4.36%
EIFAX
- 1D
- 0.11%
- 1M
- -0.32%
- YTD
- -1.88%
- 6M
- -1.19%
- 1Y
- 2.70%
- 3Y*
- 6.43%
- 5Y*
- 4.64%
- 10Y*
- 5.15%
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LSFYX vs. EIFAX - Expense Ratio Comparison
LSFYX has a 0.80% expense ratio, which is higher than EIFAX's 0.47% expense ratio.
Return for Risk
LSFYX vs. EIFAX — Risk / Return Rank
LSFYX
EIFAX
LSFYX vs. EIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) and Eaton Vance Floating-Rate Advantage Fund (EIFAX). 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.
| LSFYX | EIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.82 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.20 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.22 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.74 | 3.93 | +0.80 |
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
| LSFYX | EIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.82 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.33 | 1.50 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.28 | 1.16 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.51 | 1.17 | +0.33 |
Correlation
The correlation between LSFYX and EIFAX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LSFYX vs. EIFAX - Dividend Comparison
LSFYX's dividend yield for the trailing twelve months is around 6.63%, less than EIFAX's 7.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSFYX Loomis Sayles Senior Floating Rate and Fixed Income Fund | 6.63% | 7.09% | 9.23% | 6.81% | 5.17% | 3.87% | 5.18% | 6.46% | 6.07% | 5.67% | 5.89% | 6.23% |
EIFAX Eaton Vance Floating-Rate Advantage Fund | 7.40% | 8.09% | 8.91% | 7.02% | 5.92% | 4.03% | 4.51% | 5.58% | 5.10% | 4.46% | 5.02% | 5.29% |
Drawdowns
LSFYX vs. EIFAX - Drawdown Comparison
The maximum LSFYX drawdown since its inception was -20.67%, smaller than the maximum EIFAX drawdown of -40.28%. Use the drawdown chart below to compare losses from any high point for LSFYX and EIFAX.
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Drawdown Indicators
| LSFYX | EIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.67% | -40.28% | +19.61% |
Max Drawdown (1Y)Largest decline over 1 year | -2.35% | -2.45% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -7.60% | -7.63% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -20.67% | -24.22% | +3.55% |
Current DrawdownCurrent decline from peak | -1.19% | -2.18% | +0.99% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -2.28% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 0.79% | -0.06% |
Volatility
LSFYX vs. EIFAX - Volatility Comparison
Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) and Eaton Vance Floating-Rate Advantage Fund (EIFAX) have volatilities of 0.88% and 0.85%, 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
| LSFYX | EIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.88% | 0.85% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 1.83% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 3.31% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 3.10% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.48% | 4.45% | -0.97% |