LSFYX vs. FLYRX
Compare and contrast key facts about Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) and Pioneer Floating Rate Fund (FLYRX).
LSFYX is managed by Natixis. It was launched on Sep 29, 2011. FLYRX is managed by Amundi. It was launched on Feb 13, 2007.
Performance
LSFYX vs. FLYRX - Performance Comparison
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LSFYX vs. FLYRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSFYX Loomis Sayles Senior Floating Rate and Fixed Income Fund | -1.15% | 4.80% | 8.60% | 9.78% | -5.52% | 4.88% | 1.47% | 5.43% | 0.40% | 5.06% |
FLYRX Pioneer Floating Rate Fund | -0.60% | 4.90% | 6.94% | 8.31% | -3.26% | 4.32% | 2.10% | 7.57% | 0.17% | 3.74% |
Returns By Period
In the year-to-date period, LSFYX achieves a -1.15% return, which is significantly lower than FLYRX's -0.60% return. Over the past 10 years, LSFYX has outperformed FLYRX with an annualized return of 4.34%, while FLYRX has yielded a comparatively lower 3.91% annualized return.
LSFYX
- 1D
- -0.13%
- 1M
- -0.26%
- YTD
- -1.15%
- 6M
- -0.23%
- 1Y
- 3.25%
- 3Y*
- 6.29%
- 5Y*
- 3.76%
- 10Y*
- 4.34%
FLYRX
- 1D
- 0.00%
- 1M
- -0.00%
- YTD
- -0.60%
- 6M
- 0.51%
- 1Y
- 3.59%
- 3Y*
- 5.58%
- 5Y*
- 3.73%
- 10Y*
- 3.91%
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LSFYX vs. FLYRX - Expense Ratio Comparison
LSFYX has a 0.80% expense ratio, which is higher than FLYRX's 0.75% expense ratio.
Return for Risk
LSFYX vs. FLYRX — Risk / Return Rank
LSFYX
FLYRX
LSFYX vs. FLYRX - 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 Pioneer Floating Rate Fund (FLYRX). 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 | FLYRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.46 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.49 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.47 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 2.23 | -1.10 |
Martin ratioReturn relative to average drawdown | 4.58 | 8.24 | -3.66 |
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 | FLYRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.46 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.32 | 1.42 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.27 | 1.10 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.50 | 1.02 | +0.48 |
Correlation
The correlation between LSFYX and FLYRX is 0.51, 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. FLYRX - Dividend Comparison
LSFYX's dividend yield for the trailing twelve months is around 6.64%, less than FLYRX's 6.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSFYX Loomis Sayles Senior Floating Rate and Fixed Income Fund | 6.64% | 7.09% | 9.23% | 6.81% | 5.17% | 3.87% | 5.18% | 6.46% | 6.07% | 5.67% | 5.89% | 6.23% |
FLYRX Pioneer Floating Rate Fund | 6.83% | 7.48% | 5.87% | 6.45% | 5.40% | 3.46% | 3.91% | 5.01% | 4.70% | 4.13% | 3.88% | 3.85% |
Drawdowns
LSFYX vs. FLYRX - Drawdown Comparison
The maximum LSFYX drawdown since its inception was -20.67%, smaller than the maximum FLYRX drawdown of -30.67%. Use the drawdown chart below to compare losses from any high point for LSFYX and FLYRX.
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Drawdown Indicators
| LSFYX | FLYRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.67% | -30.67% | +10.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.35% | -1.64% | -0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -7.60% | -6.61% | -0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -20.67% | -19.05% | -1.62% |
Current DrawdownCurrent decline from peak | -1.32% | -0.60% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -2.00% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 0.49% | +0.24% |
Volatility
LSFYX vs. FLYRX - Volatility Comparison
Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) has a higher volatility of 0.88% compared to Pioneer Floating Rate Fund (FLYRX) at 0.74%. This indicates that LSFYX's price experiences larger fluctuations and is considered to be riskier than FLYRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSFYX | FLYRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.88% | 0.74% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 1.82% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.68% | 2.77% | +0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 2.65% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.48% | 3.57% | -0.09% |