LSFYX vs. LSGRX
Compare and contrast key facts about Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) and Loomis Sayles Growth Fund (LSGRX).
LSFYX is managed by Natixis. It was launched on Sep 29, 2011. LSGRX is managed by Natixis. It was launched on May 16, 1991.
Performance
LSFYX vs. LSGRX - Performance Comparison
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LSFYX vs. LSGRX - 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% |
LSGRX Loomis Sayles Growth Fund | -14.81% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
Returns By Period
In the year-to-date period, LSFYX achieves a -1.15% return, which is significantly higher than LSGRX's -14.81% return. Over the past 10 years, LSFYX has underperformed LSGRX with an annualized return of 4.34%, while LSGRX has yielded a comparatively higher 14.98% 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%
LSGRX
- 1D
- 0.21%
- 1M
- -9.29%
- YTD
- -14.81%
- 6M
- -14.59%
- 1Y
- 8.00%
- 3Y*
- 17.83%
- 5Y*
- 10.57%
- 10Y*
- 14.98%
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LSFYX vs. LSGRX - Expense Ratio Comparison
LSFYX has a 0.80% expense ratio, which is higher than LSGRX's 0.64% expense ratio.
Return for Risk
LSFYX vs. LSGRX — Risk / Return Rank
LSFYX
LSGRX
LSFYX vs. LSGRX - 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 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.
| LSFYX | LSGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.26 | +0.99 |
Sortino ratioReturn per unit of downside risk | 1.84 | 0.58 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.08 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | -0.28 | +1.41 |
Martin ratioReturn relative to average drawdown | 4.58 | -0.85 | +5.43 |
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 | LSGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.26 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.32 | 0.49 | +0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.27 | 0.74 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.50 | 0.42 | +1.08 |
Correlation
The correlation between LSFYX and LSGRX is 0.20, 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.
Dividends
LSFYX vs. LSGRX - Dividend Comparison
LSFYX's dividend yield for the trailing twelve months is around 6.64%, more than LSGRX's 2.60% 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% |
LSGRX Loomis Sayles Growth Fund | 2.60% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
Drawdowns
LSFYX vs. LSGRX - Drawdown Comparison
The maximum LSFYX drawdown since its inception was -20.67%, smaller than the maximum LSGRX drawdown of -63.63%. Use the drawdown chart below to compare losses from any high point for LSFYX and LSGRX.
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Drawdown Indicators
| LSFYX | LSGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.67% | -63.63% | +42.96% |
Max Drawdown (1Y)Largest decline over 1 year | -2.35% | -17.83% | +15.48% |
Max Drawdown (5Y)Largest decline over 5 years | -7.60% | -34.69% | +27.09% |
Max Drawdown (10Y)Largest decline over 10 years | -20.67% | -34.69% | +14.02% |
Current DrawdownCurrent decline from peak | -1.32% | -17.66% | +16.34% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -18.01% | +16.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 7.78% | -7.05% |
Volatility
LSFYX vs. LSGRX - Volatility Comparison
The current volatility for Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) is 0.88%, while Loomis Sayles Growth Fund (LSGRX) has a volatility of 5.18%. This indicates that LSFYX 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
| LSFYX | LSGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.88% | 5.18% | -4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 12.39% | -10.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.68% | 25.07% | -21.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 22.55% | -19.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.48% | 20.84% | -17.36% |