LSFYX vs. VVR

In the year-to-date period, LSFYX achieves a 1.58% return, which is significantly higher than VVR's -2.69% return. Over the past 10 years, LSFYX has underperformed VVR with an annualized return of 4.18%, while VVR has yielded a comparatively higher 6.25% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) and Invesco Senior Income Trust (VVR). 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.

The current LSFYX Sharpe Ratio is 2.41, which is higher than the VVR Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of LSFYX and VVR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LSFYX's dividend yield for the trailing twelve months is around 9.38%, less than VVR's 13.42% yield.

The maximum LSFYX drawdown since its inception was -20.67%, smaller than the maximum VVR drawdown of -73.80%. Use the drawdown chart below to compare losses from any high point for LSFYX and VVR. For additional features, visit the drawdowns tool.

The current volatility for Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) is 0.84%, while Invesco Senior Income Trust (VVR) has a volatility of 4.59%. This indicates that LSFYX experiences smaller price fluctuations and is considered to be less risky than VVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.