LSGBX vs. LSHIX
Compare and contrast key facts about Loomis Sayles Global Bond Fund (LSGBX) and Loomis Sayles Institutional High Income Fund (LSHIX).
LSGBX is managed by Loomis Sayles Funds. It was launched on May 9, 1991. LSHIX is managed by Loomis Sayles Funds. It was launched on Jun 5, 1996.
Performance
LSGBX vs. LSHIX - Performance Comparison
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LSGBX vs. LSHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGBX Loomis Sayles Global Bond Fund | -1.87% | 8.52% | -2.46% | 5.48% | -17.18% | -4.94% | 13.49% | 7.52% | -2.49% | 8.87% |
LSHIX Loomis Sayles Institutional High Income Fund | -1.05% | 9.25% | 9.43% | 10.00% | -11.68% | 8.23% | 3.46% | 10.55% | -3.55% | 8.41% |
Returns By Period
In the year-to-date period, LSGBX achieves a -1.87% return, which is significantly lower than LSHIX's -1.05% return. Over the past 10 years, LSGBX has underperformed LSHIX with an annualized return of 0.94%, while LSHIX has yielded a comparatively higher 5.61% annualized return.
LSGBX
- 1D
- 0.20%
- 1M
- -3.86%
- YTD
- -1.87%
- 6M
- -1.89%
- 1Y
- 3.52%
- 3Y*
- 2.17%
- 5Y*
- -2.03%
- 10Y*
- 0.94%
LSHIX
- 1D
- 0.18%
- 1M
- -1.91%
- YTD
- -1.05%
- 6M
- -0.02%
- 1Y
- 6.75%
- 3Y*
- 8.36%
- 5Y*
- 3.96%
- 10Y*
- 5.61%
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LSGBX vs. LSHIX - Expense Ratio Comparison
LSGBX has a 0.69% expense ratio, which is lower than LSHIX's 0.71% expense ratio.
Return for Risk
LSGBX vs. LSHIX — Risk / Return Rank
LSGBX
LSHIX
LSGBX vs. LSHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Global Bond Fund (LSGBX) and Loomis Sayles Institutional High Income Fund (LSHIX). 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.
| LSGBX | LSHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.57 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.23 | 2.08 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.39 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.34 | +0.11 |
Martin ratioReturn relative to average drawdown | 5.18 | 6.43 | -1.25 |
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
| LSGBX | LSHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.57 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.32 | 0.77 | -1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.93 | -0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.68 | +0.10 |
Correlation
The correlation between LSGBX and LSHIX is 0.31, 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
LSGBX vs. LSHIX - Dividend Comparison
LSGBX's dividend yield for the trailing twelve months is around 0.11%, less than LSHIX's 5.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGBX Loomis Sayles Global Bond Fund | 0.11% | 0.11% | 0.00% | 0.00% | 0.00% | 4.31% | 4.94% | 1.75% | 0.66% | 0.28% | 0.43% | 0.00% |
LSHIX Loomis Sayles Institutional High Income Fund | 5.83% | 5.77% | 7.72% | 6.28% | 4.96% | 6.09% | 5.14% | 6.75% | 7.52% | 5.97% | 6.06% | 10.99% |
Drawdowns
LSGBX vs. LSHIX - Drawdown Comparison
The maximum LSGBX drawdown since its inception was -26.86%, smaller than the maximum LSHIX drawdown of -40.26%. Use the drawdown chart below to compare losses from any high point for LSGBX and LSHIX.
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Drawdown Indicators
| LSGBX | LSHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.86% | -40.26% | +13.40% |
Max Drawdown (1Y)Largest decline over 1 year | -4.05% | -3.91% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -25.41% | -15.18% | -10.23% |
Max Drawdown (10Y)Largest decline over 10 years | -26.86% | -24.13% | -2.73% |
Current DrawdownCurrent decline from peak | -13.99% | -2.08% | -11.91% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -7.32% | +2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 0.99% | +0.15% |
Volatility
LSGBX vs. LSHIX - Volatility Comparison
Loomis Sayles Global Bond Fund (LSGBX) has a higher volatility of 1.83% compared to Loomis Sayles Institutional High Income Fund (LSHIX) at 1.31%. This indicates that LSGBX's price experiences larger fluctuations and is considered to be riskier than LSHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSGBX | LSHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 1.31% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 3.70% | 2.35% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.24% | 5.10% | +1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.59% | 5.38% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.79% | 6.16% | -0.37% |