LSGGX vs. LSIIX
Compare and contrast key facts about Loomis Sayles Global Growth Fund (LSGGX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX).
LSGGX is managed by Natixis. It was launched on Mar 30, 2016. LSIIX is managed by Natixis. It was launched on Dec 31, 1996.
Performance
LSGGX vs. LSIIX - Performance Comparison
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LSGGX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGGX Loomis Sayles Global Growth Fund | -16.35% | 16.84% | 23.30% | 36.10% | -25.98% | 5.89% | 35.25% | 30.63% | -6.70% | 31.11% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -1.33% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
Returns By Period
In the year-to-date period, LSGGX achieves a -16.35% return, which is significantly lower than LSIIX's -1.33% return.
LSGGX
- 1D
- 0.20%
- 1M
- -9.84%
- YTD
- -16.35%
- 6M
- -18.90%
- 1Y
- 1.75%
- 3Y*
- 11.82%
- 5Y*
- 4.56%
- 10Y*
- —
LSIIX
- 1D
- 0.10%
- 1M
- -2.89%
- YTD
- -1.33%
- 6M
- -0.93%
- 1Y
- 1.92%
- 3Y*
- 3.71%
- 5Y*
- 0.80%
- 10Y*
- 3.12%
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LSGGX vs. LSIIX - Expense Ratio Comparison
LSGGX has a 0.95% expense ratio, which is higher than LSIIX's 0.54% expense ratio.
Return for Risk
LSGGX vs. LSIIX — Risk / Return Rank
LSGGX
LSIIX
LSGGX vs. LSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Global Growth Fund (LSGGX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX). 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.
| LSGGX | LSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.08 | 0.57 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.06 | 0.80 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.11 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.30 | 1.33 | -1.63 |
Martin ratioReturn relative to average drawdown | -0.84 | 4.39 | -5.23 |
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
| LSGGX | LSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.08 | 0.57 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.16 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 1.14 | -0.55 |
Correlation
The correlation between LSGGX and LSIIX is 0.17, 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
LSGGX vs. LSIIX - Dividend Comparison
LSGGX's dividend yield for the trailing twelve months is around 0.36%, less than LSIIX's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGGX Loomis Sayles Global Growth Fund | 0.36% | 0.30% | 0.00% | 0.00% | 7.77% | 7.38% | 6.15% | 5.74% | 4.78% | 3.44% | 0.00% | 0.00% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 2.97% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
Drawdowns
LSGGX vs. LSIIX - Drawdown Comparison
The maximum LSGGX drawdown since its inception was -37.72%, which is greater than LSIIX's maximum drawdown of -20.77%. Use the drawdown chart below to compare losses from any high point for LSGGX and LSIIX.
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Drawdown Indicators
| LSGGX | LSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.72% | -20.77% | -16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -21.08% | -3.23% | -17.85% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -15.62% | -22.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.62% | — |
Current DrawdownCurrent decline from peak | -20.92% | -2.89% | -18.03% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -2.42% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.93% | 0.98% | +6.95% |
Volatility
LSGGX vs. LSIIX - Volatility Comparison
Loomis Sayles Global Growth Fund (LSGGX) has a higher volatility of 5.66% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.36%. This indicates that LSGGX's price experiences larger fluctuations and is considered to be riskier than LSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSGGX | LSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 1.36% | +4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 2.75% | +10.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.95% | 4.75% | +19.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.87% | 5.23% | +16.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 4.51% | +16.06% |