LSGGX vs. MFWIX
Compare and contrast key facts about Loomis Sayles Global Growth Fund (LSGGX) and MFS Global Total Return Fund Class I (MFWIX).
LSGGX is managed by Natixis. It was launched on Mar 30, 2016. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
LSGGX vs. MFWIX - Performance Comparison
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LSGGX vs. MFWIX - 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% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, LSGGX achieves a -16.35% return, which is significantly lower than MFWIX's -0.47% return.
LSGGX
- 1D
- 0.20%
- 1M
- -9.84%
- YTD
- -16.35%
- 6M
- -18.90%
- 1Y
- 1.75%
- 3Y*
- 11.82%
- 5Y*
- 4.56%
- 10Y*
- —
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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LSGGX vs. MFWIX - Expense Ratio Comparison
LSGGX has a 0.95% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
LSGGX vs. MFWIX — Risk / Return Rank
LSGGX
MFWIX
LSGGX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Global Growth Fund (LSGGX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.08 | 1.29 | -1.37 |
Sortino ratioReturn per unit of downside risk | 0.06 | 1.77 | -1.72 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.30 | 1.59 | -1.89 |
Martin ratioReturn relative to average drawdown | -0.84 | 6.26 | -7.10 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.08 | 1.29 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.52 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.71 | -0.12 |
Correlation
The correlation between LSGGX and MFWIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LSGGX vs. MFWIX - Dividend Comparison
LSGGX's dividend yield for the trailing twelve months is around 0.36%, less than MFWIX's 8.81% 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% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
LSGGX vs. MFWIX - Drawdown Comparison
The maximum LSGGX drawdown since its inception was -37.72%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for LSGGX and MFWIX.
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Drawdown Indicators
| LSGGX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.72% | -33.01% | -4.71% |
Max Drawdown (1Y)Largest decline over 1 year | -21.08% | -6.85% | -14.23% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -20.22% | -17.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.36% | — |
Current DrawdownCurrent decline from peak | -20.92% | -6.50% | -14.42% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -3.83% | -3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.93% | 1.74% | +6.19% |
Volatility
LSGGX vs. MFWIX - Volatility Comparison
Loomis Sayles Global Growth Fund (LSGGX) has a higher volatility of 5.66% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that LSGGX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSGGX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 3.04% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 5.25% | +7.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.95% | 8.85% | +15.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.87% | 9.09% | +12.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 9.60% | +10.97% |