Correlation
The correlation between LSGGX and VGRO.TO is 0.88, 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.
LSGGX vs. VGRO.TO
Compare and contrast key facts about Loomis Sayles Global Growth Fund (LSGGX) and Vanguard Growth ETF Portfolio (VGRO.TO).
LSGGX is managed by Natixis Funds. It was launched on Mar 30, 2016. VGRO.TO is an actively managed fund by Vanguard. It was launched on Jan 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGGX or VGRO.TO.
Performance
LSGGX vs. VGRO.TO - Performance Comparison
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Key characteristics
LSGGX:
1.08
VGRO.TO:
1.04
LSGGX:
1.48
VGRO.TO:
1.47
LSGGX:
1.20
VGRO.TO:
1.22
LSGGX:
1.01
VGRO.TO:
1.07
LSGGX:
3.72
VGRO.TO:
4.54
LSGGX:
6.02%
VGRO.TO:
2.95%
LSGGX:
23.08%
VGRO.TO:
12.81%
LSGGX:
-37.71%
VGRO.TO:
-25.36%
LSGGX:
-2.61%
VGRO.TO:
-1.78%
Returns By Period
In the year-to-date period, LSGGX achieves a 7.07% return, which is significantly higher than VGRO.TO's 2.08% return.
LSGGX
7.07%
7.48%
5.61%
24.16%
19.73%
13.24%
N/A
VGRO.TO
2.08%
3.84%
-0.09%
12.87%
11.22%
10.38%
N/A
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LSGGX vs. VGRO.TO - Expense Ratio Comparison
LSGGX has a 0.95% expense ratio, which is higher than VGRO.TO's 0.24% expense ratio.
Risk-Adjusted Performance
LSGGX vs. VGRO.TO — Risk-Adjusted Performance Rank
LSGGX
VGRO.TO
LSGGX vs. VGRO.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Global Growth Fund (LSGGX) and Vanguard Growth ETF Portfolio (VGRO.TO). 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.
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Dividends
LSGGX vs. VGRO.TO - Dividend Comparison
LSGGX has not paid dividends to shareholders, while VGRO.TO's dividend yield for the trailing twelve months is around 1.87%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGGX Loomis Sayles Global Growth Fund | 0.00% | 0.00% | 0.00% | 7.78% | 7.39% | 6.15% | 5.75% | 4.78% | 3.44% | 2.50% |
VGRO.TO Vanguard Growth ETF Portfolio | 1.87% | 2.02% | 2.15% | 2.16% | 1.81% | 1.78% | 2.19% | 2.10% | 0.00% | 0.00% |
Drawdowns
LSGGX vs. VGRO.TO - Drawdown Comparison
The maximum LSGGX drawdown since its inception was -37.71%, which is greater than VGRO.TO's maximum drawdown of -25.36%. Use the drawdown chart below to compare losses from any high point for LSGGX and VGRO.TO.
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Volatility
LSGGX vs. VGRO.TO - Volatility Comparison
Loomis Sayles Global Growth Fund (LSGGX) has a higher volatility of 5.28% compared to Vanguard Growth ETF Portfolio (VGRO.TO) at 3.05%. This indicates that LSGGX's price experiences larger fluctuations and is considered to be riskier than VGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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