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LSGR vs. TGRT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LSGR vs. TGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Natixis Loomis Sayles Focused Growth ETF (LSGR) and T. Rowe Price Growth ETF (TGRT). The values are adjusted to include any dividend payments, if applicable.

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LSGR vs. TGRT - Yearly Performance Comparison


2026 (YTD)202520242023
LSGR
Natixis Loomis Sayles Focused Growth ETF
-12.00%15.32%38.52%12.34%
TGRT
T. Rowe Price Growth ETF
-11.16%16.94%32.85%13.63%

Returns By Period

In the year-to-date period, LSGR achieves a -12.00% return, which is significantly lower than TGRT's -11.16% return.


LSGR

1D
3.88%
1M
-5.92%
YTD
-12.00%
6M
-11.31%
1Y
13.55%
3Y*
5Y*
10Y*

TGRT

1D
4.02%
1M
-5.69%
YTD
-11.16%
6M
-9.85%
1Y
14.70%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LSGR vs. TGRT - Expense Ratio Comparison

LSGR has a 0.59% expense ratio, which is higher than TGRT's 0.38% expense ratio.


Return for Risk

LSGR vs. TGRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LSGR
LSGR Risk / Return Rank: 3333
Overall Rank
LSGR Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
LSGR Sortino Ratio Rank: 3737
Sortino Ratio Rank
LSGR Omega Ratio Rank: 3636
Omega Ratio Rank
LSGR Calmar Ratio Rank: 3030
Calmar Ratio Rank
LSGR Martin Ratio Rank: 3030
Martin Ratio Rank

TGRT
TGRT Risk / Return Rank: 3636
Overall Rank
TGRT Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
TGRT Sortino Ratio Rank: 3939
Sortino Ratio Rank
TGRT Omega Ratio Rank: 3939
Omega Ratio Rank
TGRT Calmar Ratio Rank: 3333
Calmar Ratio Rank
TGRT Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LSGR vs. TGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Natixis Loomis Sayles Focused Growth ETF (LSGR) and T. Rowe Price Growth ETF (TGRT). 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.


LSGRTGRTDifference

Sharpe ratio

Return per unit of total volatility

0.60

0.65

-0.05

Sortino ratio

Return per unit of downside risk

1.03

1.09

-0.06

Omega ratio

Gain probability vs. loss probability

1.14

1.15

-0.01

Calmar ratio

Return relative to maximum drawdown

0.72

0.81

-0.10

Martin ratio

Return relative to average drawdown

2.48

2.78

-0.30

LSGR vs. TGRT - Sharpe Ratio Comparison

The current LSGR Sharpe Ratio is 0.60, which is comparable to the TGRT Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of LSGR and TGRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LSGRTGRTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

0.65

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.88

0.90

-0.01

Correlation

The correlation between LSGR and TGRT is 0.94, 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

LSGR vs. TGRT - Dividend Comparison

LSGR's dividend yield for the trailing twelve months is around 0.05%, less than TGRT's 0.09% yield.


TTM202520242023
LSGR
Natixis Loomis Sayles Focused Growth ETF
0.05%0.05%0.08%0.03%
TGRT
T. Rowe Price Growth ETF
0.09%0.08%0.09%0.06%

Drawdowns

LSGR vs. TGRT - Drawdown Comparison

The maximum LSGR drawdown since its inception was -22.92%, roughly equal to the maximum TGRT drawdown of -22.04%. Use the drawdown chart below to compare losses from any high point for LSGR and TGRT.


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Drawdown Indicators


LSGRTGRTDifference

Max Drawdown

Largest peak-to-trough decline

-22.92%

-22.04%

-0.88%

Max Drawdown (1Y)

Largest decline over 1 year

-18.13%

-17.89%

-0.24%

Current Drawdown

Current decline from peak

-14.78%

-14.59%

-0.19%

Average Drawdown

Average peak-to-trough decline

-3.81%

-3.24%

-0.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.24%

5.23%

+0.01%

Volatility

LSGR vs. TGRT - Volatility Comparison

Natixis Loomis Sayles Focused Growth ETF (LSGR) and T. Rowe Price Growth ETF (TGRT) have volatilities of 7.03% and 7.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LSGRTGRTDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.03%

7.39%

-0.36%

Volatility (6M)

Calculated over the trailing 6-month period

12.66%

13.06%

-0.40%

Volatility (1Y)

Calculated over the trailing 1-year period

22.74%

22.67%

+0.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.60%

19.31%

+1.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.60%

19.31%

+1.29%