LSGRX vs. IWY

In the year-to-date period, LSGRX achieves a 1.76% return, which is significantly higher than IWY's 0.43% return. Over the past 10 years, LSGRX has underperformed IWY with an annualized return of 11.00%, while IWY has yielded a comparatively higher 17.40% annualized return.

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LSGRX has a 0.64% expense ratio, which is higher than IWY's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and iShares Russell Top 200 Growth ETF (IWY). 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.

The current LSGRX Sharpe Ratio is 1.10, which is comparable to the IWY Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of LSGRX and IWY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LSGRX has not paid dividends to shareholders, while IWY's dividend yield for the trailing twelve months is around 0.42%.

The maximum LSGRX drawdown since its inception was -82.01%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for LSGRX and IWY. For additional features, visit the drawdowns tool.

The current volatility for Loomis Sayles Growth Fund (LSGRX) is 5.00%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.39%. This indicates that LSGRX experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.