LSGRX vs. LSIIX
LSGRX (Loomis Sayles Growth Fund) and LSIIX (Loomis Sayles Investment Grade Bond Fund Class Y) are both mutual funds - LSGRX is a Large Cap Growth Equities fund managed by Natixis, while LSIIX is a Total Bond Market fund managed by Natixis. Over the past 10 years, LSGRX returned 15.08%/yr vs 2.81%/yr for LSIIX. Their 0.11 correlation means their historical movements had little consistent relationship. LSGRX charges 0.64%/yr vs 0.54%/yr for LSIIX.
Performance
LSGRX vs. LSIIX - Performance Comparison
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Returns By Period
In the year-to-date period, LSGRX achieves a -6.38% return, which is significantly lower than LSIIX's -0.64% return. Over the past 10 years, LSGRX has outperformed LSIIX with an annualized return of 15.08%, while LSIIX has yielded a comparatively lower 2.81% annualized return.
LSGRX
- 1D
- 0.97%
- 1M
- -2.45%
- 6M
- -5.84%
- YTD
- -6.38%
- 1Y
- -1.65%
- 3Y*
- 14.79%
- 5Y*
- 10.02%
- 10Y*
- 15.08%
- ALL TIME*
- 9.13%
LSIIX
- 1D
- 0.10%
- 1M
- -1.12%
- 6M
- -1.03%
- YTD
- -0.64%
- 1Y
- 1.58%
- 3Y*
- 4.07%
- 5Y*
- 0.47%
- 10Y*
- 2.81%
- ALL TIME*
- 5.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LSGRX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | -6.38% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -0.64% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
Correlation
The correlation between LSGRX and LSIIX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | 0.11 |
Over the past year, LSGRX and LSIIX have become more correlated (0.38) than their long-term average of 0.11, meaning their price movements have been converging.
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Return for Risk
LSGRX vs. LSIIX — Risk / Return Rank
LSGRX
LSIIX
LSGRX vs. LSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LSGRX | LSIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.08 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 0.62 | -0.74 |
| Martin ratioReturn relative to average drawdown | -0.32 | 1.52 | -1.83 |
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Drawdowns
LSGRX vs. LSIIX - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -63.63%, which is greater than LSIIX's maximum drawdown of -20.77%. Use the drawdown chart below to compare losses from any high point for LSGRX and LSIIX.
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Drawdown Indicators
| LSGRX | LSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.63% | -20.77% | -42.86% |
Max Drawdown (1Y)Largest decline over 1 year | -17.83% | -2.99% | -14.84% |
Max Drawdown (3Y)Largest decline over 3 years | -27.33% | -4.62% | -22.71% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -15.62% | -19.07% |
Max Drawdown (10Y)Largest decline over 10 years | -34.69% | -15.62% | -19.07% |
Current DrawdownCurrent decline from peak | -9.51% | -2.21% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -17.91% | -2.41% | -15.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.33% | 1.14% | +5.19% |
Volatility
LSGRX vs. LSIIX - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 5.34% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 0.84%. This indicates that LSGRX'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
| LSGRX | LSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 0.84% | +4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 2.84% | +10.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 3.89% | +14.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.90% | 5.31% | +17.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 4.49% | +16.49% |
LSGRX vs. LSIIX - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than LSIIX's 0.54% expense ratio.
Dividends
LSGRX vs. LSIIX - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 2.37%, less than LSIIX's 4.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 2.37% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.04% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
Frequently Asked Questions
LSGRX and LSIIX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSGRX has higher volatility (5.34%) compared to LSIIX (0.84%). In terms of maximum drawdown, LSGRX dropped -63.63% vs LSIIX's -20.77%.
LSIIX currently has the higher Sharpe Ratio (0.47 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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