LSGRX vs. LSIIX
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX).
LSGRX is managed by Natixis. It was launched on May 16, 1991. LSIIX is managed by Natixis. It was launched on Dec 31, 1996.
Performance
LSGRX vs. LSIIX - Performance Comparison
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LSGRX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | -14.81% | 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 | -1.33% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
Returns By Period
In the year-to-date period, LSGRX achieves a -14.81% return, which is significantly lower than LSIIX's -1.33% return. Over the past 10 years, LSGRX has outperformed LSIIX with an annualized return of 14.98%, while LSIIX has yielded a comparatively lower 3.12% annualized return.
LSGRX
- 1D
- 0.21%
- 1M
- -9.29%
- YTD
- -14.81%
- 6M
- -14.59%
- 1Y
- 8.00%
- 3Y*
- 17.83%
- 5Y*
- 10.57%
- 10Y*
- 14.98%
LSIIX
- 1D
- 0.10%
- 1M
- -2.89%
- YTD
- -1.33%
- 6M
- -0.93%
- 1Y
- 1.92%
- 3Y*
- 3.71%
- 5Y*
- 0.80%
- 10Y*
- 3.12%
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LSGRX vs. LSIIX - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than LSIIX's 0.54% expense ratio.
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.
| LSGRX | LSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.57 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.80 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.28 | 1.33 | -1.61 |
Martin ratioReturn relative to average drawdown | -0.85 | 4.39 | -5.24 |
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
| LSGRX | LSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.57 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.16 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.71 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 1.14 | -0.71 |
Correlation
The correlation between LSGRX and LSIIX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LSGRX vs. LSIIX - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 2.60%, less than LSIIX's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 2.60% | 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 | 2.97% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
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% | -3.23% | -14.60% |
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 | -17.66% | -2.89% | -14.77% |
Average DrawdownAverage peak-to-trough decline | -18.01% | -2.42% | -15.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.78% | 0.98% | +6.80% |
Volatility
LSGRX vs. LSIIX - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 5.18% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.36%. 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 | 5.18% | 1.36% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 2.75% | +9.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.07% | 4.75% | +20.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 5.23% | +17.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.84% | 4.51% | +16.33% |