LSGRX vs. MRFOX
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Marshfield Concentrated Opportunity Fund (MRFOX).
LSGRX is managed by Natixis. It was launched on May 16, 1991. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
LSGRX vs. MRFOX - Performance Comparison
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LSGRX vs. MRFOX - 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% |
MRFOX Marshfield Concentrated Opportunity Fund | -4.08% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, LSGRX achieves a -14.81% return, which is significantly lower than MRFOX's -4.08% return. Both investments have delivered pretty close results over the past 10 years, with LSGRX having a 14.98% annualized return and MRFOX not far ahead at 15.18%.
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%
MRFOX
- 1D
- 0.67%
- 1M
- -5.13%
- YTD
- -4.08%
- 6M
- -4.60%
- 1Y
- 2.70%
- 3Y*
- 12.36%
- 5Y*
- 10.91%
- 10Y*
- 15.18%
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LSGRX vs. MRFOX - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is lower than MRFOX's 1.05% expense ratio.
Return for Risk
LSGRX vs. MRFOX — Risk / Return Rank
LSGRX
MRFOX
LSGRX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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 | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.31 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.54 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.28 | 0.31 | -0.59 |
Martin ratioReturn relative to average drawdown | -0.85 | 0.80 | -1.65 |
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 | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.31 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.91 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 1.07 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 1.05 | -0.63 |
Correlation
The correlation between LSGRX and MRFOX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LSGRX vs. MRFOX - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 2.60%, more than MRFOX's 1.69% 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% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.69% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
LSGRX vs. MRFOX - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -63.63%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for LSGRX and MRFOX.
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Drawdown Indicators
| LSGRX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.63% | -29.10% | -34.53% |
Max Drawdown (1Y)Largest decline over 1 year | -17.83% | -7.09% | -10.74% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -12.98% | -21.71% |
Max Drawdown (10Y)Largest decline over 10 years | -34.69% | -29.10% | -5.59% |
Current DrawdownCurrent decline from peak | -17.66% | -6.40% | -11.26% |
Average DrawdownAverage peak-to-trough decline | -18.01% | -2.37% | -15.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.78% | 2.75% | +5.03% |
Volatility
LSGRX vs. MRFOX - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 5.18% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.74%. This indicates that LSGRX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSGRX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 2.74% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 7.00% | +5.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.07% | 11.79% | +13.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 12.04% | +10.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.84% | 14.29% | +6.55% |