LSGRX vs. SPY
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and SPDR S&P 500 ETF (SPY).
LSGRX is managed by Natixis Funds. It was launched on May 16, 1991. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGRX or SPY.
Key characteristics
| LSGRX | SPY | |
|---|---|---|
| YTD Return | 11.49% | 11.74% |
| 1Y Return | 32.67% | 28.12% |
| 3Y Return (Ann) | 10.91% | 10.36% |
| 5Y Return (Ann) | 16.19% | 14.97% |
| 10Y Return (Ann) | 15.48% | 12.97% |
| Sharpe Ratio | 2.18 | 2.56 |
| Daily Std Dev | 16.03% | 11.48% |
| Max Drawdown | -82.01% | -55.19% |
| Current Drawdown | -1.41% | -0.06% |
Correlation
The correlation between LSGRX and SPY is 0.87, 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.
Performance
LSGRX vs. SPY - Performance Comparison
The year-to-date returns for both investments are quite close, with LSGRX having a 11.49% return and SPY slightly higher at 11.74%. Over the past 10 years, LSGRX has outperformed SPY with an annualized return of 15.48%, while SPY has yielded a comparatively lower 12.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LSGRX vs. SPY - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LSGRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
LSGRX vs. SPY - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 5.40%, more than SPY's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 5.40% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% | 0.68% | 0.30% |
SPY SPDR S&P 500 ETF | 1.27% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
LSGRX vs. SPY - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -82.01%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LSGRX and SPY. For additional features, visit the drawdowns tool.
Volatility
LSGRX vs. SPY - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 4.63% compared to SPDR S&P 500 ETF (SPY) at 3.37%. This indicates that LSGRX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.