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.
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
Key characteristics
LSGRX:
1.52
SPY:
2.12
LSGRX:
1.91
SPY:
2.83
LSGRX:
1.30
SPY:
1.40
LSGRX:
1.44
SPY:
3.15
LSGRX:
8.91
SPY:
13.87
LSGRX:
3.27%
SPY:
1.91%
LSGRX:
19.21%
SPY:
12.51%
LSGRX:
-82.01%
SPY:
-55.19%
LSGRX:
-7.93%
SPY:
-1.78%
Returns By Period
In the year-to-date period, LSGRX achieves a 29.92% return, which is significantly higher than SPY's 26.79% return. Over the past 10 years, LSGRX has underperformed SPY with an annualized return of 11.37%, while SPY has yielded a comparatively higher 13.08% annualized return.
LSGRX
29.92%
-1.66%
11.00%
29.25%
10.37%
11.37%
SPY
26.79%
-0.30%
10.04%
26.42%
14.75%
13.08%
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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 has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.50% | 0.66% | 0.53% | 0.57% | 0.54% | 0.68% | 0.29% |
SPY SPDR S&P 500 ETF | 1.19% | 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 10.47% compared to SPDR S&P 500 ETF (SPY) at 4.07%. 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.