LSHIX vs. LSIOX
Compare and contrast key facts about Loomis Sayles Institutional High Income Fund (LSHIX) and Loomis Sayles High Income Opps Fund (LSIOX).
LSHIX is managed by Loomis Sayles Funds. It was launched on Jun 5, 1996. LSIOX is managed by Loomis Sayles Funds. It was launched on Apr 12, 2004.
Performance
LSHIX vs. LSIOX - Performance Comparison
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LSHIX vs. LSIOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSHIX Loomis Sayles Institutional High Income Fund | -1.05% | 9.25% | 9.43% | 10.00% | -11.68% | 8.23% | 3.46% | 10.55% | -3.55% | 8.41% |
LSIOX Loomis Sayles High Income Opps Fund | -0.85% | 9.31% | 9.95% | 10.81% | -12.85% | 4.32% | 9.25% | 13.01% | -2.08% | 8.40% |
Returns By Period
In the year-to-date period, LSHIX achieves a -1.05% return, which is significantly lower than LSIOX's -0.85% return. Over the past 10 years, LSHIX has underperformed LSIOX with an annualized return of 5.61%, while LSIOX has yielded a comparatively higher 5.93% annualized return.
LSHIX
- 1D
- 0.18%
- 1M
- -1.91%
- YTD
- -1.05%
- 6M
- -0.02%
- 1Y
- 6.75%
- 3Y*
- 8.36%
- 5Y*
- 3.96%
- 10Y*
- 5.61%
LSIOX
- 1D
- -0.34%
- 1M
- -1.71%
- YTD
- -0.85%
- 6M
- 0.45%
- 1Y
- 7.08%
- 3Y*
- 8.79%
- 5Y*
- 3.56%
- 10Y*
- 5.93%
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LSHIX vs. LSIOX - Expense Ratio Comparison
LSHIX has a 0.71% expense ratio, which is higher than LSIOX's 0.00% expense ratio.
Return for Risk
LSHIX vs. LSIOX — Risk / Return Rank
LSHIX
LSIOX
LSHIX vs. LSIOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Institutional High Income Fund (LSHIX) and Loomis Sayles High Income Opps Fund (LSIOX). 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.
| LSHIX | LSIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.82 | -0.25 |
Sortino ratioReturn per unit of downside risk | 2.08 | 2.42 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.45 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.66 | -0.32 |
Martin ratioReturn relative to average drawdown | 6.43 | 8.49 | -2.06 |
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
| LSHIX | LSIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.82 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.71 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 1.06 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 1.02 | -0.34 |
Correlation
The correlation between LSHIX and LSIOX is 0.85, 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.
Dividends
LSHIX vs. LSIOX - Dividend Comparison
LSHIX's dividend yield for the trailing twelve months is around 5.83%, less than LSIOX's 6.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSHIX Loomis Sayles Institutional High Income Fund | 5.83% | 5.77% | 7.72% | 6.28% | 4.96% | 6.09% | 5.14% | 6.75% | 7.52% | 5.97% | 6.06% | 10.99% |
LSIOX Loomis Sayles High Income Opps Fund | 6.71% | 6.39% | 7.34% | 7.31% | 7.32% | 9.02% | 5.58% | 5.62% | 7.50% | 5.64% | 6.03% | 6.18% |
Drawdowns
LSHIX vs. LSIOX - Drawdown Comparison
The maximum LSHIX drawdown since its inception was -40.26%, which is greater than LSIOX's maximum drawdown of -20.94%. Use the drawdown chart below to compare losses from any high point for LSHIX and LSIOX.
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Drawdown Indicators
| LSHIX | LSIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.26% | -20.94% | -19.32% |
Max Drawdown (1Y)Largest decline over 1 year | -3.91% | -3.61% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -17.13% | +1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -24.13% | -20.94% | -3.19% |
Current DrawdownCurrent decline from peak | -2.08% | -1.82% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -2.83% | -4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.83% | +0.16% |
Volatility
LSHIX vs. LSIOX - Volatility Comparison
Loomis Sayles Institutional High Income Fund (LSHIX) has a higher volatility of 1.31% compared to Loomis Sayles High Income Opps Fund (LSIOX) at 1.04%. This indicates that LSHIX's price experiences larger fluctuations and is considered to be riskier than LSIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSHIX | LSIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 1.04% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 2.11% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.10% | 4.63% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.38% | 5.26% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.16% | 5.72% | +0.44% |