LSHIX vs. LSSCX
LSHIX (Loomis Sayles Institutional High Income Fund) and LSSCX (Loomis Sayles Small Cap Value Fund) are both mutual funds - LSHIX is a High Yield Bonds fund managed by Loomis Sayles, while LSSCX is a Small Cap Blend Equities fund managed by Loomis Sayles. Over the past 10 years, LSHIX returned 4.93%/yr vs 9.82%/yr for LSSCX. Their 0.53 correlation means they have sometimes moved together and sometimes differently. LSHIX charges 0.71%/yr vs 0.90%/yr for LSSCX.
Performance
LSHIX vs. LSSCX - Performance Comparison
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Returns By Period
In the year-to-date period, LSHIX achieves a 2.10% return, which is significantly lower than LSSCX's 20.28% return. Over the past 10 years, LSHIX has underperformed LSSCX with an annualized return of 4.93%, while LSSCX has yielded a comparatively higher 9.82% annualized return.
LSHIX
- 1D
- 0.17%
- 1M
- -0.17%
- 6M
- 1.21%
- YTD
- 2.10%
- 1Y
- 5.99%
- 3Y*
- 8.49%
- 5Y*
- 3.73%
- 10Y*
- 4.93%
- ALL TIME*
- 5.69%
LSSCX
- 1D
- 0.17%
- 1M
- 0.12%
- 6M
- 12.59%
- YTD
- 20.28%
- 1Y
- 24.55%
- 3Y*
- 13.18%
- 5Y*
- 9.67%
- 10Y*
- 9.82%
- ALL TIME*
- 11.40%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LSHIX vs. LSSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSHIX Loomis Sayles Institutional High Income Fund | 2.10% | 9.25% | 9.43% | 10.00% | -11.68% | 8.23% | 3.46% | 10.55% | -3.55% | 8.41% |
LSSCX Loomis Sayles Small Cap Value Fund | 20.28% | 5.31% | 10.89% | 19.39% | -11.52% | 29.03% | 2.29% | 25.06% | -16.81% | 10.01% |
Correlation
The correlation between LSHIX and LSSCX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 1996 | 0.53 |
The correlation between LSHIX and LSSCX has been stable across timeframes, ranging from 0.53 to 0.61 - a consistent structural relationship.
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Return for Risk
LSHIX vs. LSSCX — Risk / Return Rank
LSHIX
LSSCX
LSHIX vs. LSSCX - 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 Small Cap Value Fund (LSSCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LSHIX | LSSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.28 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 2.85 | +0.16 |
| Martin ratioReturn relative to average drawdown | 14.05 | 8.90 | +5.15 |
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Drawdowns
LSHIX vs. LSSCX - Drawdown Comparison
The maximum LSHIX drawdown since its inception was -40.26%, smaller than the maximum LSSCX drawdown of -54.28%. Use the drawdown chart below to compare losses from any high point for LSHIX and LSSCX.
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Drawdown Indicators
| LSHIX | LSSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.26% | -54.28% | +14.02% |
Max Drawdown (1Y)Largest decline over 1 year | -2.25% | -9.89% | +7.64% |
Max Drawdown (3Y)Largest decline over 3 years | -4.75% | -25.10% | +20.35% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -25.10% | +9.92% |
Max Drawdown (10Y)Largest decline over 10 years | -24.13% | -44.65% | +20.52% |
Current DrawdownCurrent decline from peak | -0.34% | -1.67% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -7.55% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.45% | 2.97% | -2.52% |
Volatility
LSHIX vs. LSSCX - Volatility Comparison
The current volatility for Loomis Sayles Institutional High Income Fund (LSHIX) is 0.63%, while Loomis Sayles Small Cap Value Fund (LSSCX) has a volatility of 3.31%. This indicates that LSHIX experiences smaller price fluctuations and is considered to be less risky than LSSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSHIX | LSSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 3.31% | -2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 11.78% | -9.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.35% | 17.19% | -13.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.40% | 20.78% | -15.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.06% | 22.34% | -16.28% |
LSHIX vs. LSSCX - Expense Ratio Comparison
LSHIX has a 0.71% expense ratio, which is lower than LSSCX's 0.90% expense ratio.
Dividends
LSHIX vs. LSSCX - Dividend Comparison
LSHIX's dividend yield for the trailing twelve months is around 5.65%, less than LSSCX's 14.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSHIX Loomis Sayles Institutional High Income Fund | 5.65% | 5.77% | 7.72% | 6.28% | 4.96% | 6.09% | 5.14% | 6.75% | 7.52% | 5.97% | 6.06% | 10.99% |
LSSCX Loomis Sayles Small Cap Value Fund | 14.55% | 17.50% | 10.71% | 20.30% | 12.74% | 19.01% | 8.04% | 8.65% | 17.43% | 12.58% | 8.27% | 11.35% |
Frequently Asked Questions
LSHIX and LSSCX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSSCX has higher volatility (3.31%) compared to LSHIX (0.63%). In terms of maximum drawdown, LSHIX dropped -40.26% vs LSSCX's -54.28%.
LSHIX currently has the higher Sharpe Ratio (2.03 vs 1.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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