LSHIX vs. LSSIX
Compare and contrast key facts about Loomis Sayles Institutional High Income Fund (LSHIX) and Loomis Sayles Small Cap Growth Fund (LSSIX).
LSHIX is managed by Loomis Sayles Funds. It was launched on Jun 5, 1996. LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996.
Performance
LSHIX vs. LSSIX - Performance Comparison
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LSHIX vs. LSSIX - 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% |
LSSIX Loomis Sayles Small Cap Growth Fund | -3.32% | 3.57% | 14.94% | 11.92% | -22.93% | 9.91% | 34.15% | 26.59% | 0.18% | 26.85% |
Returns By Period
In the year-to-date period, LSHIX achieves a -1.05% return, which is significantly higher than LSSIX's -3.32% return. Over the past 10 years, LSHIX has underperformed LSSIX with an annualized return of 5.61%, while LSSIX has yielded a comparatively higher 10.01% 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%
LSSIX
- 1D
- -1.74%
- 1M
- -9.12%
- YTD
- -3.32%
- 6M
- -2.91%
- 1Y
- 12.25%
- 3Y*
- 7.26%
- 5Y*
- 1.17%
- 10Y*
- 10.01%
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LSHIX vs. LSSIX - Expense Ratio Comparison
LSHIX has a 0.71% expense ratio, which is lower than LSSIX's 0.92% expense ratio.
Return for Risk
LSHIX vs. LSSIX — Risk / Return Rank
LSHIX
LSSIX
LSHIX vs. LSSIX - 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 Growth Fund (LSSIX). 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 | LSSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 0.44 | +1.13 |
Sortino ratioReturn per unit of downside risk | 2.08 | 0.83 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.11 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | -0.09 | +1.43 |
Martin ratioReturn relative to average drawdown | 6.43 | -0.29 | +6.72 |
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 | LSSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 0.44 | +1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.05 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.45 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.28 | +0.40 |
Correlation
The correlation between LSHIX and LSSIX is 0.51, 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
LSHIX vs. LSSIX - Dividend Comparison
LSHIX's dividend yield for the trailing twelve months is around 5.83%, less than LSSIX's 7.89% 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% |
LSSIX Loomis Sayles Small Cap Growth Fund | 7.89% | 7.62% | 3.64% | 2.34% | 3.02% | 20.23% | 1.76% | 8.86% | 11.30% | 12.61% | 0.00% | 7.91% |
Drawdowns
LSHIX vs. LSSIX - Drawdown Comparison
The maximum LSHIX drawdown since its inception was -40.26%, smaller than the maximum LSSIX drawdown of -83.41%. Use the drawdown chart below to compare losses from any high point for LSHIX and LSSIX.
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Drawdown Indicators
| LSHIX | LSSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.26% | -83.41% | +43.15% |
Max Drawdown (1Y)Largest decline over 1 year | -3.91% | -13.96% | +10.05% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -37.42% | +22.24% |
Max Drawdown (10Y)Largest decline over 10 years | -24.13% | -38.52% | +14.39% |
Current DrawdownCurrent decline from peak | -2.08% | -10.77% | +8.69% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -34.70% | +27.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 7.32% | -6.33% |
Volatility
LSHIX vs. LSSIX - Volatility Comparison
The current volatility for Loomis Sayles Institutional High Income Fund (LSHIX) is 1.31%, while Loomis Sayles Small Cap Growth Fund (LSSIX) has a volatility of 7.42%. This indicates that LSHIX experiences smaller price fluctuations and is considered to be less risky than LSSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSHIX | LSSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 7.42% | -6.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 14.10% | -11.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.10% | 26.08% | -20.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.38% | 22.27% | -16.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.16% | 22.67% | -16.51% |