LSIGX vs. LSBDX
Compare and contrast key facts about Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) and Loomis Sayles Bond Fund (LSBDX).
LSIGX is managed by Loomis Sayles Funds. It was launched on Jul 1, 1994. LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991.
Performance
LSIGX vs. LSBDX - Performance Comparison
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LSIGX vs. LSBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSIGX Loomis Sayles Investment Grade Fixed Income Fund | -1.06% | 7.15% | 3.14% | 8.01% | -11.98% | 0.80% | 7.18% | 9.36% | -2.08% | 8.42% |
LSBDX Loomis Sayles Bond Fund | -1.54% | 8.67% | 6.70% | 8.05% | -12.50% | 3.23% | 2.14% | 11.72% | -2.87% | 7.47% |
Returns By Period
In the year-to-date period, LSIGX achieves a -1.06% return, which is significantly higher than LSBDX's -1.54% return. Over the past 10 years, LSIGX has underperformed LSBDX with an annualized return of 2.93%, while LSBDX has yielded a comparatively higher 3.45% annualized return.
LSIGX
- 1D
- 0.49%
- 1M
- -2.75%
- YTD
- -1.06%
- 6M
- -0.10%
- 1Y
- 3.42%
- 3Y*
- 4.47%
- 5Y*
- 1.44%
- 10Y*
- 2.93%
LSBDX
- 1D
- 0.34%
- 1M
- -2.92%
- YTD
- -1.54%
- 6M
- -0.05%
- 1Y
- 4.54%
- 3Y*
- 6.19%
- 5Y*
- 2.44%
- 10Y*
- 3.45%
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LSIGX vs. LSBDX - Expense Ratio Comparison
LSIGX has a 0.52% expense ratio, which is lower than LSBDX's 0.67% expense ratio.
Return for Risk
LSIGX vs. LSBDX — Risk / Return Rank
LSIGX
LSBDX
LSIGX vs. LSBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) and Loomis Sayles Bond Fund (LSBDX). 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.
| LSIGX | LSBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.57 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.13 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.90 | -0.23 |
Martin ratioReturn relative to average drawdown | 5.89 | 9.13 | -3.24 |
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
| LSIGX | LSBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.57 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.51 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.72 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 1.41 | -0.26 |
Correlation
The correlation between LSIGX and LSBDX 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.
Dividends
LSIGX vs. LSBDX - Dividend Comparison
LSIGX's dividend yield for the trailing twelve months is around 4.61%, more than LSBDX's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIGX Loomis Sayles Investment Grade Fixed Income Fund | 4.61% | 4.76% | 4.69% | 4.06% | 4.14% | 5.95% | 6.24% | 2.59% | 3.42% | 4.27% | 4.32% | 3.81% |
LSBDX Loomis Sayles Bond Fund | 3.90% | 4.15% | 5.51% | 5.09% | 5.13% | 2.88% | 3.83% | 3.97% | 3.78% | 5.86% | 3.13% | 7.37% |
Drawdowns
LSIGX vs. LSBDX - Drawdown Comparison
The maximum LSIGX drawdown since its inception was -20.94%, smaller than the maximum LSBDX drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for LSIGX and LSBDX.
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Drawdown Indicators
| LSIGX | LSBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.94% | -30.58% | +9.64% |
Max Drawdown (1Y)Largest decline over 1 year | -3.35% | -3.25% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -15.98% | -16.60% | +0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -15.98% | -16.60% | +0.62% |
Current DrawdownCurrent decline from peak | -2.75% | -2.92% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -2.40% | -2.80% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.68% | +0.27% |
Volatility
LSIGX vs. LSBDX - Volatility Comparison
Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) and Loomis Sayles Bond Fund (LSBDX) have volatilities of 1.47% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSIGX | LSBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 1.42% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.20% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.66% | 3.87% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.22% | 4.97% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 4.89% | -0.22% |