LSIIX vs. BND
Compare and contrast key facts about Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Vanguard Total Bond Market ETF (BND).
LSIIX is managed by Natixis Investment Managers. It was launched on Dec 31, 1996. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSIIX or BND.
Correlation
The correlation between LSIIX and BND is 0.65, 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.
Performance
LSIIX vs. BND - Performance Comparison
Key characteristics
LSIIX:
1.07
BND:
0.85
LSIIX:
1.55
BND:
1.24
LSIIX:
1.18
BND:
1.15
LSIIX:
0.44
BND:
0.32
LSIIX:
2.80
BND:
2.11
LSIIX:
1.92%
BND:
2.08%
LSIIX:
5.05%
BND:
5.17%
LSIIX:
-20.76%
BND:
-18.84%
LSIIX:
-6.11%
BND:
-8.37%
Returns By Period
In the year-to-date period, LSIIX achieves a 1.21% return, which is significantly higher than BND's 1.08% return. Over the past 10 years, LSIIX has underperformed BND with an annualized return of 1.22%, while BND has yielded a comparatively higher 1.34% annualized return.
LSIIX
1.21%
0.89%
-0.44%
5.49%
0.21%
1.22%
BND
1.08%
0.73%
-0.82%
4.54%
-0.67%
1.34%
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LSIIX vs. BND - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
LSIIX vs. BND — Risk-Adjusted Performance Rank
LSIIX
BND
LSIIX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Vanguard Total Bond Market ETF (BND). 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
LSIIX vs. BND - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.85%, more than BND's 3.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.85% | 4.88% | 4.27% | 3.18% | 2.62% | 3.00% | 3.47% | 1.70% | 2.97% | 2.67% | 2.54% | 4.39% |
BND Vanguard Total Bond Market ETF | 3.67% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
LSIIX vs. BND - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.76%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for LSIIX and BND. For additional features, visit the drawdowns tool.
Volatility
LSIIX vs. BND - Volatility Comparison
Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Vanguard Total Bond Market ETF (BND) have volatilities of 1.34% and 1.34%, 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.