LSIIX vs. LGRCX
Compare and contrast key facts about Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Loomis Sayles Growth Fund Class C (LGRCX).
LSIIX is managed by Natixis. It was launched on Dec 31, 1996. LGRCX is managed by Natixis. It was launched on Feb 1, 2013.
Performance
LSIIX vs. LGRCX - Performance Comparison
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LSIIX vs. LGRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -1.33% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
LGRCX Loomis Sayles Growth Fund Class C | -15.04% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
Returns By Period
In the year-to-date period, LSIIX achieves a -1.33% return, which is significantly higher than LGRCX's -15.04% return. Over the past 10 years, LSIIX has underperformed LGRCX with an annualized return of 3.12%, while LGRCX has yielded a comparatively higher 13.85% annualized return.
LSIIX
- 1D
- 0.10%
- 1M
- -2.89%
- YTD
- -1.33%
- 6M
- -0.93%
- 1Y
- 1.92%
- 3Y*
- 3.71%
- 5Y*
- 0.80%
- 10Y*
- 3.12%
LGRCX
- 1D
- 0.20%
- 1M
- -9.41%
- YTD
- -15.04%
- 6M
- -15.02%
- 1Y
- 6.93%
- 3Y*
- 16.61%
- 5Y*
- 9.42%
- 10Y*
- 13.85%
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LSIIX vs. LGRCX - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is lower than LGRCX's 1.65% expense ratio.
Return for Risk
LSIIX vs. LGRCX — Risk / Return Rank
LSIIX
LGRCX
LSIIX vs. LGRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Loomis Sayles Growth Fund Class C (LGRCX). 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.
| LSIIX | LGRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.20 | +0.37 |
Sortino ratioReturn per unit of downside risk | 0.80 | 0.50 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.06 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | -0.24 | +1.56 |
Martin ratioReturn relative to average drawdown | 4.39 | -0.71 | +5.09 |
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
| LSIIX | LGRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.20 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.43 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.67 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.47 | +0.66 |
Correlation
The correlation between LSIIX and LGRCX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LSIIX vs. LGRCX - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 2.97%, less than LGRCX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 2.97% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
LGRCX Loomis Sayles Growth Fund Class C | 3.64% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
Drawdowns
LSIIX vs. LGRCX - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.77%, smaller than the maximum LGRCX drawdown of -58.53%. Use the drawdown chart below to compare losses from any high point for LSIIX and LGRCX.
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Drawdown Indicators
| LSIIX | LGRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.77% | -58.53% | +37.76% |
Max Drawdown (1Y)Largest decline over 1 year | -3.23% | -18.16% | +14.93% |
Max Drawdown (5Y)Largest decline over 5 years | -15.62% | -35.31% | +19.69% |
Max Drawdown (10Y)Largest decline over 10 years | -15.62% | -35.31% | +19.69% |
Current DrawdownCurrent decline from peak | -2.89% | -17.99% | +15.10% |
Average DrawdownAverage peak-to-trough decline | -2.42% | -11.13% | +8.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 8.00% | -7.02% |
Volatility
LSIIX vs. LGRCX - Volatility Comparison
The current volatility for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) is 1.36%, while Loomis Sayles Growth Fund Class C (LGRCX) has a volatility of 5.24%. This indicates that LSIIX experiences smaller price fluctuations and is considered to be less risky than LGRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSIIX | LGRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 5.24% | -3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 2.75% | 12.41% | -9.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.75% | 25.05% | -20.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 23.00% | -17.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.51% | 21.07% | -16.56% |