LSIIX vs. LGRCX
LSIIX (Loomis Sayles Investment Grade Bond Fund Class Y) and LGRCX (Loomis Sayles Growth Fund Class C) are both mutual funds - LSIIX is a Total Bond Market fund managed by Natixis, while LGRCX is a Large Cap Growth Equities fund managed by Natixis. Over the past 10 years, LSIIX returned 2.81%/yr vs 13.95%/yr for LGRCX. Their 0.15 correlation means their historical movements had little consistent relationship. LSIIX charges 0.54%/yr vs 1.65%/yr for LGRCX.
Performance
LSIIX vs. LGRCX - Performance Comparison
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Returns By Period
In the year-to-date period, LSIIX achieves a -0.64% return, which is significantly higher than LGRCX's -6.93% return. Over the past 10 years, LSIIX has underperformed LGRCX with an annualized return of 2.81%, while LGRCX has yielded a comparatively higher 13.95% annualized return.
LSIIX
- 1D
- 0.10%
- 1M
- -1.12%
- 6M
- -1.03%
- YTD
- -0.64%
- 1Y
- 1.58%
- 3Y*
- 4.07%
- 5Y*
- 0.47%
- 10Y*
- 2.81%
- ALL TIME*
- 5.86%
LGRCX
- 1D
- 0.96%
- 1M
- -2.51%
- 6M
- -6.34%
- YTD
- -6.93%
- 1Y
- -2.63%
- 3Y*
- 13.61%
- 5Y*
- 8.88%
- 10Y*
- 13.95%
- ALL TIME*
- 10.01%
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 |
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 | -0.64% | 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 | -6.93% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
Correlation
The correlation between LSIIX and LGRCX is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2003 | 0.15 |
Over the past year, LSIIX and LGRCX have become more correlated (0.39) than their long-term average of 0.15, meaning their price movements have been converging.
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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.
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.
| LSIIX | LGRCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 0.98 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | -0.18 | +0.80 |
| Martin ratioReturn relative to average drawdown | 1.52 | -0.46 | +1.98 |
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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 | -2.99% | -18.16% | +15.17% |
Max Drawdown (3Y)Largest decline over 3 years | -4.62% | -28.96% | +24.34% |
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 | -2.21% | -10.17% | +7.96% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -11.08% | +8.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 6.61% | -5.47% |
Volatility
LSIIX vs. LGRCX - Volatility Comparison
The current volatility for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) is 0.84%, while Loomis Sayles Growth Fund Class C (LGRCX) has a volatility of 5.36%. 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 | 0.84% | 5.36% | -4.52% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 13.84% | -11.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.89% | 18.14% | -14.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.31% | 23.34% | -18.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.49% | 21.22% | -16.73% |
LSIIX vs. LGRCX - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is lower than LGRCX's 1.65% expense ratio.
Dividends
LSIIX vs. LGRCX - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.04%, more than LGRCX's 3.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | 3.33% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.04% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
Frequently Asked Questions
LSIIX and LGRCX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LGRCX has higher volatility (5.36%) compared to LSIIX (0.84%). In terms of maximum drawdown, LSIIX dropped -20.77% vs LGRCX's -58.53%.
LSIIX currently has the higher Sharpe Ratio (0.47 vs -0.18), 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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