LSIIX vs. LSGGX
LSIIX (Loomis Sayles Investment Grade Bond Fund Class Y) and LSGGX (Loomis Sayles Global Growth Fund) are both mutual funds - LSIIX is a Total Bond Market fund managed by Natixis, while LSGGX is a Global Equities fund managed by Natixis. Over the past 5 years, LSIIX returned 0.66%/yr vs 5.89%/yr for LSGGX. At a 0.19 correlation, their price movements are largely independent. LSIIX charges 0.54%/yr vs 0.95%/yr for LSGGX.
Performance
LSIIX vs. LSGGX - Performance Comparison
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Returns By Period
In the year-to-date period, LSIIX achieves a -0.03% return, which is significantly higher than LSGGX's -5.34% return.
LSIIX
- 1D
- 0.21%
- 1M
- -0.59%
- 6M
- -0.53%
- YTD
- -0.03%
- 1Y
- 2.96%
- 3Y*
- 4.23%
- 5Y*
- 0.66%
- 10Y*
- 2.89%
LSGGX
- 1D
- 1.22%
- 1M
- -0.51%
- 6M
- -5.38%
- YTD
- -5.34%
- 1Y
- -1.26%
- 3Y*
- 12.57%
- 5Y*
- 5.89%
- 10Y*
- —
LSIIX vs. LSGGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -0.03% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
LSGGX Loomis Sayles Global Growth Fund | -5.34% | 16.84% | 23.30% | 36.10% | -25.98% | 5.89% | 35.25% | 30.63% | -6.70% | 31.11% |
Correlation
The correlation between LSIIX and LSGGX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.19 |
Over the past year, LSIIX and LSGGX have become more correlated (0.41) than their long-term average of 0.19, meaning their price movements have been converging.
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Return for Risk
LSIIX vs. LSGGX — Risk / Return Rank
LSIIX
LSGGX
LSIIX vs. LSGGX - 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 Global Growth Fund (LSGGX). 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 | LSGGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.01 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | -0.03 | +1.27 |
| Martin ratioReturn relative to average drawdown | 3.31 | -0.07 | +3.38 |
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Drawdowns
LSIIX vs. LSGGX - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.77%, smaller than the maximum LSGGX drawdown of -37.72%. Use the drawdown chart below to compare losses from any high point for LSIIX and LSGGX.
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Drawdown Indicators
| LSIIX | LSGGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.77% | -37.72% | +16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | -21.08% | +18.09% |
Max Drawdown (3Y)Largest decline over 3 years | -5.45% | -22.21% | +16.76% |
Max Drawdown (5Y)Largest decline over 5 years | -15.62% | -37.72% | +22.10% |
Max Drawdown (10Y)Largest decline over 10 years | -15.62% | — | — |
Current DrawdownCurrent decline from peak | -1.61% | -10.52% | +8.91% |
Average DrawdownAverage peak-to-trough decline | -2.42% | -7.66% | +5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 8.46% | -7.40% |
Volatility
LSIIX vs. LSGGX - Volatility Comparison
The current volatility for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) is 0.99%, while Loomis Sayles Global Growth Fund (LSGGX) has a volatility of 6.07%. This indicates that LSIIX experiences smaller price fluctuations and is considered to be less risky than LSGGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSIIX | LSGGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 6.07% | -5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.83% | 14.22% | -11.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 18.49% | -14.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.30% | 22.21% | -16.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.49% | 20.54% | -16.05% |
LSIIX vs. LSGGX - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is lower than LSGGX's 0.95% expense ratio.
Dividends
LSIIX vs. LSGGX - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.01%, more than LSGGX's 0.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGGX Loomis Sayles Global Growth Fund | 0.32% | 0.30% | 0.00% | 0.00% | 7.77% | 7.38% | 6.15% | 5.74% | 4.78% | 3.44% | 0.00% | 0.00% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.01% | 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 LSGGX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSGGX has higher volatility (6.07%) compared to LSIIX (0.99%). In terms of maximum drawdown, LSIIX dropped -20.77% vs LSGGX's -37.72%.
LSIIX currently has the higher Sharpe Ratio (0.95 vs -0.03), 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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