LSIIX vs. LSSAX
Compare and contrast key facts about Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Loomis Sayles Securitized Asset Fund (LSSAX).
LSIIX is managed by Natixis Investment Managers. It was launched on Dec 31, 1996. LSSAX is managed by Loomis Sayles Funds. It was launched on Mar 2, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSIIX or LSSAX.
Correlation
The correlation between LSIIX and LSSAX is 0.66, 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. LSSAX - Performance Comparison
Key characteristics
LSIIX:
1.21
LSSAX:
1.83
LSIIX:
1.78
LSSAX:
2.80
LSIIX:
1.21
LSSAX:
1.33
LSIIX:
0.51
LSSAX:
1.05
LSIIX:
3.16
LSSAX:
6.36
LSIIX:
1.96%
LSSAX:
1.53%
LSIIX:
5.11%
LSSAX:
5.31%
LSIIX:
-20.76%
LSSAX:
-16.39%
LSIIX:
-6.43%
LSSAX:
-1.65%
Returns By Period
In the year-to-date period, LSIIX achieves a 0.86% return, which is significantly lower than LSSAX's 2.72% return. Over the past 10 years, LSIIX has underperformed LSSAX with an annualized return of 1.16%, while LSSAX has yielded a comparatively higher 2.22% annualized return.
LSIIX
0.86%
-1.41%
-0.85%
5.96%
0.59%
1.16%
LSSAX
2.72%
-0.30%
1.84%
9.73%
1.31%
2.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSIIX vs. LSSAX - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is higher than LSSAX's 0.00% expense ratio.
Risk-Adjusted Performance
LSIIX vs. LSSAX — Risk-Adjusted Performance Rank
LSIIX
LSSAX
LSIIX vs. LSSAX - 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 Loomis Sayles Securitized Asset Fund (LSSAX). 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. LSSAX - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.94%, more than LSSAX's 4.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.94% | 4.88% | 4.27% | 3.18% | 2.62% | 3.00% | 3.47% | 1.70% | 2.97% | 2.67% | 2.54% | 4.39% |
LSSAX Loomis Sayles Securitized Asset Fund | 4.36% | 4.55% | 5.65% | 6.48% | 6.40% | 5.96% | 5.50% | 5.63% | 5.41% | 5.13% | 5.21% | 4.95% |
Drawdowns
LSIIX vs. LSSAX - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.76%, which is greater than LSSAX's maximum drawdown of -16.39%. Use the drawdown chart below to compare losses from any high point for LSIIX and LSSAX. For additional features, visit the drawdowns tool.
Volatility
LSIIX vs. LSSAX - Volatility Comparison
Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Loomis Sayles Securitized Asset Fund (LSSAX) have volatilities of 1.99% and 1.97%, 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.