LSIOX vs. DLHYX
Compare and contrast key facts about Loomis Sayles High Income Opps Fund (LSIOX) and MassMutual High Yield Fund (DLHYX).
LSIOX is managed by Loomis Sayles Funds. It was launched on Apr 12, 2004. DLHYX is managed by MassMutual. It was launched on Sep 5, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSIOX or DLHYX.
Key characteristics
| LSIOX | DLHYX | |
|---|---|---|
| YTD Return | 7.99% | 6.81% |
| 1Y Return | 13.22% | 12.88% |
| 3Y Return (Ann) | 1.18% | 2.61% |
| 5Y Return (Ann) | 4.03% | 4.21% |
| 10Y Return (Ann) | 4.57% | 4.52% |
| Sharpe Ratio | 2.96 | 2.96 |
| Daily Std Dev | 4.38% | 4.35% |
| Max Drawdown | -20.94% | -27.73% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between LSIOX and DLHYX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LSIOX vs. DLHYX - Performance Comparison
In the year-to-date period, LSIOX achieves a 7.99% return, which is significantly higher than DLHYX's 6.81% return. Both investments have delivered pretty close results over the past 10 years, with LSIOX having a 4.57% annualized return and DLHYX not far behind at 4.52%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LSIOX vs. DLHYX - Expense Ratio Comparison
LSIOX has a 0.00% expense ratio, which is lower than DLHYX's 0.74% expense ratio.
Risk-Adjusted Performance
LSIOX vs. DLHYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles High Income Opps Fund (LSIOX) and MassMutual High Yield Fund (DLHYX). 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
LSIOX vs. DLHYX - Dividend Comparison
LSIOX's dividend yield for the trailing twelve months is around 7.52%, more than DLHYX's 6.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIOX Loomis Sayles High Income Opps Fund | 7.52% | 7.31% | 7.32% | 9.02% | 5.58% | 5.62% | 7.50% | 5.64% | 6.03% | 6.18% | 5.60% | 2.77% |
DLHYX MassMutual High Yield Fund | 6.05% | 6.16% | 6.14% | 5.80% | 5.20% | 6.14% | 6.02% | 6.40% | 6.14% | 6.89% | 10.10% | 8.46% |
Drawdowns
LSIOX vs. DLHYX - Drawdown Comparison
The maximum LSIOX drawdown since its inception was -20.94%, smaller than the maximum DLHYX drawdown of -27.73%. Use the drawdown chart below to compare losses from any high point for LSIOX and DLHYX. For additional features, visit the drawdowns tool.
Volatility
LSIOX vs. DLHYX - Volatility Comparison
Loomis Sayles High Income Opps Fund (LSIOX) has a higher volatility of 0.76% compared to MassMutual High Yield Fund (DLHYX) at 0.46%. This indicates that LSIOX's price experiences larger fluctuations and is considered to be riskier than DLHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.