LSIOX vs. LSFIX
LSIOX (Loomis Sayles High Income Opps Fund) and LSFIX (Loomis Sayles Fixed Income Fund) are both mutual funds - LSIOX is a High Yield Bonds fund managed by Loomis Sayles, while LSFIX is a Multisector Bonds fund managed by Loomis Sayles. Over the past 10 years, LSIOX returned 5.40%/yr vs 3.60%/yr for LSFIX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. LSIOX charges 0.00%/yr vs 0.58%/yr for LSFIX.
Performance
LSIOX vs. LSFIX - Performance Comparison
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Returns By Period
In the year-to-date period, LSIOX achieves a 2.33% return, which is significantly higher than LSFIX's -0.42% return. Over the past 10 years, LSIOX has outperformed LSFIX with an annualized return of 5.40%, while LSFIX has yielded a comparatively lower 3.60% annualized return.
LSIOX
- 1D
- 0.22%
- 1M
- -0.22%
- 6M
- 1.55%
- YTD
- 2.33%
- 1Y
- 5.79%
- 3Y*
- 8.94%
- 5Y*
- 3.53%
- 10Y*
- 5.40%
- ALL TIME*
- 5.63%
LSFIX
- 1D
- 0.17%
- 1M
- -0.83%
- 6M
- -0.83%
- YTD
- -0.42%
- 1Y
- 3.33%
- 3Y*
- 6.18%
- 5Y*
- 1.79%
- 10Y*
- 3.60%
- ALL TIME*
- 5.58%
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 |
LSIOX vs. LSFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSIOX Loomis Sayles High Income Opps Fund | 2.33% | 9.31% | 9.95% | 10.81% | -12.85% | 4.32% | 9.25% | 13.01% | -2.08% | 8.40% |
LSFIX Loomis Sayles Fixed Income Fund | -0.42% | 9.10% | 5.39% | 8.21% | -11.74% | 2.89% | 5.38% | 13.56% | -3.07% | 8.40% |
Correlation
The correlation between LSIOX and LSFIX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2013 | 0.68 |
The correlation between LSIOX and LSFIX has been stable across timeframes, ranging from 0.61 to 0.68 - a consistent structural relationship.
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Return for Risk
LSIOX vs. LSFIX — Risk / Return Rank
LSIOX
LSFIX
LSIOX vs. LSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles High Income Opps Fund (LSIOX) and Loomis Sayles Fixed Income Fund (LSFIX). 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.
| LSIOX | LSFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.21 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.69 | 1.38 | +2.30 |
| Martin ratioReturn relative to average drawdown | 16.50 | 3.89 | +12.62 |
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Drawdowns
LSIOX vs. LSFIX - Drawdown Comparison
The maximum LSIOX drawdown since its inception was -20.94%, smaller than the maximum LSFIX drawdown of -26.33%. Use the drawdown chart below to compare losses from any high point for LSIOX and LSFIX.
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Drawdown Indicators
| LSIOX | LSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.94% | -26.33% | +5.39% |
Max Drawdown (1Y)Largest decline over 1 year | -1.82% | -2.80% | +0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -4.24% | -4.62% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -17.13% | -15.86% | -1.27% |
Max Drawdown (10Y)Largest decline over 10 years | -20.94% | -19.60% | -1.34% |
Current DrawdownCurrent decline from peak | -0.33% | -1.81% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -2.76% | -3.24% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 0.93% | -0.54% |
Volatility
LSIOX vs. LSFIX - Volatility Comparison
The current volatility for Loomis Sayles High Income Opps Fund (LSIOX) is 0.70%, while Loomis Sayles Fixed Income Fund (LSFIX) has a volatility of 0.85%. This indicates that LSIOX experiences smaller price fluctuations and is considered to be less risky than LSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSIOX | LSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 0.85% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 2.24% | 2.70% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.06% | 3.43% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.29% | 4.95% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.67% | 4.91% | +0.76% |
LSIOX vs. LSFIX - Expense Ratio Comparison
LSIOX has a 0.00% expense ratio, which is lower than LSFIX's 0.58% expense ratio.
Dividends
LSIOX vs. LSFIX - Dividend Comparison
LSIOX's dividend yield for the trailing twelve months is around 6.82%, more than LSFIX's 4.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSFIX Loomis Sayles Fixed Income Fund | 4.72% | 4.70% | 5.79% | 4.41% | 1.53% | 6.23% | 6.23% | 4.24% | 5.62% | 5.62% | 3.57% | 6.77% |
LSIOX Loomis Sayles High Income Opps Fund | 6.82% | 6.39% | 7.34% | 7.31% | 7.32% | 9.02% | 5.58% | 5.62% | 7.50% | 5.64% | 6.03% | 6.18% |
Frequently Asked Questions
LSIOX and LSFIX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSFIX has higher volatility (0.85%) compared to LSIOX (0.70%). In terms of maximum drawdown, LSIOX dropped -20.94% vs LSFIX's -26.33%.
LSIOX currently has the higher Sharpe Ratio (2.20 vs 1.13), 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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