LSIOX vs. LSSCX
Compare and contrast key facts about Loomis Sayles High Income Opps Fund (LSIOX) and Loomis Sayles Small Cap Value Fund (LSSCX).
LSIOX is managed by Loomis Sayles Funds. It was launched on Apr 12, 2004. LSSCX is managed by Loomis Sayles Funds. It was launched on May 13, 1991.
Performance
LSIOX vs. LSSCX - Performance Comparison
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LSIOX vs. LSSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSIOX Loomis Sayles High Income Opps Fund | -0.85% | 9.31% | 9.95% | 10.81% | -12.85% | 4.32% | 9.25% | 13.01% | -2.08% | 8.40% |
LSSCX Loomis Sayles Small Cap Value Fund | 0.75% | 5.31% | 10.89% | 19.39% | -11.52% | 29.03% | 2.29% | 25.06% | -16.81% | 10.01% |
Returns By Period
In the year-to-date period, LSIOX achieves a -0.85% return, which is significantly lower than LSSCX's 0.75% return. Over the past 10 years, LSIOX has underperformed LSSCX with an annualized return of 5.93%, while LSSCX has yielded a comparatively higher 8.71% annualized return.
LSIOX
- 1D
- -0.34%
- 1M
- -1.71%
- YTD
- -0.85%
- 6M
- 0.45%
- 1Y
- 7.08%
- 3Y*
- 8.79%
- 5Y*
- 3.56%
- 10Y*
- 5.93%
LSSCX
- 1D
- -0.79%
- 1M
- -9.73%
- YTD
- 0.75%
- 6M
- 1.12%
- 1Y
- 13.20%
- 3Y*
- 10.80%
- 5Y*
- 6.49%
- 10Y*
- 8.71%
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LSIOX vs. LSSCX - Expense Ratio Comparison
LSIOX has a 0.00% expense ratio, which is lower than LSSCX's 0.90% expense ratio.
Return for Risk
LSIOX vs. LSSCX — Risk / Return Rank
LSIOX
LSSCX
LSIOX vs. LSSCX - 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 Small Cap Value Fund (LSSCX). 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.
| LSIOX | LSSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 0.57 | +1.26 |
Sortino ratioReturn per unit of downside risk | 2.42 | 0.98 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.13 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 0.08 | +1.59 |
Martin ratioReturn relative to average drawdown | 8.49 | 0.25 | +8.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LSIOX | LSSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.57 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.32 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.06 | 0.40 | +0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.56 | +0.46 |
Correlation
The correlation between LSIOX and LSSCX is 0.55, 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.
Dividends
LSIOX vs. LSSCX - Dividend Comparison
LSIOX's dividend yield for the trailing twelve months is around 6.71%, less than LSSCX's 17.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIOX Loomis Sayles High Income Opps Fund | 6.71% | 6.39% | 7.34% | 7.31% | 7.32% | 9.02% | 5.58% | 5.62% | 7.50% | 5.64% | 6.03% | 6.18% |
LSSCX Loomis Sayles Small Cap Value Fund | 17.37% | 17.50% | 10.71% | 20.30% | 12.74% | 19.01% | 8.04% | 8.65% | 17.43% | 12.58% | 8.27% | 11.35% |
Drawdowns
LSIOX vs. LSSCX - Drawdown Comparison
The maximum LSIOX drawdown since its inception was -20.94%, smaller than the maximum LSSCX drawdown of -54.28%. Use the drawdown chart below to compare losses from any high point for LSIOX and LSSCX.
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Drawdown Indicators
| LSIOX | LSSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.94% | -54.28% | +33.34% |
Max Drawdown (1Y)Largest decline over 1 year | -3.61% | -14.43% | +10.82% |
Max Drawdown (5Y)Largest decline over 5 years | -17.13% | -25.10% | +7.97% |
Max Drawdown (10Y)Largest decline over 10 years | -20.94% | -44.65% | +23.71% |
Current DrawdownCurrent decline from peak | -1.82% | -9.89% | +8.07% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -7.61% | +4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 6.62% | -5.79% |
Volatility
LSIOX vs. LSSCX - Volatility Comparison
The current volatility for Loomis Sayles High Income Opps Fund (LSIOX) is 1.04%, while Loomis Sayles Small Cap Value Fund (LSSCX) has a volatility of 4.56%. This indicates that LSIOX experiences smaller price fluctuations and is considered to be less risky than LSSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSIOX | LSSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 4.56% | -3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 2.11% | 12.70% | -10.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.63% | 24.85% | -20.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.26% | 20.90% | -15.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.72% | 22.37% | -16.65% |