LSMIX vs. LSGBX
Compare and contrast key facts about Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) and Loomis Sayles Global Bond Fund (LSGBX).
LSMIX is managed by Loomis Sayles Funds. It was launched on Jun 30, 2015. LSGBX is managed by Loomis Sayles Funds. It was launched on May 9, 1991.
Performance
LSMIX vs. LSGBX - Performance Comparison
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LSMIX vs. LSGBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | -3.25% | 5.71% | 17.74% | 6.71% | -27.08% | 17.40% | 31.56% | 35.21% | -7.32% | 31.80% |
LSGBX Loomis Sayles Global Bond Fund | -1.87% | 8.52% | -2.46% | 5.48% | -17.18% | -4.94% | 13.49% | 7.52% | -2.49% | 8.87% |
Returns By Period
In the year-to-date period, LSMIX achieves a -3.25% return, which is significantly lower than LSGBX's -1.87% return. Over the past 10 years, LSMIX has outperformed LSGBX with an annualized return of 10.13%, while LSGBX has yielded a comparatively lower 0.94% annualized return.
LSMIX
- 1D
- -1.62%
- 1M
- -10.56%
- YTD
- -3.25%
- 6M
- -3.12%
- 1Y
- 9.91%
- 3Y*
- 7.35%
- 5Y*
- 1.61%
- 10Y*
- 10.13%
LSGBX
- 1D
- 0.20%
- 1M
- -3.86%
- YTD
- -1.87%
- 6M
- -1.89%
- 1Y
- 3.52%
- 3Y*
- 2.17%
- 5Y*
- -2.03%
- 10Y*
- 0.94%
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LSMIX vs. LSGBX - Expense Ratio Comparison
LSMIX has a 0.99% expense ratio, which is higher than LSGBX's 0.69% expense ratio.
Return for Risk
LSMIX vs. LSGBX — Risk / Return Rank
LSMIX
LSGBX
LSMIX vs. LSGBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) and Loomis Sayles Global Bond Fund (LSGBX). 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.
| LSMIX | LSGBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.83 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.23 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.15 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.46 | -1.59 |
Martin ratioReturn relative to average drawdown | -0.44 | 5.18 | -5.62 |
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
| LSMIX | LSGBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.83 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | -0.32 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.16 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.78 | -0.31 |
Correlation
The correlation between LSMIX and LSGBX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LSMIX vs. LSGBX - Dividend Comparison
LSMIX has not paid dividends to shareholders, while LSGBX's dividend yield for the trailing twelve months is around 0.11%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.95% | 0.68% | 4.40% | 46.82% | 0.00% | 0.18% |
LSGBX Loomis Sayles Global Bond Fund | 0.11% | 0.11% | 0.00% | 0.00% | 0.00% | 4.31% | 4.94% | 1.75% | 0.66% | 0.28% | 0.43% |
Drawdowns
LSMIX vs. LSGBX - Drawdown Comparison
The maximum LSMIX drawdown since its inception was -36.96%, which is greater than LSGBX's maximum drawdown of -26.86%. Use the drawdown chart below to compare losses from any high point for LSMIX and LSGBX.
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Drawdown Indicators
| LSMIX | LSGBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.96% | -26.86% | -10.10% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -4.05% | -10.14% |
Max Drawdown (5Y)Largest decline over 5 years | -35.49% | -25.41% | -10.08% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -26.86% | -10.10% |
Current DrawdownCurrent decline from peak | -11.07% | -13.99% | +2.92% |
Average DrawdownAverage peak-to-trough decline | -10.14% | -4.76% | -5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.25% | 1.14% | +6.11% |
Volatility
LSMIX vs. LSGBX - Volatility Comparison
Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) has a higher volatility of 5.65% compared to Loomis Sayles Global Bond Fund (LSGBX) at 1.83%. This indicates that LSMIX's price experiences larger fluctuations and is considered to be riskier than LSGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSMIX | LSGBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 1.83% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 13.76% | 3.70% | +10.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.73% | 6.24% | +19.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.27% | 6.59% | +14.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 5.79% | +15.55% |