LSMIX vs. LSIGX
LSMIX (Loomis Sayles Small/Mid Cap Growth Fund) and LSIGX (Loomis Sayles Investment Grade Fixed Income Fund) are both mutual funds - LSMIX is a Mid Cap Growth Equities fund managed by Loomis Sayles, while LSIGX is a Intermediate Core-Plus Bond fund managed by Loomis Sayles. Over the past 10 years, LSMIX returned 11.32%/yr vs 2.53%/yr for LSIGX. Their 0.36 correlation means their historical movements had little consistent relationship. LSMIX charges 0.99%/yr vs 0.52%/yr for LSIGX.
Performance
LSMIX vs. LSIGX - Performance Comparison
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Returns By Period
In the year-to-date period, LSMIX achieves a 14.33% return, which is significantly higher than LSIGX's -1.32% return. Over the past 10 years, LSMIX has outperformed LSIGX with an annualized return of 11.32%, while LSIGX has yielded a comparatively lower 2.53% annualized return.
LSMIX
- 1D
- 1.79%
- 1M
- -3.67%
- 6M
- 6.86%
- YTD
- 14.33%
- 1Y
- 20.15%
- 3Y*
- 11.96%
- 5Y*
- 3.39%
- 10Y*
- 11.32%
- ALL TIME*
- 11.31%
LSIGX
- 1D
- 0.10%
- 1M
- -1.11%
- 6M
- -1.71%
- YTD
- -1.32%
- 1Y
- 2.07%
- 3Y*
- 4.50%
- 5Y*
- 0.73%
- 10Y*
- 2.53%
- ALL TIME*
- 5.91%
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 |
LSMIX vs. LSIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | 14.33% | 5.71% | 17.74% | 6.71% | -27.08% | 17.40% | 31.56% | 35.21% | -7.32% | 31.80% |
LSIGX Loomis Sayles Investment Grade Fixed Income Fund | -1.32% | 7.15% | 3.14% | 8.01% | -11.98% | 0.80% | 7.18% | 9.36% | -2.08% | 8.42% |
Correlation
The correlation between LSMIX and LSIGX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.36 |
The correlation between LSMIX and LSIGX shifts across timeframes, from 0.27 (5 years) to 0.48 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LSMIX vs. LSIGX — Risk / Return Rank
LSMIX
LSIGX
LSMIX vs. LSIGX - 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 Investment Grade Fixed Income Fund (LSIGX). 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.
| LSMIX | LSIGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.12 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 0.78 | +1.21 |
| Martin ratioReturn relative to average drawdown | 6.91 | 1.76 | +5.15 |
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Drawdowns
LSMIX vs. LSIGX - Drawdown Comparison
The maximum LSMIX drawdown since its inception was -36.96%, which is greater than LSIGX's maximum drawdown of -20.94%. Use the drawdown chart below to compare losses from any high point for LSMIX and LSIGX.
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Drawdown Indicators
| LSMIX | LSIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.96% | -20.94% | -16.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -3.25% | -7.82% |
Max Drawdown (3Y)Largest decline over 3 years | -24.39% | -4.51% | -19.88% |
Max Drawdown (5Y)Largest decline over 5 years | -35.49% | -15.98% | -19.51% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -15.98% | -20.98% |
Current DrawdownCurrent decline from peak | -5.55% | -3.00% | -2.55% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -2.39% | -7.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 1.34% | +1.63% |
Volatility
LSMIX vs. LSIGX - Volatility Comparison
Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) has a higher volatility of 4.70% compared to Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) at 0.94%. This indicates that LSMIX's price experiences larger fluctuations and is considered to be riskier than LSIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSMIX | LSIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 0.94% | +3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 14.70% | 2.87% | +11.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.79% | 3.76% | +16.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.59% | 5.29% | +16.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.48% | 4.66% | +16.82% |
LSMIX vs. LSIGX - Expense Ratio Comparison
LSMIX has a 0.99% expense ratio, which is higher than LSIGX's 0.52% expense ratio.
Dividends
LSMIX vs. LSIGX - Dividend Comparison
LSMIX has not paid dividends to shareholders, while LSIGX's dividend yield for the trailing twelve months is around 4.85%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIGX Loomis Sayles Investment Grade Fixed Income Fund | 4.85% | 4.76% | 4.69% | 4.06% | 4.14% | 5.95% | 6.24% | 2.59% | 3.42% | 4.27% | 4.32% | 3.81% |
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% | 0.00% |
Frequently Asked Questions
LSMIX and LSIGX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSMIX has higher volatility (4.70%) compared to LSIGX (0.94%). In terms of maximum drawdown, LSMIX dropped -36.96% vs LSIGX's -20.94%.
LSMIX currently has the higher Sharpe Ratio (1.11 vs 0.67), 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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