LSMIX vs. LSIOX
Compare and contrast key facts about Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) and Loomis Sayles High Income Opps Fund (LSIOX).
LSMIX is managed by Loomis Sayles Funds. It was launched on Jun 30, 2015. LSIOX is managed by Loomis Sayles Funds. It was launched on Apr 12, 2004.
Performance
LSMIX vs. LSIOX - Performance Comparison
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LSMIX vs. LSIOX - 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% |
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% |
Returns By Period
In the year-to-date period, LSMIX achieves a -3.25% return, which is significantly lower than LSIOX's -0.85% return. Over the past 10 years, LSMIX has outperformed LSIOX with an annualized return of 10.13%, while LSIOX has yielded a comparatively lower 5.93% 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%
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%
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LSMIX vs. LSIOX - Expense Ratio Comparison
LSMIX has a 0.99% expense ratio, which is higher than LSIOX's 0.00% expense ratio.
Return for Risk
LSMIX vs. LSIOX — Risk / Return Rank
LSMIX
LSIOX
LSMIX vs. LSIOX - 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 High Income Opps Fund (LSIOX). 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 | LSIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.82 | -1.45 |
Sortino ratioReturn per unit of downside risk | 0.75 | 2.42 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.45 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.66 | -1.80 |
Martin ratioReturn relative to average drawdown | -0.44 | 8.49 | -8.93 |
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 | LSIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.82 | -1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.71 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 1.06 | -0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.02 | -0.55 |
Correlation
The correlation between LSMIX and LSIOX 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
LSMIX vs. LSIOX - Dividend Comparison
LSMIX has not paid dividends to shareholders, while LSIOX's dividend yield for the trailing twelve months is around 6.71%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
LSMIX vs. LSIOX - Drawdown Comparison
The maximum LSMIX drawdown since its inception was -36.96%, which is greater than LSIOX's maximum drawdown of -20.94%. Use the drawdown chart below to compare losses from any high point for LSMIX and LSIOX.
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Drawdown Indicators
| LSMIX | LSIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.96% | -20.94% | -16.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -3.61% | -10.58% |
Max Drawdown (5Y)Largest decline over 5 years | -35.49% | -17.13% | -18.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -20.94% | -16.02% |
Current DrawdownCurrent decline from peak | -11.07% | -1.82% | -9.25% |
Average DrawdownAverage peak-to-trough decline | -10.14% | -2.83% | -7.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.25% | 0.83% | +6.42% |
Volatility
LSMIX vs. LSIOX - Volatility Comparison
Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) has a higher volatility of 5.65% compared to Loomis Sayles High Income Opps Fund (LSIOX) at 1.04%. This indicates that LSMIX's price experiences larger fluctuations and is considered to be riskier than LSIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSMIX | LSIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 1.04% | +4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 13.76% | 2.11% | +11.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.73% | 4.63% | +21.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.27% | 5.26% | +16.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 5.72% | +15.62% |