Correlation
The correlation between LSSAX and BAICX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
LSSAX vs. BAICX
Compare and contrast key facts about Loomis Sayles Securitized Asset Fund (LSSAX) and BlackRock Multi-Asset Income Portfolio (BAICX).
LSSAX is managed by Loomis Sayles Funds. It was launched on Mar 2, 2006. BAICX is managed by Blackrock. It was launched on Apr 7, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSSAX or BAICX.
Performance
LSSAX vs. BAICX - Performance Comparison
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Key characteristics
LSSAX:
1.56
BAICX:
1.50
LSSAX:
2.00
BAICX:
1.92
LSSAX:
1.23
BAICX:
1.27
LSSAX:
0.85
BAICX:
1.51
LSSAX:
4.30
BAICX:
6.17
LSSAX:
1.63%
BAICX:
1.39%
LSSAX:
5.25%
BAICX:
6.38%
LSSAX:
-16.39%
BAICX:
-33.29%
LSSAX:
-1.93%
BAICX:
-0.29%
Returns By Period
In the year-to-date period, LSSAX achieves a 2.42% return, which is significantly lower than BAICX's 3.50% return. Over the past 10 years, LSSAX has underperformed BAICX with an annualized return of 2.19%, while BAICX has yielded a comparatively higher 4.17% annualized return.
LSSAX
2.42%
-1.18%
1.48%
8.14%
2.51%
0.94%
2.19%
BAICX
3.50%
1.91%
1.87%
9.47%
5.83%
5.20%
4.17%
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LSSAX vs. BAICX - Expense Ratio Comparison
LSSAX has a 0.00% expense ratio, which is lower than BAICX's 0.81% expense ratio.
Risk-Adjusted Performance
LSSAX vs. BAICX — Risk-Adjusted Performance Rank
LSSAX
BAICX
LSSAX vs. BAICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Securitized Asset Fund (LSSAX) and BlackRock Multi-Asset Income Portfolio (BAICX). 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.
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Dividends
LSSAX vs. BAICX - Dividend Comparison
LSSAX's dividend yield for the trailing twelve months is around 4.40%, less than BAICX's 5.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSAX Loomis Sayles Securitized Asset Fund | 4.40% | 4.55% | 5.65% | 6.48% | 6.40% | 5.96% | 5.50% | 5.63% | 5.41% | 5.13% | 5.21% | 4.95% |
BAICX BlackRock Multi-Asset Income Portfolio | 5.73% | 5.83% | 5.58% | 5.02% | 5.17% | 4.07% | 4.69% | 5.27% | 4.60% | 4.71% | 5.35% | 5.41% |
Drawdowns
LSSAX vs. BAICX - Drawdown Comparison
The maximum LSSAX drawdown since its inception was -16.39%, smaller than the maximum BAICX drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for LSSAX and BAICX.
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Volatility
LSSAX vs. BAICX - Volatility Comparison
The current volatility for Loomis Sayles Securitized Asset Fund (LSSAX) is 1.47%, while BlackRock Multi-Asset Income Portfolio (BAICX) has a volatility of 1.61%. This indicates that LSSAX experiences smaller price fluctuations and is considered to be less risky than BAICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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