LSSAX vs. LSIIX
Compare and contrast key facts about Loomis Sayles Securitized Asset Fund (LSSAX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX).
LSSAX is managed by Loomis Sayles Funds. It was launched on Mar 2, 2006. LSIIX is managed by Natixis Investment Managers. It was launched on Dec 31, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSSAX or LSIIX.
Correlation
The correlation between LSSAX and LSIIX is 0.66, 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.
Performance
LSSAX vs. LSIIX - Performance Comparison
Key characteristics
LSSAX:
1.71
LSIIX:
1.25
LSSAX:
2.56
LSIIX:
1.84
LSSAX:
1.31
LSIIX:
1.21
LSSAX:
0.98
LSIIX:
0.52
LSSAX:
5.84
LSIIX:
3.25
LSSAX:
1.56%
LSIIX:
1.93%
LSSAX:
5.33%
LSIIX:
5.03%
LSSAX:
-16.39%
LSIIX:
-20.76%
LSSAX:
0.00%
LSIIX:
-4.70%
Returns By Period
In the year-to-date period, LSSAX achieves a 4.08% return, which is significantly higher than LSIIX's 2.73% return. Over the past 10 years, LSSAX has outperformed LSIIX with an annualized return of 2.34%, while LSIIX has yielded a comparatively lower 1.40% annualized return.
LSSAX
4.08%
1.29%
3.06%
8.83%
1.70%
2.34%
LSIIX
2.73%
0.42%
0.69%
5.94%
1.85%
1.40%
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LSSAX vs. LSIIX - Expense Ratio Comparison
LSSAX has a 0.00% expense ratio, which is lower than LSIIX's 0.54% expense ratio.
Risk-Adjusted Performance
LSSAX vs. LSIIX — Risk-Adjusted Performance Rank
LSSAX
LSIIX
LSSAX vs. LSIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Securitized Asset Fund (LSSAX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX). 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.
Dividends
LSSAX vs. LSIIX - Dividend Comparison
LSSAX's dividend yield for the trailing twelve months is around 3.95%, less than LSIIX's 4.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSAX Loomis Sayles Securitized Asset Fund | 3.95% | 4.55% | 5.65% | 6.48% | 6.40% | 5.96% | 5.50% | 5.63% | 5.41% | 5.13% | 5.21% | 4.95% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.85% | 4.88% | 4.27% | 3.18% | 2.62% | 3.00% | 3.47% | 1.70% | 2.97% | 2.67% | 2.54% | 4.39% |
Drawdowns
LSSAX vs. LSIIX - Drawdown Comparison
The maximum LSSAX drawdown since its inception was -16.39%, smaller than the maximum LSIIX drawdown of -20.76%. Use the drawdown chart below to compare losses from any high point for LSSAX and LSIIX. For additional features, visit the drawdowns tool.
Volatility
LSSAX vs. LSIIX - Volatility Comparison
Loomis Sayles Securitized Asset Fund (LSSAX) has a higher volatility of 1.47% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.16%. This indicates that LSSAX's price experiences larger fluctuations and is considered to be riskier than LSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.