Correlation
The correlation between LSSAX and VCSH is 0.07, 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.
LSSAX vs. VCSH
Compare and contrast key facts about Loomis Sayles Securitized Asset Fund (LSSAX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
LSSAX is managed by Loomis Sayles Funds. It was launched on Mar 2, 2006. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSSAX or VCSH.
Performance
LSSAX vs. VCSH - Performance Comparison
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Key characteristics
LSSAX:
1.56
VCSH:
2.91
LSSAX:
2.00
VCSH:
4.23
LSSAX:
1.23
VCSH:
1.59
LSSAX:
0.85
VCSH:
5.35
LSSAX:
4.30
VCSH:
14.92
LSSAX:
1.63%
VCSH:
0.46%
LSSAX:
5.25%
VCSH:
2.45%
LSSAX:
-16.39%
VCSH:
-12.86%
LSSAX:
-1.93%
VCSH:
0.00%
Returns By Period
In the year-to-date period, LSSAX achieves a 2.42% return, which is significantly lower than VCSH's 2.66% return. Over the past 10 years, LSSAX has underperformed VCSH with an annualized return of 2.19%, while VCSH has yielded a comparatively higher 2.49% annualized return.
LSSAX
2.42%
-1.18%
1.48%
8.14%
2.51%
0.94%
2.19%
VCSH
2.66%
0.13%
2.73%
7.09%
3.98%
1.99%
2.49%
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LSSAX vs. VCSH - Expense Ratio Comparison
LSSAX has a 0.00% expense ratio, which is lower than VCSH's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LSSAX vs. VCSH — Risk-Adjusted Performance Rank
LSSAX
VCSH
LSSAX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Securitized Asset Fund (LSSAX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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. VCSH - Dividend Comparison
LSSAX's dividend yield for the trailing twelve months is around 4.40%, more than VCSH's 4.11% 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% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.11% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
LSSAX vs. VCSH - Drawdown Comparison
The maximum LSSAX drawdown since its inception was -16.39%, which is greater than VCSH's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for LSSAX and VCSH.
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Volatility
LSSAX vs. VCSH - Volatility Comparison
Loomis Sayles Securitized Asset Fund (LSSAX) has a higher volatility of 1.47% compared to Vanguard Short-Term Corporate Bond ETF (VCSH) at 0.69%. This indicates that LSSAX's price experiences larger fluctuations and is considered to be riskier than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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