LSSCX vs. LSFIX
LSSCX (Loomis Sayles Small Cap Value Fund) and LSFIX (Loomis Sayles Fixed Income Fund) are both mutual funds - LSSCX is a Small Cap Blend Equities fund managed by Loomis Sayles, while LSFIX is a Multisector Bonds fund managed by Loomis Sayles. Over the past 10 years, LSSCX returned 9.82%/yr vs 3.60%/yr for LSFIX. Their 0.32 correlation means their historical movements had little consistent relationship. LSSCX charges 0.90%/yr vs 0.58%/yr for LSFIX.
Performance
LSSCX vs. LSFIX - Performance Comparison
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Returns By Period
In the year-to-date period, LSSCX achieves a 20.28% return, which is significantly higher than LSFIX's -0.42% return. Over the past 10 years, LSSCX has outperformed LSFIX with an annualized return of 9.82%, while LSFIX has yielded a comparatively lower 3.60% annualized return.
LSSCX
- 1D
- 0.17%
- 1M
- 0.12%
- 6M
- 12.59%
- YTD
- 20.28%
- 1Y
- 24.55%
- 3Y*
- 13.18%
- 5Y*
- 9.67%
- 10Y*
- 9.82%
- ALL TIME*
- 11.40%
LSFIX
- 1D
- 0.17%
- 1M
- -0.83%
- 6M
- -0.83%
- YTD
- -0.42%
- 1Y
- 3.33%
- 3Y*
- 6.18%
- 5Y*
- 1.79%
- 10Y*
- 3.60%
- ALL TIME*
- 5.58%
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 |
LSSCX vs. LSFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSSCX Loomis Sayles Small Cap Value Fund | 20.28% | 5.31% | 10.89% | 19.39% | -11.52% | 29.03% | 2.29% | 25.06% | -16.81% | 10.01% |
LSFIX Loomis Sayles Fixed Income Fund | -0.42% | 9.10% | 5.39% | 8.21% | -11.74% | 2.89% | 5.38% | 13.56% | -3.07% | 8.40% |
Correlation
The correlation between LSSCX and LSFIX is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jan 17, 1995 | 0.32 |
The correlation between LSSCX and LSFIX shifts across timeframes, from 0.32 (all time) to 0.46 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LSSCX vs. LSFIX — Risk / Return Rank
LSSCX
LSFIX
LSSCX vs. LSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Value Fund (LSSCX) and Loomis Sayles Fixed Income Fund (LSFIX). 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.
| LSSCX | LSFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.38 | +1.47 |
| Martin ratioReturn relative to average drawdown | 8.90 | 3.89 | +5.01 |
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Drawdowns
LSSCX vs. LSFIX - Drawdown Comparison
The maximum LSSCX drawdown since its inception was -54.28%, which is greater than LSFIX's maximum drawdown of -26.33%. Use the drawdown chart below to compare losses from any high point for LSSCX and LSFIX.
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Drawdown Indicators
| LSSCX | LSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.28% | -26.33% | -27.95% |
Max Drawdown (1Y)Largest decline over 1 year | -9.89% | -2.80% | -7.09% |
Max Drawdown (3Y)Largest decline over 3 years | -25.10% | -4.62% | -20.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.10% | -15.86% | -9.24% |
Max Drawdown (10Y)Largest decline over 10 years | -44.65% | -19.60% | -25.05% |
Current DrawdownCurrent decline from peak | -1.67% | -1.81% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -3.24% | -4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 0.93% | +2.04% |
Volatility
LSSCX vs. LSFIX - Volatility Comparison
Loomis Sayles Small Cap Value Fund (LSSCX) has a higher volatility of 3.31% compared to Loomis Sayles Fixed Income Fund (LSFIX) at 0.85%. This indicates that LSSCX's price experiences larger fluctuations and is considered to be riskier than LSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSSCX | LSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 0.85% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.78% | 2.70% | +9.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.19% | 3.43% | +13.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 4.95% | +15.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.34% | 4.91% | +17.43% |
LSSCX vs. LSFIX - Expense Ratio Comparison
LSSCX has a 0.90% expense ratio, which is higher than LSFIX's 0.58% expense ratio.
Dividends
LSSCX vs. LSFIX - Dividend Comparison
LSSCX's dividend yield for the trailing twelve months is around 14.55%, more than LSFIX's 4.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSFIX Loomis Sayles Fixed Income Fund | 4.72% | 4.70% | 5.79% | 4.41% | 1.53% | 6.23% | 6.23% | 4.24% | 5.62% | 5.62% | 3.57% | 6.77% |
LSSCX Loomis Sayles Small Cap Value Fund | 14.55% | 17.50% | 10.71% | 20.30% | 12.74% | 19.01% | 8.04% | 8.65% | 17.43% | 12.58% | 8.27% | 11.35% |
Frequently Asked Questions
LSSCX and LSFIX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSSCX has higher volatility (3.31%) compared to LSFIX (0.85%). In terms of maximum drawdown, LSSCX dropped -54.28% vs LSFIX's -26.33%.
LSSCX currently has the higher Sharpe Ratio (1.64 vs 1.13), 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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