LSSCX vs. LSHIX
LSSCX (Loomis Sayles Small Cap Value Fund) and LSHIX (Loomis Sayles Institutional High Income Fund) are both mutual funds - LSSCX is a Small Cap Blend Equities fund managed by Loomis Sayles, while LSHIX is a High Yield Bonds fund managed by Loomis Sayles. Over the past 10 years, LSSCX returned 9.82%/yr vs 4.93%/yr for LSHIX. Their 0.53 correlation means they have sometimes moved together and sometimes differently. LSSCX charges 0.90%/yr vs 0.71%/yr for LSHIX.
Performance
LSSCX vs. LSHIX - 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 LSHIX's 2.10% return. Over the past 10 years, LSSCX has outperformed LSHIX with an annualized return of 9.82%, while LSHIX has yielded a comparatively lower 4.93% 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%
LSHIX
- 1D
- 0.17%
- 1M
- -0.17%
- 6M
- 1.21%
- YTD
- 2.10%
- 1Y
- 5.99%
- 3Y*
- 8.49%
- 5Y*
- 3.73%
- 10Y*
- 4.93%
- ALL TIME*
- 5.69%
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. LSHIX - 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% |
LSHIX Loomis Sayles Institutional High Income Fund | 2.10% | 9.25% | 9.43% | 10.00% | -11.68% | 8.23% | 3.46% | 10.55% | -3.55% | 8.41% |
Correlation
The correlation between LSSCX and LSHIX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 1996 | 0.53 |
The correlation between LSSCX and LSHIX has been stable across timeframes, ranging from 0.53 to 0.61 - a consistent structural relationship.
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Return for Risk
LSSCX vs. LSHIX — Risk / Return Rank
LSSCX
LSHIX
LSSCX vs. LSHIX - 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 Institutional High Income Fund (LSHIX). 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 | LSHIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.43 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 3.01 | -0.16 |
| Martin ratioReturn relative to average drawdown | 8.90 | 14.05 | -5.15 |
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Drawdowns
LSSCX vs. LSHIX - Drawdown Comparison
The maximum LSSCX drawdown since its inception was -54.28%, which is greater than LSHIX's maximum drawdown of -40.26%. Use the drawdown chart below to compare losses from any high point for LSSCX and LSHIX.
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Drawdown Indicators
| LSSCX | LSHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.28% | -40.26% | -14.02% |
Max Drawdown (1Y)Largest decline over 1 year | -9.89% | -2.25% | -7.64% |
Max Drawdown (3Y)Largest decline over 3 years | -25.10% | -4.75% | -20.35% |
Max Drawdown (5Y)Largest decline over 5 years | -25.10% | -15.18% | -9.92% |
Max Drawdown (10Y)Largest decline over 10 years | -44.65% | -24.13% | -20.52% |
Current DrawdownCurrent decline from peak | -1.67% | -0.34% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -7.24% | -0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 0.45% | +2.52% |
Volatility
LSSCX vs. LSHIX - Volatility Comparison
Loomis Sayles Small Cap Value Fund (LSSCX) has a higher volatility of 3.31% compared to Loomis Sayles Institutional High Income Fund (LSHIX) at 0.63%. This indicates that LSSCX's price experiences larger fluctuations and is considered to be riskier than LSHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSSCX | LSHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 0.63% | +2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.78% | 2.49% | +9.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.19% | 3.35% | +13.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 5.40% | +15.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.34% | 6.06% | +16.28% |
LSSCX vs. LSHIX - Expense Ratio Comparison
LSSCX has a 0.90% expense ratio, which is higher than LSHIX's 0.71% expense ratio.
Dividends
LSSCX vs. LSHIX - Dividend Comparison
LSSCX's dividend yield for the trailing twelve months is around 14.55%, more than LSHIX's 5.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSHIX Loomis Sayles Institutional High Income Fund | 5.65% | 5.77% | 7.72% | 6.28% | 4.96% | 6.09% | 5.14% | 6.75% | 7.52% | 5.97% | 6.06% | 10.99% |
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 LSHIX have a correlation of 0.58, 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 LSHIX (0.63%). In terms of maximum drawdown, LSSCX dropped -54.28% vs LSHIX's -40.26%.
LSHIX currently has the higher Sharpe Ratio (2.03 vs 1.64), 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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