LSSCX vs. LSHIX
Compare and contrast key facts about Loomis Sayles Small Cap Value Fund (LSSCX) and Loomis Sayles Institutional High Income Fund (LSHIX).
LSSCX is managed by Loomis Sayles Funds. It was launched on May 13, 1991. LSHIX is managed by Loomis Sayles Funds. It was launched on Jun 5, 1996.
Performance
LSSCX vs. LSHIX - Performance Comparison
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LSSCX vs. LSHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSSCX Loomis Sayles Small Cap Value Fund | 0.75% | 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 | -1.05% | 9.25% | 9.43% | 10.00% | -11.68% | 8.23% | 3.46% | 10.55% | -3.55% | 8.41% |
Returns By Period
In the year-to-date period, LSSCX achieves a 0.75% return, which is significantly higher than LSHIX's -1.05% return. Over the past 10 years, LSSCX has outperformed LSHIX with an annualized return of 8.71%, while LSHIX has yielded a comparatively lower 5.61% annualized return.
LSSCX
- 1D
- -0.79%
- 1M
- -9.73%
- YTD
- 0.75%
- 6M
- 1.12%
- 1Y
- 13.20%
- 3Y*
- 10.80%
- 5Y*
- 6.49%
- 10Y*
- 8.71%
LSHIX
- 1D
- 0.18%
- 1M
- -1.91%
- YTD
- -1.05%
- 6M
- -0.02%
- 1Y
- 6.75%
- 3Y*
- 8.36%
- 5Y*
- 3.96%
- 10Y*
- 5.61%
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LSSCX vs. LSHIX - Expense Ratio Comparison
LSSCX has a 0.90% expense ratio, which is higher than LSHIX's 0.71% expense ratio.
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.
| LSSCX | LSHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.57 | -1.00 |
Sortino ratioReturn per unit of downside risk | 0.98 | 2.08 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.39 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 1.34 | -1.26 |
Martin ratioReturn relative to average drawdown | 0.25 | 6.43 | -6.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LSSCX | LSHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.57 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.77 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.93 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.12 |
Correlation
The correlation between LSSCX and LSHIX is 0.53, 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.
Dividends
LSSCX vs. LSHIX - Dividend Comparison
LSSCX's dividend yield for the trailing twelve months is around 17.37%, more than LSHIX's 5.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSCX Loomis Sayles Small Cap Value Fund | 17.37% | 17.50% | 10.71% | 20.30% | 12.74% | 19.01% | 8.04% | 8.65% | 17.43% | 12.58% | 8.27% | 11.35% |
LSHIX Loomis Sayles Institutional High Income Fund | 5.83% | 5.77% | 7.72% | 6.28% | 4.96% | 6.09% | 5.14% | 6.75% | 7.52% | 5.97% | 6.06% | 10.99% |
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 | -14.43% | -3.91% | -10.52% |
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 | -9.89% | -2.08% | -7.81% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -7.32% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 0.99% | +5.63% |
Volatility
LSSCX vs. LSHIX - Volatility Comparison
Loomis Sayles Small Cap Value Fund (LSSCX) has a higher volatility of 4.56% compared to Loomis Sayles Institutional High Income Fund (LSHIX) at 1.31%. 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 | 4.56% | 1.31% | +3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 2.35% | +10.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.85% | 5.10% | +19.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 5.38% | +15.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.37% | 6.16% | +16.21% |