LSSIX vs. LSBDX
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and Loomis Sayles Bond Fund (LSBDX).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991.
Performance
LSSIX vs. LSBDX - Performance Comparison
Loading graphics...
LSSIX vs. LSBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSSIX Loomis Sayles Small Cap Growth Fund | -3.32% | 3.57% | 14.94% | 11.92% | -22.93% | 9.91% | 34.15% | 26.59% | 0.18% | 26.85% |
LSBDX Loomis Sayles Bond Fund | -1.54% | 8.67% | 6.70% | 8.05% | -12.50% | 3.23% | 2.14% | 11.72% | -2.87% | 7.47% |
Returns By Period
In the year-to-date period, LSSIX achieves a -3.32% return, which is significantly lower than LSBDX's -1.54% return. Over the past 10 years, LSSIX has outperformed LSBDX with an annualized return of 10.01%, while LSBDX has yielded a comparatively lower 3.45% annualized return.
LSSIX
- 1D
- -1.74%
- 1M
- -9.12%
- YTD
- -3.32%
- 6M
- -2.91%
- 1Y
- 12.25%
- 3Y*
- 7.26%
- 5Y*
- 1.17%
- 10Y*
- 10.01%
LSBDX
- 1D
- 0.34%
- 1M
- -2.92%
- YTD
- -1.54%
- 6M
- -0.05%
- 1Y
- 4.54%
- 3Y*
- 6.19%
- 5Y*
- 2.44%
- 10Y*
- 3.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSSIX vs. LSBDX - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is higher than LSBDX's 0.67% expense ratio.
Return for Risk
LSSIX vs. LSBDX — Risk / Return Rank
LSSIX
LSBDX
LSSIX vs. LSBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Growth Fund (LSSIX) and Loomis Sayles Bond Fund (LSBDX). 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.
| LSSIX | LSBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.57 | -1.13 |
Sortino ratioReturn per unit of downside risk | 0.83 | 2.13 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.32 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 1.90 | -1.99 |
Martin ratioReturn relative to average drawdown | -0.29 | 9.13 | -9.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LSSIX | LSBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.57 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.51 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.72 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 1.41 | -1.13 |
Correlation
The correlation between LSSIX and LSBDX is 0.30, 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.
Dividends
LSSIX vs. LSBDX - Dividend Comparison
LSSIX's dividend yield for the trailing twelve months is around 7.89%, more than LSBDX's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSIX Loomis Sayles Small Cap Growth Fund | 7.89% | 7.62% | 3.64% | 2.34% | 3.02% | 20.23% | 1.76% | 8.86% | 11.30% | 12.61% | 0.00% | 7.91% |
LSBDX Loomis Sayles Bond Fund | 3.90% | 4.15% | 5.51% | 5.09% | 5.13% | 2.88% | 3.83% | 3.97% | 3.78% | 5.86% | 3.13% | 7.37% |
Drawdowns
LSSIX vs. LSBDX - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -83.41%, which is greater than LSBDX's maximum drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for LSSIX and LSBDX.
Loading graphics...
Drawdown Indicators
| LSSIX | LSBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.41% | -30.58% | -52.83% |
Max Drawdown (1Y)Largest decline over 1 year | -13.96% | -3.25% | -10.71% |
Max Drawdown (5Y)Largest decline over 5 years | -37.42% | -16.60% | -20.82% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -16.60% | -21.92% |
Current DrawdownCurrent decline from peak | -10.77% | -2.92% | -7.85% |
Average DrawdownAverage peak-to-trough decline | -34.70% | -2.80% | -31.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.32% | 0.68% | +6.64% |
Volatility
LSSIX vs. LSBDX - Volatility Comparison
Loomis Sayles Small Cap Growth Fund (LSSIX) has a higher volatility of 7.42% compared to Loomis Sayles Bond Fund (LSBDX) at 1.42%. This indicates that LSSIX's price experiences larger fluctuations and is considered to be riskier than LSBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LSSIX | LSBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 1.42% | +6.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.10% | 2.20% | +11.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.08% | 3.87% | +22.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.27% | 4.97% | +17.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 4.89% | +17.78% |