LSSIX vs. LSHIX
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and Loomis Sayles Institutional High Income Fund (LSHIX).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. LSHIX is managed by Loomis Sayles Funds. It was launched on Jun 5, 1996.
Performance
LSSIX vs. LSHIX - Performance Comparison
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LSSIX vs. LSHIX - 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% |
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, LSSIX achieves a -3.32% return, which is significantly lower than LSHIX's -1.05% return. Over the past 10 years, LSSIX has outperformed LSHIX with an annualized return of 10.01%, while LSHIX has yielded a comparatively lower 5.61% 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%
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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LSSIX vs. LSHIX - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is higher than LSHIX's 0.71% expense ratio.
Return for Risk
LSSIX vs. LSHIX — Risk / Return Rank
LSSIX
LSHIX
LSSIX vs. LSHIX - 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 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.
| LSSIX | LSHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.57 | -1.13 |
Sortino ratioReturn per unit of downside risk | 0.83 | 2.08 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.39 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 1.34 | -1.43 |
Martin ratioReturn relative to average drawdown | -0.29 | 6.43 | -6.72 |
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
| LSSIX | LSHIX | 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 | 0.77 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.93 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.68 | -0.40 |
Correlation
The correlation between LSSIX and LSHIX is 0.51, 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
LSSIX vs. LSHIX - Dividend Comparison
LSSIX's dividend yield for the trailing twelve months is around 7.89%, more than LSHIX's 5.83% 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% |
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
LSSIX vs. LSHIX - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -83.41%, which is greater than LSHIX's maximum drawdown of -40.26%. Use the drawdown chart below to compare losses from any high point for LSSIX and LSHIX.
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Drawdown Indicators
| LSSIX | LSHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.41% | -40.26% | -43.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.96% | -3.91% | -10.05% |
Max Drawdown (5Y)Largest decline over 5 years | -37.42% | -15.18% | -22.24% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -24.13% | -14.39% |
Current DrawdownCurrent decline from peak | -10.77% | -2.08% | -8.69% |
Average DrawdownAverage peak-to-trough decline | -34.70% | -7.32% | -27.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.32% | 0.99% | +6.33% |
Volatility
LSSIX vs. LSHIX - Volatility Comparison
Loomis Sayles Small Cap Growth Fund (LSSIX) has a higher volatility of 7.42% compared to Loomis Sayles Institutional High Income Fund (LSHIX) at 1.31%. This indicates that LSSIX'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
| LSSIX | LSHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 1.31% | +6.11% |
Volatility (6M)Calculated over the trailing 6-month period | 14.10% | 2.35% | +11.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.08% | 5.10% | +20.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.27% | 5.38% | +16.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 6.16% | +16.51% |