LSSIX vs. PNSAX
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and Putnam Small Cap Growth Fund (PNSAX).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. PNSAX is managed by Putnam. It was launched on Dec 31, 1997.
Performance
LSSIX vs. PNSAX - Performance Comparison
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LSSIX vs. PNSAX - 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% |
PNSAX Putnam Small Cap Growth Fund | -5.03% | 8.91% | 22.98% | 22.87% | -28.10% | 14.38% | 47.65% | 37.60% | -2.46% | 20.19% |
Returns By Period
In the year-to-date period, LSSIX achieves a -3.32% return, which is significantly higher than PNSAX's -5.03% return. Over the past 10 years, LSSIX has underperformed PNSAX with an annualized return of 10.01%, while PNSAX has yielded a comparatively higher 13.42% 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%
PNSAX
- 1D
- -2.60%
- 1M
- -11.12%
- YTD
- -5.03%
- 6M
- -7.13%
- 1Y
- 15.50%
- 3Y*
- 13.48%
- 5Y*
- 4.51%
- 10Y*
- 13.42%
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LSSIX vs. PNSAX - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is lower than PNSAX's 1.23% expense ratio.
Return for Risk
LSSIX vs. PNSAX — Risk / Return Rank
LSSIX
PNSAX
LSSIX vs. PNSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Growth Fund (LSSIX) and Putnam Small Cap Growth Fund (PNSAX). 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 | PNSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.62 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.03 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.13 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 0.93 | -1.02 |
Martin ratioReturn relative to average drawdown | -0.29 | 3.25 | -3.54 |
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 | PNSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.62 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.20 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.58 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.41 | -0.13 |
Correlation
The correlation between LSSIX and PNSAX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LSSIX vs. PNSAX - Dividend Comparison
LSSIX's dividend yield for the trailing twelve months is around 7.89%, more than PNSAX's 0.45% 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% |
PNSAX Putnam Small Cap Growth Fund | 0.45% | 0.42% | 0.00% | 0.00% | 0.00% | 15.27% | 4.87% | 1.93% | 1.88% | 0.00% | 0.00% | 0.00% |
Drawdowns
LSSIX vs. PNSAX - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -83.41%, which is greater than PNSAX's maximum drawdown of -69.47%. Use the drawdown chart below to compare losses from any high point for LSSIX and PNSAX.
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Drawdown Indicators
| LSSIX | PNSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.41% | -69.47% | -13.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.96% | -14.00% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -37.42% | -38.77% | +1.35% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -38.77% | +0.25% |
Current DrawdownCurrent decline from peak | -10.77% | -14.00% | +3.23% |
Average DrawdownAverage peak-to-trough decline | -34.70% | -23.68% | -11.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.32% | 4.00% | +3.32% |
Volatility
LSSIX vs. PNSAX - Volatility Comparison
The current volatility for Loomis Sayles Small Cap Growth Fund (LSSIX) is 7.42%, while Putnam Small Cap Growth Fund (PNSAX) has a volatility of 9.02%. This indicates that LSSIX experiences smaller price fluctuations and is considered to be less risky than PNSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSSIX | PNSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 9.02% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 14.10% | 16.97% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.08% | 24.41% | +1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.27% | 22.96% | -0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 23.38% | -0.71% |