LSSIX vs. SPY
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and SPDR S&P 500 ETF (SPY).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSSIX or SPY.
Correlation
The correlation between LSSIX and SPY is 0.81, 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.
Performance
LSSIX vs. SPY - Performance Comparison
Key characteristics
LSSIX:
0.49
SPY:
1.87
LSSIX:
0.82
SPY:
2.52
LSSIX:
1.10
SPY:
1.35
LSSIX:
0.25
SPY:
2.81
LSSIX:
2.08
SPY:
11.69
LSSIX:
4.52%
SPY:
2.02%
LSSIX:
19.05%
SPY:
12.65%
LSSIX:
-84.40%
SPY:
-55.19%
LSSIX:
-27.40%
SPY:
0.00%
Returns By Period
In the year-to-date period, LSSIX achieves a 2.58% return, which is significantly lower than SPY's 4.58% return. Over the past 10 years, LSSIX has underperformed SPY with an annualized return of 2.32%, while SPY has yielded a comparatively higher 13.23% annualized return.
LSSIX
2.58%
-1.03%
2.65%
11.06%
1.47%
2.32%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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LSSIX vs. SPY - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LSSIX vs. SPY — Risk-Adjusted Performance Rank
LSSIX
SPY
LSSIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Growth Fund (LSSIX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
LSSIX vs. SPY - Dividend Comparison
LSSIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSIX Loomis Sayles Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LSSIX vs. SPY - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -84.40%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LSSIX and SPY. For additional features, visit the drawdowns tool.
Volatility
LSSIX vs. SPY - Volatility Comparison
Loomis Sayles Small Cap Growth Fund (LSSIX) has a higher volatility of 4.26% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that LSSIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.