LSSIX vs. VINIX
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Performance
LSSIX vs. VINIX - Performance Comparison
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LSSIX vs. VINIX - 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% |
VINIX Vanguard Institutional Index Fund Institutional Shares | -7.06% | 17.85% | 26.28% | 25.77% | -18.15% | 28.67% | 18.40% | 31.46% | -4.42% | 21.79% |
Returns By Period
In the year-to-date period, LSSIX achieves a -3.32% return, which is significantly higher than VINIX's -7.06% return. Over the past 10 years, LSSIX has underperformed VINIX with an annualized return of 10.01%, while VINIX has yielded a comparatively higher 13.80% 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%
VINIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.60%
- 1Y
- 14.42%
- 3Y*
- 17.55%
- 5Y*
- 11.53%
- 10Y*
- 13.80%
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LSSIX vs. VINIX - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Return for Risk
LSSIX vs. VINIX — Risk / Return Rank
LSSIX
VINIX
LSSIX vs. VINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Growth Fund (LSSIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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 | VINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.84 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.30 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.09 | 1.06 | -1.15 |
Martin ratioReturn relative to average drawdown | -0.29 | 5.13 | -5.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LSSIX | VINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.84 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.69 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.77 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.58 | -0.31 |
Correlation
The correlation between LSSIX and VINIX is 0.80, 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. VINIX - Dividend Comparison
LSSIX's dividend yield for the trailing twelve months is around 7.89%, more than VINIX's 2.88% 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% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.88% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
Drawdowns
LSSIX vs. VINIX - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -83.41%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LSSIX and VINIX.
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Drawdown Indicators
| LSSIX | VINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.41% | -55.19% | -28.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.96% | -12.12% | -1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -37.42% | -24.51% | -12.91% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -33.79% | -4.73% |
Current DrawdownCurrent decline from peak | -10.77% | -8.90% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -34.70% | -8.56% | -26.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.32% | 2.49% | +4.83% |
Volatility
LSSIX vs. VINIX - Volatility Comparison
Loomis Sayles Small Cap Growth Fund (LSSIX) has a higher volatility of 7.42% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 4.24%. This indicates that LSSIX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSSIX | VINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 4.24% | +3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 14.10% | 9.08% | +5.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.08% | 18.13% | +7.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.27% | 16.85% | +5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 18.02% | +4.65% |