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MSTI vs. LSST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MSTI and LSST is 0.66, 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.


-0.50.00.51.00.7

Performance

MSTI vs. LSST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Madison Short-Term Strategic Income ETF (MSTI) and Natixis ETF Trust (LSST). The values are adjusted to include any dividend payments, if applicable.

0.00%0.50%1.00%1.50%2.00%SeptemberOctoberNovemberDecember2025February
1.79%
0.86%
MSTI
LSST

Key characteristics

Returns By Period


MSTI

YTD

0.76%

1M

0.61%

6M

1.79%

1Y

5.78%

5Y*

N/A

10Y*

N/A

LSST

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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MSTI vs. LSST - Expense Ratio Comparison

MSTI has a 0.40% expense ratio, which is higher than LSST's 0.38% expense ratio.


MSTI
Madison Short-Term Strategic Income ETF
Expense ratio chart for MSTI: current value at 0.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.40%
Expense ratio chart for LSST: current value at 0.38% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.38%

Risk-Adjusted Performance

MSTI vs. LSST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSTI
The Risk-Adjusted Performance Rank of MSTI is 9191
Overall Rank
The Sharpe Ratio Rank of MSTI is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTI is 9494
Sortino Ratio Rank
The Omega Ratio Rank of MSTI is 9292
Omega Ratio Rank
The Calmar Ratio Rank of MSTI is 9494
Calmar Ratio Rank
The Martin Ratio Rank of MSTI is 8484
Martin Ratio Rank

LSST
The Risk-Adjusted Performance Rank of LSST is 7979
Overall Rank
The Sharpe Ratio Rank of LSST is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of LSST is 9797
Sortino Ratio Rank
The Omega Ratio Rank of LSST is 9797
Omega Ratio Rank
The Calmar Ratio Rank of LSST is 77
Calmar Ratio Rank
The Martin Ratio Rank of LSST is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MSTI vs. LSST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Madison Short-Term Strategic Income ETF (MSTI) and Natixis ETF Trust (LSST). 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.


Sharpe ratio
The chart of Sharpe ratio for MSTI, currently valued at 2.46, compared to the broader market0.002.004.002.463.50
The chart of Sortino ratio for MSTI, currently valued at 3.72, compared to the broader market-2.000.002.004.006.008.0010.0012.003.725.92
The chart of Omega ratio for MSTI, currently valued at 1.49, compared to the broader market0.501.001.502.002.503.001.492.13
The chart of Calmar ratio for MSTI, currently valued at 4.83, compared to the broader market0.005.0010.0015.0020.004.839.37
The chart of Martin ratio for MSTI, currently valued at 12.55, compared to the broader market0.0020.0040.0060.0080.00100.0012.5535.81
MSTI
LSST


Rolling 12-month Sharpe Ratio2.002.503.003.504.004.50OctoberNovemberDecember2025February
2.46
3.50
MSTI
LSST

Dividends

MSTI vs. LSST - Dividend Comparison

MSTI's dividend yield for the trailing twelve months is around 5.50%, while LSST has not paid dividends to shareholders.


TTM2024202320222021202020192018
MSTI
Madison Short-Term Strategic Income ETF
5.50%5.47%1.55%0.00%0.00%0.00%0.00%0.00%
LSST
Natixis ETF Trust
3.13%3.44%3.85%1.93%0.90%1.98%2.66%2.59%

Drawdowns

MSTI vs. LSST - Drawdown Comparison


-1.20%-1.00%-0.80%-0.60%-0.40%-0.20%0.00%SeptemberOctoberNovemberDecember2025February
-0.07%
-0.08%
MSTI
LSST

Volatility

MSTI vs. LSST - Volatility Comparison

Madison Short-Term Strategic Income ETF (MSTI) has a higher volatility of 0.76% compared to Natixis ETF Trust (LSST) at 0.00%. This indicates that MSTI's price experiences larger fluctuations and is considered to be riskier than LSST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.20%0.40%0.60%0.80%1.00%SeptemberOctoberNovemberDecember2025February
0.76%
0
MSTI
LSST
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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