Correlation
The correlation between NEFHX and PHIYX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
NEFHX vs. PHIYX
Compare and contrast key facts about Loomis Sayles High Income Fund (NEFHX) and PIMCO High Yield Fund (PHIYX).
NEFHX is managed by Natixis Funds. It was launched on Feb 22, 1984. PHIYX is managed by PIMCO. It was launched on Dec 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEFHX or PHIYX.
Performance
NEFHX vs. PHIYX - Performance Comparison
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Key characteristics
NEFHX:
2.38
PHIYX:
2.20
NEFHX:
3.31
PHIYX:
3.04
NEFHX:
1.60
PHIYX:
1.47
NEFHX:
1.70
PHIYX:
2.31
NEFHX:
11.30
PHIYX:
9.82
NEFHX:
0.89%
PHIYX:
0.82%
NEFHX:
4.39%
PHIYX:
3.81%
NEFHX:
-40.99%
PHIYX:
-32.73%
NEFHX:
-0.55%
PHIYX:
0.00%
Returns By Period
In the year-to-date period, NEFHX achieves a 1.82% return, which is significantly lower than PHIYX's 2.07% return. Over the past 10 years, NEFHX has underperformed PHIYX with an annualized return of 3.37%, while PHIYX has yielded a comparatively higher 4.43% annualized return.
NEFHX
1.82%
1.12%
1.31%
10.09%
5.19%
4.43%
3.37%
PHIYX
2.07%
1.01%
1.76%
7.61%
5.93%
4.64%
4.43%
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NEFHX vs. PHIYX - Expense Ratio Comparison
NEFHX has a 1.01% expense ratio, which is higher than PHIYX's 0.56% expense ratio.
Risk-Adjusted Performance
NEFHX vs. PHIYX — Risk-Adjusted Performance Rank
NEFHX
PHIYX
NEFHX vs. PHIYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles High Income Fund (NEFHX) and PIMCO High Yield Fund (PHIYX). 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.
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Dividends
NEFHX vs. PHIYX - Dividend Comparison
NEFHX's dividend yield for the trailing twelve months is around 6.22%, more than PHIYX's 5.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFHX Loomis Sayles High Income Fund | 6.22% | 6.95% | 7.58% | 5.97% | 4.27% | 5.15% | 4.94% | 4.91% | 4.42% | 3.35% | 5.97% | 6.90% |
PHIYX PIMCO High Yield Fund | 5.70% | 6.18% | 5.62% | 7.38% | 4.53% | 4.56% | 5.04% | 5.63% | 5.12% | 5.38% | 8.80% | 8.63% |
Drawdowns
NEFHX vs. PHIYX - Drawdown Comparison
The maximum NEFHX drawdown since its inception was -40.99%, which is greater than PHIYX's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for NEFHX and PHIYX.
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Volatility
NEFHX vs. PHIYX - Volatility Comparison
Loomis Sayles High Income Fund (NEFHX) has a higher volatility of 1.27% compared to PIMCO High Yield Fund (PHIYX) at 0.99%. This indicates that NEFHX's price experiences larger fluctuations and is considered to be riskier than PHIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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