NEFRX vs. BAICX
Compare and contrast key facts about Loomis Sayles Core Plus Bond Fund (NEFRX) and BlackRock Multi-Asset Income Portfolio (BAICX).
NEFRX is managed by Natixis Funds. It was launched on Nov 7, 1973. BAICX is managed by Blackrock. It was launched on Apr 7, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEFRX or BAICX.
Correlation
The correlation between NEFRX and BAICX is 0.19, 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.
Performance
NEFRX vs. BAICX - Performance Comparison
Key characteristics
NEFRX:
1.01
BAICX:
0.71
NEFRX:
1.47
BAICX:
0.98
NEFRX:
1.18
BAICX:
1.14
NEFRX:
0.39
BAICX:
0.97
NEFRX:
2.37
BAICX:
3.62
NEFRX:
2.34%
BAICX:
1.11%
NEFRX:
5.50%
BAICX:
5.65%
NEFRX:
-20.25%
BAICX:
-33.29%
NEFRX:
-7.33%
BAICX:
-4.15%
Returns By Period
In the year-to-date period, NEFRX achieves a 3.68% return, which is significantly higher than BAICX's -1.05% return. Over the past 10 years, NEFRX has underperformed BAICX with an annualized return of 1.58%, while BAICX has yielded a comparatively higher 3.44% annualized return.
NEFRX
3.68%
1.22%
0.97%
5.83%
0.01%
1.58%
BAICX
-1.05%
-3.21%
-2.15%
4.22%
5.48%
3.44%
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NEFRX vs. BAICX - Expense Ratio Comparison
NEFRX has a 0.71% expense ratio, which is lower than BAICX's 0.81% expense ratio.
Risk-Adjusted Performance
NEFRX vs. BAICX — Risk-Adjusted Performance Rank
NEFRX
BAICX
NEFRX vs. BAICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Core Plus Bond Fund (NEFRX) and BlackRock Multi-Asset Income Portfolio (BAICX). 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
NEFRX vs. BAICX - Dividend Comparison
NEFRX's dividend yield for the trailing twelve months is around 3.87%, less than BAICX's 5.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFRX Loomis Sayles Core Plus Bond Fund | 3.87% | 3.92% | 3.59% | 3.09% | 2.14% | 2.04% | 2.52% | 2.88% | 2.68% | 3.18% | 2.59% | 3.26% |
BAICX BlackRock Multi-Asset Income Portfolio | 5.92% | 5.83% | 5.46% | 4.88% | 3.97% | 4.07% | 4.69% | 5.27% | 4.32% | 4.42% | 5.10% | 5.02% |
Drawdowns
NEFRX vs. BAICX - Drawdown Comparison
The maximum NEFRX drawdown since its inception was -20.25%, smaller than the maximum BAICX drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for NEFRX and BAICX. For additional features, visit the drawdowns tool.
Volatility
NEFRX vs. BAICX - Volatility Comparison
The current volatility for Loomis Sayles Core Plus Bond Fund (NEFRX) is 1.19%, while BlackRock Multi-Asset Income Portfolio (BAICX) has a volatility of 2.79%. This indicates that NEFRX experiences smaller price fluctuations and is considered to be less risky than BAICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.