NEFRX vs. BND
Compare and contrast key facts about Loomis Sayles Core Plus Bond Fund (NEFRX) and Vanguard Total Bond Market ETF (BND).
NEFRX is managed by Natixis Funds. It was launched on Nov 7, 1973. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEFRX or BND.
Correlation
The correlation between NEFRX and BND is 0.83, 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
NEFRX vs. BND - Performance Comparison
Key characteristics
NEFRX:
1.01
BND:
1.26
NEFRX:
1.47
BND:
1.85
NEFRX:
1.18
BND:
1.22
NEFRX:
0.39
BND:
0.49
NEFRX:
2.37
BND:
3.20
NEFRX:
2.34%
BND:
2.05%
NEFRX:
5.50%
BND:
5.20%
NEFRX:
-20.25%
BND:
-18.84%
NEFRX:
-7.33%
BND:
-6.06%
Returns By Period
The year-to-date returns for both stocks are quite close, with NEFRX having a 3.68% return and BND slightly lower at 3.64%. Over the past 10 years, NEFRX has outperformed BND with an annualized return of 1.58%, while BND has yielded a comparatively lower 1.50% annualized return.
NEFRX
3.68%
1.22%
0.97%
5.83%
0.01%
1.58%
BND
3.64%
1.46%
1.46%
6.88%
-0.38%
1.50%
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NEFRX vs. BND - Expense Ratio Comparison
NEFRX has a 0.71% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
NEFRX vs. BND — Risk-Adjusted Performance Rank
NEFRX
BND
NEFRX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Core Plus Bond Fund (NEFRX) and Vanguard Total Bond Market ETF (BND). 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. BND - Dividend Comparison
NEFRX's dividend yield for the trailing twelve months is around 3.87%, more than BND's 3.66% 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% |
BND Vanguard Total Bond Market ETF | 3.66% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
NEFRX vs. BND - Drawdown Comparison
The maximum NEFRX drawdown since its inception was -20.25%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for NEFRX and BND. For additional features, visit the drawdowns tool.
Volatility
NEFRX vs. BND - Volatility Comparison
The current volatility for Loomis Sayles Core Plus Bond Fund (NEFRX) is 1.19%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.30%. This indicates that NEFRX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.