NOIAX vs. LSIIX
Compare and contrast key facts about Natixis Funds Trust I Oakmark International Fund (NOIAX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX).
NOIAX is managed by Natixis. It was launched on Dec 14, 2010. LSIIX is managed by Natixis. It was launched on Dec 31, 1996.
Performance
NOIAX vs. LSIIX - Performance Comparison
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NOIAX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOIAX Natixis Funds Trust I Oakmark International Fund | -9.16% | 32.80% | -5.28% | 18.93% | -15.88% | 8.73% | 4.06% | 24.35% | -24.20% | 29.57% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -1.33% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
Returns By Period
In the year-to-date period, NOIAX achieves a -9.16% return, which is significantly lower than LSIIX's -1.33% return. Over the past 10 years, NOIAX has outperformed LSIIX with an annualized return of 5.95%, while LSIIX has yielded a comparatively lower 3.12% annualized return.
NOIAX
- 1D
- 0.32%
- 1M
- -13.60%
- YTD
- -9.16%
- 6M
- -5.15%
- 1Y
- 11.44%
- 3Y*
- 5.89%
- 5Y*
- 2.68%
- 10Y*
- 5.95%
LSIIX
- 1D
- 0.10%
- 1M
- -2.89%
- YTD
- -1.33%
- 6M
- -0.93%
- 1Y
- 1.92%
- 3Y*
- 3.71%
- 5Y*
- 0.80%
- 10Y*
- 3.12%
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NOIAX vs. LSIIX - Expense Ratio Comparison
NOIAX has a 1.15% expense ratio, which is higher than LSIIX's 0.54% expense ratio.
Return for Risk
NOIAX vs. LSIIX — Risk / Return Rank
NOIAX
LSIIX
NOIAX vs. LSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Funds Trust I Oakmark International Fund (NOIAX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX). 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.
| NOIAX | LSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.57 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.89 | 0.80 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.11 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.33 | -0.34 |
Martin ratioReturn relative to average drawdown | 3.95 | 4.39 | -0.44 |
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
| NOIAX | LSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.57 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.16 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.71 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 1.14 | -0.89 |
Correlation
The correlation between NOIAX and LSIIX is 0.24, 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.
Dividends
NOIAX vs. LSIIX - Dividend Comparison
NOIAX's dividend yield for the trailing twelve months is around 3.42%, more than LSIIX's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOIAX Natixis Funds Trust I Oakmark International Fund | 3.42% | 3.11% | 2.96% | 1.72% | 1.77% | 1.55% | 0.24% | 2.99% | 4.56% | 1.04% | 2.07% | 2.77% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 2.97% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
Drawdowns
NOIAX vs. LSIIX - Drawdown Comparison
The maximum NOIAX drawdown since its inception was -53.97%, which is greater than LSIIX's maximum drawdown of -20.77%. Use the drawdown chart below to compare losses from any high point for NOIAX and LSIIX.
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Drawdown Indicators
| NOIAX | LSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.97% | -20.77% | -33.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.34% | -3.23% | -11.11% |
Max Drawdown (5Y)Largest decline over 5 years | -38.21% | -15.62% | -22.59% |
Max Drawdown (10Y)Largest decline over 10 years | -53.97% | -15.62% | -38.35% |
Current DrawdownCurrent decline from peak | -14.07% | -2.89% | -11.18% |
Average DrawdownAverage peak-to-trough decline | -11.64% | -2.42% | -9.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 0.98% | +3.13% |
Volatility
NOIAX vs. LSIIX - Volatility Comparison
Natixis Funds Trust I Oakmark International Fund (NOIAX) has a higher volatility of 5.87% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.36%. This indicates that NOIAX's price experiences larger fluctuations and is considered to be riskier than LSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NOIAX | LSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 1.36% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 2.75% | +8.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.24% | 4.75% | +15.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.27% | 5.23% | +15.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 4.51% | +17.91% |