VCPIX vs. LSIIX
Compare and contrast key facts about Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX).
VCPIX is managed by Vanguard. It was launched on Oct 25, 2021. LSIIX is managed by Natixis. It was launched on Dec 31, 1996.
Performance
VCPIX vs. LSIIX - Performance Comparison
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VCPIX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | -0.54% | 8.01% | 2.83% | 6.64% | -12.68% | 0.35% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -1.33% | 5.58% | 2.91% | 7.50% | -11.31% | -0.24% |
Returns By Period
In the year-to-date period, VCPIX achieves a -0.54% return, which is significantly higher than LSIIX's -1.33% return.
VCPIX
- 1D
- 0.47%
- 1M
- -2.26%
- YTD
- -0.54%
- 6M
- 0.60%
- 1Y
- 4.41%
- 3Y*
- 4.65%
- 5Y*
- —
- 10Y*
- —
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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VCPIX vs. LSIIX - Expense Ratio Comparison
VCPIX has a 0.30% expense ratio, which is lower than LSIIX's 0.54% expense ratio.
Return for Risk
VCPIX vs. LSIIX — Risk / Return Rank
VCPIX
LSIIX
VCPIX vs. LSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) 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.
| VCPIX | LSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.57 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.67 | 0.80 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.11 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.33 | +0.58 |
Martin ratioReturn relative to average drawdown | 6.39 | 4.39 | +2.00 |
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
| VCPIX | LSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.57 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.16 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 1.14 | -1.01 |
Correlation
The correlation between VCPIX and LSIIX is 0.90, 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.
Dividends
VCPIX vs. LSIIX - Dividend Comparison
VCPIX's dividend yield for the trailing twelve months is around 4.36%, more than LSIIX's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | 4.36% | 4.76% | 5.08% | 4.46% | 3.15% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
VCPIX vs. LSIIX - Drawdown Comparison
The maximum VCPIX drawdown since its inception was -17.33%, smaller than the maximum LSIIX drawdown of -20.77%. Use the drawdown chart below to compare losses from any high point for VCPIX and LSIIX.
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Drawdown Indicators
| VCPIX | LSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.33% | -20.77% | +3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -3.23% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.62% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.62% | — |
Current DrawdownCurrent decline from peak | -2.26% | -2.89% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -2.42% | -4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.98% | -0.17% |
Volatility
VCPIX vs. LSIIX - Volatility Comparison
Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) has a higher volatility of 1.55% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.36%. This indicates that VCPIX'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
| VCPIX | LSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 1.36% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 2.75% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.08% | 4.75% | -0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.75% | 5.23% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.75% | 4.51% | +1.24% |