VNSYX vs. LSIIX
Compare and contrast key facts about Natixis Vaughan Nelson Select Fund (VNSYX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX).
VNSYX is managed by Natixis. It was launched on Jun 29, 2012. LSIIX is managed by Natixis. It was launched on Dec 31, 1996.
Performance
VNSYX vs. LSIIX - Performance Comparison
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VNSYX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VNSYX Natixis Vaughan Nelson Select Fund | -5.26% | 13.11% | 10.69% | 22.23% | -16.65% | 39.78% | 18.57% | 27.85% | -4.74% | 23.83% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -1.13% | 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, VNSYX achieves a -5.26% return, which is significantly lower than LSIIX's -1.13% return. Over the past 10 years, VNSYX has outperformed LSIIX with an annualized return of 12.45%, while LSIIX has yielded a comparatively lower 3.14% annualized return.
VNSYX
- 1D
- 3.40%
- 1M
- -5.80%
- YTD
- -5.26%
- 6M
- -5.37%
- 1Y
- 13.22%
- 3Y*
- 9.89%
- 5Y*
- 8.85%
- 10Y*
- 12.45%
LSIIX
- 1D
- 0.21%
- 1M
- -2.11%
- YTD
- -1.13%
- 6M
- -0.93%
- 1Y
- 1.72%
- 3Y*
- 3.78%
- 5Y*
- 0.79%
- 10Y*
- 3.14%
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VNSYX vs. LSIIX - Expense Ratio Comparison
VNSYX has a 0.85% expense ratio, which is higher than LSIIX's 0.54% expense ratio.
Return for Risk
VNSYX vs. LSIIX — Risk / Return Rank
VNSYX
LSIIX
VNSYX vs. LSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Vaughan Nelson Select Fund (VNSYX) 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.
| VNSYX | LSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.55 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.77 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.10 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.02 | 1.33 | -1.31 |
Martin ratioReturn relative to average drawdown | 0.06 | 4.32 | -4.27 |
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
| VNSYX | LSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.55 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.16 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.71 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 1.14 | -0.35 |
Correlation
The correlation between VNSYX and LSIIX is 0.20, 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
VNSYX vs. LSIIX - Dividend Comparison
VNSYX's dividend yield for the trailing twelve months is around 9.85%, more than LSIIX's 2.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNSYX Natixis Vaughan Nelson Select Fund | 9.85% | 9.33% | 0.00% | 0.14% | 1.18% | 36.73% | 7.14% | 8.46% | 10.64% | 8.55% | 1.89% | 2.26% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 2.96% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
Drawdowns
VNSYX vs. LSIIX - Drawdown Comparison
The maximum VNSYX drawdown since its inception was -33.15%, which is greater than LSIIX's maximum drawdown of -20.77%. Use the drawdown chart below to compare losses from any high point for VNSYX and LSIIX.
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Drawdown Indicators
| VNSYX | LSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.15% | -20.77% | -12.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -3.23% | -8.62% |
Max Drawdown (5Y)Largest decline over 5 years | -23.91% | -15.62% | -8.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.15% | -15.62% | -17.53% |
Current DrawdownCurrent decline from peak | -8.86% | -2.69% | -6.17% |
Average DrawdownAverage peak-to-trough decline | -4.19% | -2.42% | -1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.80% | 0.99% | +5.81% |
Volatility
VNSYX vs. LSIIX - Volatility Comparison
Natixis Vaughan Nelson Select Fund (VNSYX) has a higher volatility of 5.62% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.40%. This indicates that VNSYX'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
| VNSYX | LSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 1.40% | +4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 2.73% | +8.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 4.75% | +16.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.74% | 5.23% | +12.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 4.51% | +13.55% |