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PHK vs LSGR

Comparison between Pimco High Income Fund (PHK, ETF) and NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF).

PHK vs LSGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PHK
$845M
LSGR
$843M
Expense Ratio
PHK
N/A
LSGR
0.59%
Max Drawdown
PHK
80.92%
Winner
LSGR
22.97%
Sharpe Ratio
PHK
0.32
Winner
LSGR
0.46
5Y Beta
Winner
PHK
0.27
LSGR
1.21
P/E Ratio
PHK
N/A
LSGR
35.30
Forward P/E
PHK
N/A
LSGR
26.48
PEG Ratio
PHK
N/A
LSGR
0.65
5Y Dividends CAGR
PHK
3.40%
LSGR
N/A
5Y EPS CAGR
PHK
N/A
LSGR
39.54%
Debt to Equity
PHK
N/A
LSGR
47.00%
P/S Ratio
PHK
N/A
LSGR
7.00
P/B Ratio
PHK
N/A
LSGR
9.01

PHK vs LSGR - Historical Returns

Returns include dividend reinvestment.

1M
PHK
-1.77%
Winner
LSGR
+0.01%
3M
PHK
-3.86%
Winner
LSGR
+3.96%
6M
Winner
PHK
-1.41%
LSGR
-2.32%
1Y
PHK
+7.00%
Winner
LSGR
+11.73%
5Y(CAGR)
PHK
+2.71%
LSGR
N/A
10Y(CAGR)
PHK
+3.66%
LSGR
N/A
Max(CAGR)
PHK
+7.30%
Winner
LSGR
+21.16%

PHK vs LSGR - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearPHKLSGR
2026-2.18%-1.37%
2025+11.70%+15.76%
2024+9.25%+40.59%
2023+17.04%+12.34%
2022-15.74%N/A
2021+10.66%N/A
2020-10.14%N/A
2019+3.58%N/A
2018+21.06%N/A
2017-10.22%N/A
2016+26.69%N/A
2015-18.60%N/A
2014+7.63%N/A
2013+18.45%N/A
2012-2.52%N/A
2011+5.06%N/A
2010+40.05%N/A
2009+109.30%N/A
2008-48.02%N/A
2007-9.90%N/A
2006+21.48%N/A
2005+7.69%N/A
2004+13.66%N/A
2003+6.22%N/A

PHK vs LSGR Drawdown Comparison

The maximum drawdown for PHK was -75.29%, occurring on Nov 21, 2008. Recovery took 601 trading sessions.

The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The current PHK drawdown is -5.22%. The current LSGR drawdown is -5.19%.

RankPHKLSGR
#1-75.29%
Jun 5, 2007 - Oct 21, 2009		-22.92%
Jan 23, 2025 - Jun 24, 2025
#2-51.25%
Mar 21, 2019 - Oct 1, 2024		-18.13%
Oct 28, 2025 - Mar 27, 2026
#3-41.07%
Apr 6, 2015 - Jan 26, 2017		-12.95%
Jul 10, 2024 - Oct 8, 2024
#4-27.24%
Oct 5, 2012 - Jan 21, 2014		-11.58%
Jul 19, 2023 - Nov 20, 2023
#5-22.66%
Jun 3, 2011 - Jun 8, 2012		-8.70%
Mar 22, 2024 - Jun 5, 2024
#6-18.66%
Feb 1, 2017 - Jun 22, 2018		-6.47%
Dec 11, 2024 - Jan 23, 2025
#7-17.25%
Dec 28, 2009 - Mar 29, 2010		-3.32%
Sep 22, 2025 - Oct 27, 2025
#8-16.42%
Apr 12, 2010 - Jul 20, 2010		-3.17%
Dec 27, 2023 - Jan 10, 2024
#9-16.42%
Jul 9, 2014 - Mar 5, 2015		-3.04%
Nov 13, 2024 - Dec 4, 2024
#10-13.48%
Jan 13, 2004 - Aug 25, 2004		-2.63%
Mar 1, 2024 - Mar 20, 2024
#11-12.90%
Sep 13, 2018 - Feb 4, 2019		-2.61%
Feb 15, 2024 - Feb 22, 2024
#12-10.64%
Nov 8, 2010 - Feb 2, 2011		-2.59%
Aug 18, 2025 - Sep 9, 2025
#13-10.34%
May 19, 2003 - Nov 3, 2003		-2.57%
Oct 29, 2024 - Nov 6, 2024
#14-9.65%
Aug 9, 2010 - Oct 28, 2010		-2.49%
Jul 28, 2025 - Aug 12, 2025
#15-9.59%
Mar 26, 2025 - Jun 10, 2025		-2.11%
Feb 9, 2024 - Feb 15, 2024

Correlation

Correlation between PHK and LSGR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2003 - 2026)

PHK vs LSGR dividend yield comparison.

YearPHKLSGR
20265.29%0.00%
202511.85%0.05%
202411.85%0.08%
202311.54%0.03%
202212.18%0.00%
20219.37%0.00%
202010.62%0.00%
201910.57%0.00%
201812.09%0.00%
201713.29%0.00%
201613.54%0.00%
201516.98%0.00%
201413.00%0.00%
201312.56%0.00%
201213.96%0.00%
201112.17%0.00%
201011.51%0.00%
200913.48%0.00%
200826.45%0.00%
200721.63%0.00%
200611.23%0.00%
200510.27%0.00%
200413.14%0.00%
20035.68%0.00%

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