Loomis Sayles Investment Fund Manager Performance Evaluation
| LGBNX Fund | USD 9.72 0.02 0.21% |
The fund secures a Beta (Market Risk) of 0.055, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Loomis Sayles' returns are expected to increase less than the market. However, during the bear market, the loss of holding Loomis Sayles is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Loomis Sayles Investment has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Loomis Sayles is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4400 |
Loomis |
Loomis Sayles Relative Risk vs. Return Landscape
If you would invest 1,008 in Loomis Sayles Investment on September 22, 2024 and sell it today you would lose (36.00) from holding Loomis Sayles Investment or give up 3.57% of portfolio value over 90 days. Loomis Sayles Investment is currently producing negative expected returns and takes up 0.3278% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Loomis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Loomis Sayles Current Valuation
Fairly Valued
Today
Please note that Loomis Sayles' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Loomis Sayles Investment secures a last-minute Real Value of $9.76 per share. The latest price of the fund is $9.72. We determine the value of Loomis Sayles Investment from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Loomis Sayles is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Loomis Mutual Fund. However, Loomis Sayles' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.72 | Real 9.76 | Hype 9.72 | Naive 9.56 |
The intrinsic value of Loomis Sayles' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Loomis Sayles' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Loomis Sayles Investment helps investors to forecast how Loomis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Loomis Sayles more accurately as focusing exclusively on Loomis Sayles' fundamentals will not take into account other important factors: Loomis Sayles Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Loomis Sayles' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Loomis Sayles Investment, and traders can use it to determine the average amount a Loomis Sayles' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.169
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LGBNX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Loomis Sayles is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Loomis Sayles by adding Loomis Sayles to a well-diversified portfolio.
Loomis Sayles Fundamentals Growth
Loomis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Loomis Sayles, and Loomis Sayles fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Loomis Mutual Fund performance.
| Price To Earning | 6.58 X | ||||
| Price To Book | 1.45 X | ||||
| Price To Sales | 0.35 X | ||||
| Total Asset | 6.35 B | ||||
About Loomis Sayles Performance
Evaluating Loomis Sayles' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Loomis Sayles has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Loomis Sayles has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in investment grade fixed-income securities. It may invest up to 15 percent of its assets in below investment grade fixed-income securities . The fund may invest in fixed-income securities of any maturity. In connection with its principal investment strategies, it may invest up to 30 percent of its assets in U.S. dollar-denominated foreign securities, including emerging markets securities.Things to note about Loomis Sayles Investment performance evaluation
Checking the ongoing alerts about Loomis Sayles for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Loomis Sayles Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Loomis Sayles generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Loomis Sayles Investment maintains about 12.02% of its assets in cash |
- Analyzing Loomis Sayles' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Loomis Sayles' stock is overvalued or undervalued compared to its peers.
- Examining Loomis Sayles' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Loomis Sayles' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Loomis Sayles' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Loomis Sayles' mutual fund. These opinions can provide insight into Loomis Sayles' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Loomis Mutual Fund
Loomis Sayles financial ratios help investors to determine whether Loomis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Loomis with respect to the benefits of owning Loomis Sayles security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |