Loomis Sayles Financials
| LSBDX Fund | USD 11.24 0.02 0.18% |
Loomis |
Please note that past performance is not an indicator of the future performance of Loomis Sayles, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Loomis Sayles Fund Summary
Loomis Sayles competes with Metropolitan West, Harbor Bond, Doubleline Total, Fidelity Advisor, and Dodge Income. Under normal circumstances, the fund will invest at least 80 percent of its net assets in fixed-income securities. It will normally invest at least 55 percent of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35 percent of its assets in below investment-grade fixed-income securities and up to 20 percent of its assets in equity securities, such as common stocks and preferred stocks.Specialization | Multisector Bond, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5434958402 |
| Business Address | Loomis Sayles Funds |
| Mutual Fund Family | Loomis Sayles Funds |
| Mutual Fund Category | Multisector Bond |
| Benchmark | NYSE Composite |
| Phone | 800 633 3330 |
| Currency | USD - US Dollar |
You should never invest in Loomis Sayles Bond without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Loomis Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Loomis Sayles' prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Loomis Sayles Key Financial Ratios
Generally speaking, Loomis Sayles' financial ratios allow both analysts and investors to convert raw data from Loomis Sayles' financial statements into concise, actionable information that can be used to evaluate the performance of Loomis Sayles over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Loomis Sayles Bond reports annually and quarterly.Loomis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Loomis Sayles's current stock value. Our valuation model uses many indicators to compare Loomis Sayles value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Loomis Sayles competition to find correlations between indicators driving Loomis Sayles's intrinsic value. More Info.Loomis Sayles Bond is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Loomis Sayles Bond is roughly 6.40 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Loomis Sayles by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Loomis Sayles' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Loomis Sayles' earnings, one of the primary drivers of an investment's value.Loomis Sayles Bond Systematic Risk
Loomis Sayles' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Loomis Sayles volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Loomis Sayles Bond correlated with the market. If Beta is less than 0 Loomis Sayles generally moves in the opposite direction as compared to the market. If Loomis Sayles Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Loomis Sayles Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Loomis Sayles is generally in the same direction as the market. If Beta > 1 Loomis Sayles moves generally in the same direction as, but more than the movement of the benchmark.
Loomis Sayles April 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Loomis Sayles help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Loomis Sayles Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Loomis Sayles Bond based on widely used predictive technical indicators. In general, we focus on analyzing Loomis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Loomis Sayles's daily price indicators and compare them against related drivers.
| Information Ratio | (0.30) | |||
| Maximum Drawdown | 1.57 | |||
| Value At Risk | (0.78) | |||
| Potential Upside | 0.4386 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Loomis Sayles Bond. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Loomis Sayles Bond information on this page should be used as a complementary analysis to other Loomis Sayles' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.