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Asset Comparison and Correlation

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Investment horizon: 
  30 Days    Login   to change
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 Loomis Sayles Bond Retail  vs   Putnam Diversified Income A
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Daily Returns (%)
LSBRX   PDINX   
 
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Timeline
Assuming 30 trading days horizon, Loomis Sayles Bond Retail is expected to generate about the same return on investment as Putnam Diversified Income A.But, Loomis Sayles Bond Retail is 1.28 times less risky than Putnam. It trades about 0.06 of its potential returns per unit of risk. Putnam Diversified Income A is currently generating about 0.04 per unit of risk. If you would invest  791  in Putnam Diversified Income A on April 24, 2013 and sell it today you would earn a total of  2.00  from holding Putnam Diversified Income A or generate 0.25% return on investment over 30 days.

Diversification

Modest diversification
Overlapping area represents amount of risk that can be diversified away by holding Loomis Sayles Bond Retail and Putnam Diversified Income A in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.26
Parameters
Time Period1 Month [change]
DirectionPositive PDINX Moved Up vs LSBRX
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
LSBRX   PDINX   

Loomis Sayles Bond Retail

Alpha
 
Profile
    
Loomis
Performance
2
Out Of
100
Over 30
Days
?
98% of all equities and portfolios perform better than Loomis Sayles Bond Retail. Compared with the overall equity markets, risk-adjusted returns on investments in Loomis Sayles Bond Retail are ranked lower than 2 (%) of all global equities and portfolios over the last 30 days.
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Match-ups for Loomis

PIMCO Income C vs. Loomis Sayles Bond Retail
PIMCO Income A vs. Loomis Sayles Bond Retail
PIMCO Income Instl vs. Loomis Sayles Bond Retail
PIMCO Income R vs. Loomis Sayles Bond Retail
PIMCO Income D vs. Loomis Sayles Bond Retail
PIMCO Income P vs. Loomis Sayles Bond Retail
PIMCO Income Adm vs. Loomis Sayles Bond Retail
Loomis Sayles Bond N vs. Loomis Sayles Bond Retail
Loomis Sayles Bond Admin vs. Loomis Sayles Bond Retail
  

Putnam Diversified Income A

Alpha
 
Profile
    
Putnam
Performance
2
Out Of
100
Over 30
Days
?
98% of all equities and portfolios perform better than Putnam Diversified Income A. Compared with the overall equity markets, risk-adjusted returns on investments in Putnam Diversified Income A are ranked lower than 2 (%) of all global equities and portfolios over the last 30 days.
Check Performance
Backtest
Predict Price
    

Match-ups for Putnam

PIMCO Income C vs. Putnam Diversified Income A
PIMCO Income A vs. Putnam Diversified Income A
PIMCO Income Instl vs. Putnam Diversified Income A
PIMCO Income R vs. Putnam Diversified Income A
PIMCO Income D vs. Putnam Diversified Income A
PIMCO Income P vs. Putnam Diversified Income A
PIMCO Income Adm vs. Putnam Diversified Income A
Loomis Sayles Bond Retail vs. Putnam Diversified Income A
Loomis Sayles Bond N vs. Putnam Diversified Income A
Loomis Sayles Bond Admin vs. Putnam Diversified Income A


 
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