The entity secures Beta (Market Risk) of 0.77 which conveys that as returns on market increase, Loomis returns are expected to increase less than the market. However during bear market, the loss on holding Loomis will be expected to be smaller as well.. Although it is extremely important to respect Loomis Sayles Small Cap price patterns
, it is beter to be realistic about what you can do with the information about equity historical price patterns
. The philosophy towards estimating future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators
. By analyzing Loomis Sayles Small Cap technical indicators
you can presently evaluate if the expected return of 0.15% will be sustainable into the future.
Relative Risk vs. Return Landscape
If you would invest 3,833
in Loomis Sayles Small Cap Value Instl on November 6, 2013
and sell it today you would earn a total of 112.00
from holding Loomis Sayles Small Cap Value Instl or generate 2.92%
return on investment over 30
days. Loomis Sayles Small Cap Value Instl is currently producing 0.15% returns and takes up 0.83% volatility of returns over 30 trading days. Put another way, 8% of traded equities are less volatile than the company and 95% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Assuming 30 trading days horizon, Loomis Sayles Small Cap Value Instl is expected to generate 1.48 times more return on investment than the market. However, the company is 1.48 times more volatile than its market benchmark. It trades about 0.18 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.07 per unit of risk.
Manager Realized Returns
The manager has over 20 years of investment experience as both a portfolio manager and equity analyst. Joe is coportfolio manager for the Loomis Sayles small cap value strategy and comanager of the smallmid cap strategy. Prior to Loomis Sayles Joe spent 14 years with Banc One Investment Advisors. He started his investment career at National Bank of Detroit . Joe earned a BA from Michigan State and an MBA from Indiana University.. . The fund normally invests at least 80% of its net assets in the equity securities of "smallcap companies, " including preferred stocks, warrants, securities convertible into common or preferred stocks and other equitylike interests in an entity
Loomis Price to Book
Based on latest financial disclosure the price to book indicator of Loomis Sayles Small Cap Value Instl is roughly 1.74 times. This is 45.0% higher than that of Loomis Sayles Funds family, and 2.35% higher than that of Small Blend
category, The Price to Book for all funds is 85.11% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Loomis Year to Date Return
Loomis Sayles Small Cap Value Instl has Year to Date Return of 24.44%. This is 269.18% higher than that of Loomis Sayles Funds family, and 8.32% lower than that of Small Blend
category, The Year to Date Return for all funds is 381.1% lower than the firm.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.