Asset Comparison and Correlation

Assuming 30 trading days horizon, American is expected to generate 1.13 times less return on investment than Loomis. But when comparing it to its historical volatility, American Funds Washington Mutual C is 1.16 times less risky than Loomis. It trades about 0.6 of its potential returns per unit of risk. Loomis Sayles Value Admin is currently generating about 0.59 of returns per unit of risk over similar time horizon. If you would invest  2,328  in Loomis Sayles Value Admin on April 19, 2013 and sell it today you would earn a total of  162.00  from holding Loomis Sayles Value Admin or generate 6.96% return on investment over 30 days.