Loomis Sayles Competition

NEZNX Fund

USD 12.31 0.03 0.24%

Loomis Sayles Strategic competes with Metropolitan West, Federated Institutional, Artisan High, Siit High, and Valic Company; as well as few others. The fund is listed under Multisector Bond category and is part of Natixis Funds family. Analyzing Loomis Sayles competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Loomis Sayles to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Loomis Sayles Correlation with its peers.

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Hype

Prediction

Low	Estimated	High
12.04	12.28	12.52

Details

Intrinsic

Valuation

Low	Real	High
12.03	12.27	12.51

Details

Loomis Sayles Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Loomis Sayles and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Loomis and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Loomis Sayles Strategic does not affect the price movement of the other competitor.

	MWHIX	FIHLX	ARTFX	SGYAX	VHYLX	MFHVX
MWHIX		0.91	0.74	0.67	0.77	0.46	MWHIX
FIHLX	0.91		0.88	0.82	0.93	0.72	FIHLX
ARTFX	0.74	0.88		0.97	0.89	0.9	ARTFX
SGYAX	0.67	0.82	0.97		0.82	0.89	SGYAX
VHYLX	0.77	0.93	0.89	0.82		0.81	VHYLX
MFHVX	0.46	0.72	0.9	0.89	0.81		MFHVX
	MWHIX	FIHLX	ARTFX	SGYAX	VHYLX	MFHVX

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Risk-Adjusted Indicators

There is a big difference between Loomis Mutual Fund performing well and Loomis Sayles Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Loomis Sayles' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MWHIX	0.10	0.01	(0.69)	1.63	(0.19)	0.22	(0.21)	0.65
FIHLX	0.11	0.01	(0.62)	0.41	(0.20)	0.34	(0.22)	0.67
ARTFX	0.12	0.03	(0.56)	0.58	(0.21)	0.33	(0.22)	1.01
SGYAX	0.14	0.02	(0.47)	0.44	(0.25)	0.28	(0.14)	1.28
VHYLX	0.12	0.01	(0.50)	0.17	(0.19)	0.28	(0.14)	0.83
MFHVX	0.11	0.00	(0.46)	0.15	(0.16)	0.24	(0.12)	0.71

Unable to evaluate fundamental data of [MWHIX, FIHLX, ARTFX, SGYAX, VHYLX, MFHVX] at this time. Please try again later

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Loomis Sayles Competitive Analysis

The better you understand Loomis Sayles competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Loomis Sayles' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Loomis Sayles' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	NEZNX	MWHIX	FIHLX	ARTFX	SGYAX	VHYLX	MFHVX
	0.24 12.31 Loomis	0.11 9.37 Metropolitan	0.11 8.95 FEDERATED	0.22 9.17 Artisan	0.14 7.18 Siit	0.14 7.29 Valic	0.12 8.56 Mesirow
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	OK	OK	Solid	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell
Net Asset	8.57 B	532.56 M	6.77 B	6.53 B	2.94 B	611.96 M	66.73 M
Minimum Initial Investment	N/A	3 M	N/A	N/A	100 K	N/A	N/A
Price To Book	2.18 X	N/A	N/A	N/A	0.40 X	N/A	N/A
Five Year Return	2.10 %	4.35 %	4.01 %	6.24 %	5.76 %	N/A	5.92 %
One Year Return	14.66 %	11.46 %	11.39 %	12.57 %	13.77 %	N/A	13.22 %
Last Dividend Paid	0.03	0.03	0.04	0.04	0.05	0.31	0.05
Price To Earning	16.55 X	N/A	N/A	N/A	11.94 X	N/A	N/A
Price To Sales	1.54 X	0.63 X	N/A	N/A	0.24 X	N/A	N/A
Cash Position Weight	6.68 %	8.38 %	1.53 %	11.91 %	1.94 %	3.82 %	4.50 %
Equity Positions Weight	2.42 %	0.06 %	0.53 %	N/A	1.75 %	0.42 %	1.17 %
Three Year Return	0.88 %	2.24 %	2.60 %	4.22 %	3.56 %	N/A	3.50 %
Annual Yield	0.06 %	0.07 %	0.06 %	0 %	0.10 %	N/A	0 %
Year To Date Return	7.59 %	6.93 %	6.48 %	8.11 %	9.13 %	N/A	9.55 %
Bond Positions Weight	12.27 %	89.86 %	10.15 %	19.23 %	93.61 %	92.50 %	14.01 %
Ten Year Return	5.08 %	5.79 %	6.85 %	N/A	6.50 %	N/A	N/A
Day Typical Price	12.31	9.37	8.95	9.17	7.18	7.29	8.56
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.03	0.01	0.01	0.02	0.01	0.01	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	12.31	9.37	8.95	9.17	7.18	7.29	8.56
Price Action Indicator	0.015	0.005	0.005	0.01	0.005	0.005	0.005
Relative Strength Index	64.38	67.47	78.69	77.89	69.44	71.98	81.13
Coefficient Of Variation	814.7	702.91	673.37	407.3	525.13	561.4	655.28
Mean Deviation	0.1745	0.096	0.1091	0.1201	0.1395	0.1187	0.1071
Jensen Alpha	0.011	0.009	0.0088	0.0256	0.0227	0.0058	0.003
Total Risk Alpha	(0.02)	(0.01)	(0.01)	0.0063	(0)	(0.01)	(0.01)
Sortino Ratio	(0.39)	(0.69)	(0.62)	(0.56)	(0.47)	(0.50)	(0.46)
Downside Variance	0.0614	0.0236	0.0274	0.0225	0.032	0.0381	0.0488
Standard Deviation	0.2357	0.1381	0.1502	0.1712	0.2146	0.1539	0.1529
Kurtosis	1.17	1.98	0.9177	5.39	8.09	0.3612	3.85
Potential Upside	0.4866	0.2151	0.3363	0.3311	0.2833	0.2774	0.2364
Treynor Ratio	0.2767	1.63	0.4103	0.5782	0.4379	0.1723	0.1485
Maximum Drawdown	1.3	0.647	0.6742	1.01	1.28	0.8276	0.7063
Variance	0.0555	0.0191	0.0226	0.0293	0.0461	0.0237	0.0234
Market Risk Adjusted Performance	0.2867	1.64	0.4203	0.5882	0.4479	0.1823	0.1585
Risk Adjusted Performance	0.0715	0.0635	0.0728	0.1534	0.1202	0.0967	0.0768
Skewness	0.2003	0.9975	0.7461	1.74	2.29	(0.05)	(0.61)
Semi Deviation	0.1029	0.0	0.0	0.0	0.0	0.0	0.0
Information Ratio	(0.41)	(0.77)	(0.69)	(0.49)	(0.39)	(0.64)	(0.67)
Value At Risk	(0.33)	(0.21)	(0.22)	(0.22)	(0.14)	(0.14)	(0.12)
Expected Short fall	(0.22)	(0.19)	(0.20)	(0.21)	(0.25)	(0.19)	(0.16)
Downside Deviation	0.2477	0.1536	0.1655	0.1501	0.179	0.1953	0.2208
Semi Variance	0.0106	(0.01)	(0.01)	(0.03)	(0.03)	(0.01)	(0.01)

Loomis Sayles Competition Performance Charts

Five steps to successful analysis of Loomis Sayles Competition

Loomis Sayles' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Loomis Sayles Strategic in relation to its competition. Loomis Sayles' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Loomis Sayles in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Loomis Sayles' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Loomis Sayles Strategic, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Loomis Sayles position

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Stores

Companies providing different types of retail and wholesale services. The Stores theme has 41 constituents at this time.

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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.

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