Loomis Sayles Correlations

Mutual Funds . USA . 
Fund . Loomis Sayles Inflation
LIPNX Fund  USD 9.76  0.01  0.10%   
The current 90-days correlation between Loomis Sayles Inflation and Ab Bond Inflation is 0.65 (i.e., Poor diversification). The correlation of Loomis Sayles is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Loomis Sayles Correlation With Market

Very weak diversification

The correlation between Loomis Sayles Inflation and DJI is 0.49 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Loomis Sayles Inflation and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Loomis Sayles Inflation. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in inflation.

Moving together with Loomis Mutual Fund

  0.81LGBCX Loomis Sayles InvestmentPairCorr
  0.82LIGRX Loomis Sayles InvestmentPairCorr
  0.99LIPRX Loomis Sayles InflationPairCorr
  0.85NECRX Loomis Sayles EPairCorr
  0.67NECZX Loomis Sayles StrategicPairCorr
  0.73NECLX Loomis Sayles LimitedPairCorr
  0.71NEFLX Loomis Sayles LimitedPairCorr
  0.85NEFRX Loomis Sayles EPairCorr
  0.62NEFZX Loomis Sayles StrategicPairCorr
  0.66NELYX Loomis Sayles LimitedPairCorr
  0.83NERYX Loomis Sayles EPairCorr
  0.62LABAX Loomis Sayles StrategicPairCorr
  0.65LSBDX Loomis Sayles BondPairCorr
  0.63LSBNX Loomis Sayles BondPairCorr
  0.64LSBRX Loomis Sayles BondPairCorr
  0.62LSCNX Loomis Sayles SmallPairCorr
  0.63LSCRX Loomis Sayles SmallPairCorr
  0.68LSFIX Loomis Sayles FixedPairCorr
  0.81LSGBX Loomis Sayles GlobalPairCorr
  0.81LSGNX Loomis Sayles GlobalPairCorr
  0.65LASYX Loomis Sayles StrategicPairCorr
  0.81LSGLX Loomis Sayles GlobalPairCorr
  0.99LSGSX Loomis Sayles InflationPairCorr
  0.89LSIIX Loomis Sayles InvestmentPairCorr
  0.86LSIGX Loomis Sayles InvestmentPairCorr

Moving against Loomis Mutual Fund

  0.62LSAGX Loomis Sayles GlobalPairCorr
  0.34LGRRX Loomis Sayles GrowthPairCorr
  0.59LSGGX Loomis Sayles GlobalPairCorr
  0.54LSGRX Loomis Sayles GrowthPairCorr

Related Correlations Analysis


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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2026 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY