Loomis Sayles' market value is the price at which a share of Loomis Sayles trades on a public exchange. It measures the collective expectations of Loomis Sayles Small investors about its performance. Loomis Sayles is trading at 29.42 as of the 5th of February 2026; that is 0.84 percent down since the beginning of the trading day. The fund's open price was 29.67. With this module, you can estimate the performance of a buy and hold strategy of Loomis Sayles Small and determine expected loss or profit from investing in Loomis Sayles over a given investment horizon. Check out Loomis Sayles Correlation, Loomis Sayles Volatility and Loomis Sayles Performance module to complement your research on Loomis Sayles.
Understanding that Loomis Sayles' value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Loomis Sayles represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, Loomis Sayles' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Loomis Sayles 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Loomis Sayles' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Loomis Sayles.
0.00
11/07/2025
No Change 0.00
0.0
In 2 months and 31 days
02/05/2026
0.00
If you would invest 0.00 in Loomis Sayles on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Loomis Sayles Small or generate 0.0% return on investment in Loomis Sayles over 90 days. Loomis Sayles is related to or competes with Calvert Small, Ab Discovery, Harbor Small, Optimum Large, Fidelity Small, and Fidelity Disciplined. The fund normally will invest at least 80 percent of its net assets in the equity securities of small-cap companies, inc... More
Loomis Sayles Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Loomis Sayles' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Loomis Sayles Small upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Loomis Sayles' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Loomis Sayles' standard deviation. In reality, there are many statistical measures that can use Loomis Sayles historical prices to predict the future Loomis Sayles' volatility.
At this stage we consider Loomis Mutual Fund to be very steady. Loomis Sayles Small has Sharpe Ratio of 0.0836, which conveys that the entity had a 0.0836 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Loomis Sayles, which you can use to evaluate the volatility of the fund. Please verify Loomis Sayles' Risk Adjusted Performance of 0.0641, mean deviation of 0.7969, and Downside Deviation of 1.1 to check out if the risk estimate we provide is consistent with the expected return of 0.09%. The fund secures a Beta (Market Risk) of 1.08, which conveys a somewhat significant risk relative to the market. Loomis Sayles returns are very sensitive to returns on the market. As the market goes up or down, Loomis Sayles is expected to follow.
Auto-correlation
0.67
Good predictability
Loomis Sayles Small has good predictability. Overlapping area represents the amount of predictability between Loomis Sayles time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Loomis Sayles Small price movement. The serial correlation of 0.67 indicates that around 67.0% of current Loomis Sayles price fluctuation can be explain by its past prices.
Correlation Coefficient
0.67
Spearman Rank Test
0.57
Residual Average
0.0
Price Variance
0.37
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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.