Correlation Between Loomis Sayles and Inflation Protected

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Can any of the company-specific risk be diversified away by investing in both Loomis Sayles and Inflation Protected at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Loomis Sayles and Inflation Protected into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Loomis Sayles Inflation and Inflation Protected Bond Fund, you can compare the effects of market volatilities on Loomis Sayles and Inflation Protected and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Loomis Sayles with a short position of Inflation Protected. Check out your portfolio center. Please also check ongoing floating volatility patterns of Loomis Sayles and Inflation Protected.

Diversification Opportunities for Loomis Sayles and Inflation Protected

0.81
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Loomis and Inflation is 0.81. Overlapping area represents the amount of risk that can be diversified away by holding Loomis Sayles Inflation and Inflation Protected Bond Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Inflation Protected and Loomis Sayles is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Loomis Sayles Inflation are associated (or correlated) with Inflation Protected. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Inflation Protected has no effect on the direction of Loomis Sayles i.e., Loomis Sayles and Inflation Protected go up and down completely randomly.

Pair Corralation between Loomis Sayles and Inflation Protected

Assuming the 90 days horizon Loomis Sayles is expected to generate 2.16 times less return on investment than Inflation Protected. But when comparing it to its historical volatility, Loomis Sayles Inflation is 2.53 times less risky than Inflation Protected. It trades about 0.08 of its potential returns per unit of risk. Inflation Protected Bond Fund is currently generating about 0.07 of returns per unit of risk over similar time horizon. If you would invest  1,064  in Inflation Protected Bond Fund on August 22, 2025 and sell it today you would earn a total of  21.00  from holding Inflation Protected Bond Fund or generate 1.97% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Loomis Sayles Inflation  vs.  Inflation Protected Bond Fund

 Performance 
       Timeline  
Loomis Sayles Inflation 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Loomis Sayles Inflation are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Loomis Sayles is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Inflation Protected 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Inflation Protected Bond Fund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Inflation Protected is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Loomis Sayles and Inflation Protected Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Loomis Sayles and Inflation Protected

The main advantage of trading using opposite Loomis Sayles and Inflation Protected positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Loomis Sayles position performs unexpectedly, Inflation Protected can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Inflation Protected will offset losses from the drop in Inflation Protected's long position.
The idea behind Loomis Sayles Inflation and Inflation Protected Bond Fund pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

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