Putnam Research Fund Manager Performance Evaluation
| PURYX Fund | USD 48.90 0.27 0.55% |
The fund holds a Beta of 0.96, which implies possible diversification benefits within a given portfolio. Putnam Research returns are very sensitive to returns on the market. As the market goes up or down, Putnam Research is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Research Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnam Research is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7900 |
Putnam |
Putnam Research Relative Risk vs. Return Landscape
If you would invest 4,634 in Putnam Research Fund on January 19, 2024 and sell it today you would earn a total of 256.00 from holding Putnam Research Fund or generate 5.52% return on investment over 90 days. Putnam Research Fund is currently producing 0.0882% returns and takes up 0.7557% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Putnam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Research Current Valuation
Undervalued
Today
Please note that Putnam Research's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Putnam Research recent Real Value cannot be determined due to lack of data. The prevailing price of Putnam Research is $48.9. We determine the value of Putnam Research from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Putnam Research Fund is useful when determining the fair value of the Putnam mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Putnam Research. Since Putnam Research is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Research's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 48.9 | Real 0.0 | Hype 0.0 | Naive 48.18 |
The real value of Putnam Mutual Fund, also known as its intrinsic value, is the underlying worth of Putnam Research Mutual Fund, which is reflected in its stock price. It is based on Putnam Research's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Putnam Research's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Putnam Research's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Putnam Research Fund helps investors to forecast how Putnam mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Putnam Research more accurately as focusing exclusively on Putnam Research's fundamentals will not take into account other important factors: Putnam Research Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Research's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Research Fund, and traders can use it to determine the average amount a Putnam Research's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1167
| Best Portfolio | Best Equity | |||
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| Cash | PURYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Putnam Research is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Putnam Research by adding it to a well-diversified portfolio.
Putnam Research Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Research, and Putnam Research fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Putnam Mutual Fund performance.
| Price To Earning | 20.11 X | |||
| Price To Book | 2.52 X | |||
| Price To Sales | 1.90 X | |||
| Total Asset | 516.48 M | |||
About Putnam Research Performance
To evaluate Putnam Research Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Putnam Research generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Putnam Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Putnam Research market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Putnam's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests mainly in common stocks of large U.S. companies that the managers believe have favorable investment potential. For example, the manager may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company. The manager may also consider other factors that the managers believe will cause the stock price to rise.Things to note about Putnam Research performance evaluation
Checking the ongoing alerts about Putnam Research for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Research help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Putnam Research's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Putnam Research's mutual fund performance include:- Analyzing Putnam Research's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Putnam Research's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Research's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Putnam Research's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Research's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Research's mutual fund. These opinions can provide insight into Putnam Research's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam Research Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the CEOs Directory module to screen CEOs from public companies around the world.