Putnam U S Fund One Year Return
| PGVCX Fund | USD 8.21 0.01 0.12% |
Putnam U S fundamentals help investors to digest information that contributes to Putnam U's financial success or failures. It also enables traders to predict the movement of Putnam Mutual Fund. The fundamental analysis module provides a way to measure Putnam U's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Putnam U mutual fund.
Putnam |
Putnam U S Mutual Fund One Year Return Analysis
Putnam U's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Putnam U One Year Return | 2.03 % |
Most of Putnam U's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Putnam U S is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Putnam U S has an One Year Return of 2.0317%. This is 87.39% lower than that of the Putnam family and significantly higher than that of the Intermediate Core-Plus Bond category. The one year return for all United States funds is notably lower than that of the firm.
Putnam One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Putnam U's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Putnam U could also be used in its relative valuation, which is a method of valuing Putnam U by comparing valuation metrics of similar companies.Putnam U is currently under evaluation in one year return among similar funds.
Putnam Fundamentals
| Total Asset | 2.62 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 0.32 % | |||
| One Year Return | 2.03 % | |||
| Three Year Return | (5.33) % | |||
| Five Year Return | (1.92) % | |||
| Ten Year Return | 1.05 % | |||
| Net Asset | 441.87 M | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | (67.15) % |
About Putnam U Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Putnam U S's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Putnam U using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Putnam U S based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Putnam U in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Putnam U's short interest history, or implied volatility extrapolated from Putnam U options trading.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam U S. 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 main economic indicators. Note that the Putnam U S information on this page should be used as a complementary analysis to other Putnam U's statistical models used 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.