Putnam US (Ireland) Manager Performance Evaluation

F00000WLZB -- Ireland Fund  

EUR 15.00  0.36  2.46%

The fund holds Beta of 0.0 which implies the returns on MARKET and Putnam US are completely uncorrelated. Although it is extremely important to respect Putnam US Large current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Putnam US Large technical indicators you can presently evaluate if the expected return of 0.0465% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Putnam US Large Relative Risk vs. Return Landscape

If you would invest  1,496  in Putnam US Large Cap Growth E Acc on July 19, 2018 and sell it today you would earn a total of  4.00  from holding Putnam US Large Cap Growth E Acc or generate 0.27% return on investment over 30 days. Putnam US Large Cap Growth E Acc is generating 0.0465% of daily returns and assumes 1.7233% volatility on return distribution over the 30 days horizon. Simply put, 15% of equities are less volatile than Putnam US Large Cap Growth E Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Putnam US Large Cap Growth E Acc is expected to generate 2.36 times less return on investment than the market. In addition to that, the company is 3.12 times more volatile than its market benchmark. It trades about 0.03 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.2 per unit of volatility.

Putnam US Current Valuation

Not valued
August 18, 2018
15.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Putnam US is Unknown risk asset. Putnam US Large recent Real Value cannot be determined due to lack of data. The prevailing price of Putnam US Large is €15.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Macroaxis essentially determines value of Putnam US Large from analyzing the fund technical indicators and Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Putnam US Market Risk Analysis

Sharpe Ratio = 0.027
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Putnam US Relative Performance Indicators

Estimated Market Risk
 1.72
  actual daily
 
 85 %
of total potential
  
Expected Return
 0.05
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.03
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Putnam US is performing at about 1% 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 US by adding it to a well-diversified portfolio.

Performance Rating

Putnam US Large Cap Growth E Acc Risk Adjusted Performance Analysis
1 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Putnam US Large Cap Growth E Acc are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days.

Putnam US Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 5.78% of its assets under management (AUM) in cash
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