Putnam Short Financial Statements From 2010 to 2024
Putnam Short financial statements provide useful quarterly and yearly information to potential Putnam Short Duration investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Putnam Short financial statements helps investors assess Putnam Short's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Putnam Short's valuation are summarized below:Putnam Short Duration does not presently have any trending fundamental ratios for analysis.
This module can also supplement various Putnam Short Technical models . Check out Your Equity Center to better understand how to build diversified portfolios. 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 bureau of labor statistics.
Check Putnam Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Putnam main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Putnam financial statements analysis is a perfect complement when working with Putnam Short Valuation or Volatility modules.
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Putnam Short Duration Mutual Fund One Year Return Analysis
Putnam Short'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 Short One Year Return | 1.50 % |
Most of Putnam Short'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 Short Duration 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.
CompetitionBased on the recorded statements, Putnam Short Duration has an One Year Return of 1.5%. This is 90.69% lower than that of the Putnam family and significantly higher than that of the Ultrashort Bond category. The one year return for all United States funds is notably lower than that of the firm.
Putnam Short Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Short's current stock value. Our valuation model uses many indicators to compare Putnam Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Putnam Short competition to find correlations between indicators driving Putnam Short's intrinsic value. More Info.Putnam Short Duration is rated top fund in one year return among similar funds. It is rated top fund in three year return among similar funds reporting about 1.05 of Three Year Return per One Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Putnam Short by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Putnam Short's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Putnam Short's earnings, one of the primary drivers of an investment's value.Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Putnam Short Duration using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Your Equity Center to better understand how to build diversified portfolios. 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 bureau of labor statistics. Note that the Putnam Short Duration information on this page should be used as a complementary analysis to other Putnam Short'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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Other Consideration for investing in Putnam Mutual Fund
If you are still planning to invest in Putnam Short Duration check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Putnam Short's history and understand the potential risks before investing.
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