George Putnam Competition
| PGEJX Fund | USD 25.72 0.56 2.13% |
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George |
George Putnam Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between George Putnam and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of George and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of George Putnam Balanced does not affect the price movement of the other competitor.
| 0.95 | 0.93 | 0.0 | 0.95 | 0.83 | BBINX | ||
| 0.95 | 0.9 | 0.0 | 0.96 | 0.71 | USCBX | ||
| 0.93 | 0.9 | 0.0 | 0.96 | 0.73 | PRFHX | ||
| 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | AGRXX | ||
| 0.95 | 0.96 | 0.96 | 0.0 | 0.66 | FHYIX | ||
| 0.83 | 0.71 | 0.73 | 0.0 | 0.66 | DHGCX | ||
| Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between George Mutual Fund performing well and George Putnam Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze George Putnam's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BBINX | 0.13 | (0.02) | 0.00 | 0.49 | 0.00 | 0.29 | 1.07 | |||
| USCBX | 0.17 | (0.01) | 0.00 | 0.21 | 0.00 | 0.39 | 1.74 | |||
| PRFHX | 0.17 | (0.03) | 0.00 | 0.50 | 0.00 | 0.44 | 1.61 | |||
| AGRXX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| FHYIX | 0.19 | (0.02) | 0.00 | 0.41 | 0.00 | 0.43 | 1.85 | |||
| DHGCX | 0.14 | (0.03) | 0.00 | (0.84) | 0.00 | 0.31 | 0.96 |
George Putnam Competitive Analysis
The better you understand George Putnam competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, George Putnam's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across George Putnam's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
George Putnam Competition Performance Charts
Five steps to successful analysis of George Putnam Competition
George Putnam's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by George Putnam Balanced in relation to its competition. George Putnam's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of George Putnam in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact George Putnam's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to George Putnam Balanced, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your George Putnam position
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A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 constituents at this time.
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Other Information on Investing in George Mutual Fund
George Putnam financial ratios help investors to determine whether George Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in George with respect to the benefits of owning George Putnam security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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