George Putnam Balanced Fund Manager Performance Evaluation
| PGEJX Fund | USD 25.67 0.05 0.19% |
The fund retains a Market Volatility (i.e., Beta) of 0.52, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, George Putnam's returns are expected to increase less than the market. However, during the bear market, the loss of holding George Putnam is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in George Putnam Balanced are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking indicators, George Putnam is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6100 |
George |
George Putnam Relative Risk vs. Return Landscape
If you would invest 2,555 in George Putnam Balanced on September 21, 2024 and sell it today you would earn a total of 12.00 from holding George Putnam Balanced or generate 0.47% return on investment over 90 days. George Putnam Balanced is currently producing 0.0087% returns and takes up 0.5046% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than George, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
George Putnam Current Valuation
Fairly Valued
Today
Please note that George Putnam's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. George Putnam Balanced retains a regular Real Value of $25.74 per share. The prevalent price of the fund is $25.67. We determine the value of George Putnam Balanced from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since George Putnam is currently traded on the exchange, buyers and sellers on that exchange determine the market value of George Mutual Fund. However, George Putnam'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 25.67 | Real 25.74 | Hype 25.67 |
The intrinsic value of George Putnam'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 George Putnam'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 George Putnam Balanced helps investors to forecast how George 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 George Putnam more accurately as focusing exclusively on George Putnam's fundamentals will not take into account other important factors: George Putnam Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for George Putnam's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as George Putnam Balanced, and traders can use it to determine the average amount a George Putnam'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 = 0.0172
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PGEJX |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average George Putnam 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 George Putnam by adding it to a well-diversified portfolio.
George Putnam Fundamentals Growth
George Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of George Putnam, and George Putnam 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 George Mutual Fund performance.
| Price To Earning | 20.11 X | ||||
| Price To Book | 2.52 X | ||||
| Price To Sales | 1.90 X | ||||
| Total Asset | 1.62 B | ||||
About George Putnam Performance
Evaluating George Putnam's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if George Putnam has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if George Putnam has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests mainly in a combination of bonds and common stocks of large U.S. companies, with a greater focus on common stocks. For example, the managers may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company.Things to note about George Putnam Balanced performance evaluation
Checking the ongoing alerts about George Putnam for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for George Putnam Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating George Putnam's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate George Putnam's mutual fund performance include:- Analyzing George Putnam'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 George Putnam's stock is overvalued or undervalued compared to its peers.
- Examining George Putnam'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 George Putnam's management team can have a significant impact on its success or failure. Reviewing the track record and experience of George Putnam's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of George Putnam's mutual fund. These opinions can provide insight into George Putnam's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |