Putnam Sustainable Leaders Etf One Year Return
Putnam Sustainable Leaders fundamentals help investors to digest information that contributes to Putnam Sustainable's financial success or failures. It also enables traders to predict the movement of Putnam Etf. The fundamental analysis module provides a way to measure Putnam Sustainable'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 Sustainable etf.
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Putnam Sustainable Leaders ETF One Year Return Analysis
Putnam Sustainable'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 Sustainable One Year Return | 33.80 % |
Most of Putnam Sustainable'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 Sustainable Leaders 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 Sustainable Leaders has an One Year Return of 33.8%. This is much higher than that of the Putnam family and significantly higher than that of the Large Growth category. The one year return for all United States etfs 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 Sustainable's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Putnam Sustainable could also be used in its relative valuation, which is a method of valuing Putnam Sustainable by comparing valuation metrics of similar companies.Putnam Sustainable is currently under evaluation in one year return as compared to similar ETFs.
Fund Asset Allocation for Putnam Sustainable
The fund consists of 96.03% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides Putnam Sustainable's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Putnam Fundamentals
| Beta | 1.04 | |||
| Total Asset | 5.57 M | |||
| One Year Return | 33.80 % | |||
| Three Year Return | 8.60 % | |||
| Net Asset | 5.57 M | |||
| Equity Positions Weight | 96.03 % |
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
The market value of Putnam Sustainable is measured differently than its book value, which is the value of Putnam that is recorded on the company's balance sheet. Investors also form their own opinion of Putnam Sustainable's value that differs from its market value or its book value, called intrinsic value, which is Putnam Sustainable's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Putnam Sustainable's market value can be influenced by many factors that don't directly affect Putnam Sustainable's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Putnam Sustainable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Putnam Sustainable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Putnam Sustainable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.