Putnam Equity Income Fund Manager Performance Evaluation
| PEIYX Fund | USD 35.93 0.19 0.53% |
The fund holds a Beta of 0.17, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Equity is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Putnam Equity Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Putnam Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6500 |
Putnam |
Putnam Equity Relative Risk vs. Return Landscape
If you would invest 3,627 in Putnam Equity Income on September 12, 2024 and sell it today you would lose (34.00) from holding Putnam Equity Income or give up 0.94% of portfolio value over 90 days. Putnam Equity Income is currently producing negative expected returns and takes up 0.9371% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Putnam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Equity Current Valuation
Fairly Valued
Today
Please note that Putnam Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnam Equity Income holds a recent Real Value of $36.31 per share. The prevailing price of the fund is $35.93. We determine the value of Putnam Equity Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Putnam Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Equity'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 35.93 | Real 36.31 | Hype 35.93 | Naive 34.51 |
The intrinsic value of Putnam Equity'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 Putnam Equity'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 Putnam Equity Income helps investors to forecast how Putnam 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 Putnam Equity more accurately as focusing exclusively on Putnam Equity's fundamentals will not take into account other important factors: Putnam Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Equity Income, and traders can use it to determine the average amount a Putnam Equity'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 = -0.0113
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PEIYX |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Putnam Equity is not performing at its full potential. However, 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 Equity by adding Putnam Equity to a well-diversified portfolio.
Putnam Equity Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Equity, and Putnam Equity 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 Putnam Mutual Fund performance.
| Price To Earning | 17.37 X | |||
| Price To Book | 1.86 X | |||
| Price To Sales | 1.75 X | |||
| Total Asset | 16.53 B | |||
About Putnam Equity Performance
Evaluating Putnam Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Equity 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 Putnam Equity 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 common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a companys valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.Things to note about Putnam Equity Income performance evaluation
Checking the ongoing alerts about Putnam Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Putnam Equity Income generated a negative expected return over the last 90 days | |
| The fund maintains 94.29% of its assets in stocks |
- Analyzing Putnam Equity'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 Putnam Equity's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Equity'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 Putnam Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Equity's mutual fund. These opinions can provide insight into Putnam Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Equity financial ratios help investors to determine whether Putnam 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 Putnam with respect to the benefits of owning Putnam Equity security.
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