George Putnam Fund Manager Performance Evaluation

PGPRX Fund  USD 26.12  0.01  0.04%   
The fund retains a Market Volatility (i.e., Beta) of 0.0532, which attests to not very significant fluctuations relative to the market. 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

5 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in George Putnam Fund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, George Putnam is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio1.2100
  

George Putnam Relative Risk vs. Return Landscape

If you would invest  2,546  in George Putnam Fund on September 5, 2024 and sell it today you would earn a total of  66.00  from holding George Putnam Fund or generate 2.59% return on investment over 90 days. George Putnam Fund is currently producing 0.0426% returns and takes up 0.6229% volatility of returns over 90 trading days. Put another way, 5% 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  
Assuming the 90 days horizon George Putnam is expected to generate 3.71 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.2 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 of returns per unit of risk over similar time horizon.

George Putnam Current Valuation

Overvalued
Today
26.12
Please note that George Putnam's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. George Putnam retains a regular Real Value of $25.21 per share. The prevalent price of the fund is $26.12. We determine the value of George Putnam 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  26.12 Real  25.21 Hype  26.12 Naive  25.72
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.
25.21
Real Value
28.73
Upside
Estimating the potential upside or downside of George Putnam Fund 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
26.0426.3326.62
Details
Hype
Prediction
LowEstimatedHigh
25.5026.1226.74
Details
Naive
Forecast
LowNext ValueHigh
25.1025.7226.35
Details

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 Fund, 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 = 0.0683

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Estimated Market Risk

 0.62
  actual daily
5
95% of assets are more volatile

Expected Return

 0.04
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.07
  actual daily
5
95% of assets perform better
Based on monthly moving average George Putnam is performing at about 5% 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.

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 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 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.
It's essential to remember that evaluating George Putnam's mutual fund performance is not an exact science, and many factors can impact George Putnam's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.
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