Putnam Short Duration Fund Manager Performance Evaluation
| PSDTX Fund | USD 10.12 0.01 0.1% |
The fund holds a Beta of -0.0112, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Putnam Short are expected to decrease at a much lower rate. During the bear market, Putnam Short is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Short Duration are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnam Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 22nd of November 2022 | |
| Expense Ratio | 0.4200 |
Putnam |
Putnam Short Relative Risk vs. Return Landscape
If you would invest 1,006 in Putnam Short Duration on September 14, 2024 and sell it today you would earn a total of 6.00 from holding Putnam Short Duration or generate 0.6% return on investment over 90 days. Putnam Short Duration is currently producing 0.0095% returns and takes up 0.0771% volatility of returns over 90 trading days. Put another way, 0% 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 Short Current Valuation
Overvalued
Today
Please note that Putnam Short's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Putnam Short Duration holds a recent Real Value of $9.91 per share. The prevailing price of the fund is $10.12. We determine the value of Putnam Short Duration 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 Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Short'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 10.12 | Real 9.91 | Hype 10.12 |
The intrinsic value of Putnam Short'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 Short'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 Short Duration 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 Short more accurately as focusing exclusively on Putnam Short's fundamentals will not take into account other important factors: Putnam Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Short Duration, and traders can use it to determine the average amount a Putnam Short'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 = 0.1228
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| PSDTX |
Based on monthly moving average Putnam Short is performing at about 9% 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 Putnam Short by adding it to a well-diversified portfolio.
Putnam Short Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Short, and Putnam Short 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.
| Total Asset | 3.03 B | ||||
About Putnam Short Performance
Evaluating Putnam Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Short 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 Short 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 in a diversified portfolio of fixed income securities comprised of short duration, investment-grade money market and other fixed income securities. It may also invest in U.S. dollar-denominated foreign securities of these types. Under normal circumstances, the effective duration of the funds portfolio will generally not be greater than one year.Things to note about Putnam Short Duration performance evaluation
Checking the ongoing alerts about Putnam Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 28.27% of its assets in cash |
- Analyzing Putnam Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Short's mutual fund. These opinions can provide insight into Putnam Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Short 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 Short security.
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