Putnam Short Annual Yield vs. Five Year Return
| PSDLX Fund | USD 10.10 0.01 0.1% |
For Putnam Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Putnam Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Putnam Short Duration utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Putnam Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Putnam Short Duration over time as well as its relative position and ranking within its peers.
Putnam |
Putnam Short Duration Five Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Short's current stock value. Our valuation model uses many indicators to compare Putnam Short value to that of its competitors to determine the firm's financial worth. Putnam Short Duration is rated top fund in annual yield among similar funds. It also is rated top fund in five year return among similar funds reporting about 11,672 of Five Year Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Putnam Short's earnings, one of the primary drivers of an investment's value.Putnam Five Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Putnam Short |
| = | 0.0002 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Putnam Short |
| = | 2.33 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Putnam Five Year Return Comparison
Putnam Short is currently under evaluation in five year return among similar funds.
Putnam Short Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Putnam Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Putnam Short will eventually generate negative long term returns. The profitability progress is the general direction of Putnam Short's change in net profit over the period of time. It can combine multiple indicators of Putnam Short, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Putnam Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Putnam Short. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Putnam Short position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Putnam Short's important profitability drivers and their relationship over time.
Use Putnam Short in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Putnam Short position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Putnam Short will appreciate offsetting losses from the drop in the long position's value.Putnam Short Pair Trading
Putnam Short Duration Pair Trading Analysis
The ability to find closely correlated positions to Putnam Short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Putnam Short when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Putnam Short - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Putnam Short Duration to buy it.
The correlation of Putnam Short is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Putnam Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Putnam Short Duration moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Putnam Short can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Putnam Short position
In addition to having Putnam Short in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Communication Services Thematic Idea Now
Communication Services
Companies that provide networking, telecom, and long distance services. The Communication Services theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Communication Services Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Putnam Mutual Fund
To fully project Putnam Short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Putnam Short Duration at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Putnam Short's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |