Putnam Short One Year Return vs. Three Year Return
| PSDLX Fund | USD 10.10 0.00 0.00% |
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 Three Year Return vs. One Year Return 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 one year return among similar funds. It also is rated top fund in three year return among similar funds reporting about 0.72 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Putnam Short Duration is roughly 1.40 . 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 Three Year Return vs. One Year Return
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.
Putnam Short |
| = | 5.13 % |
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.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Putnam Short |
| = | 3.67 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Putnam Three Year Return Comparison
Putnam Short is currently under evaluation in three 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 Large Blend Funds Thematic Idea Now
Large Blend Funds
Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. The Large Blend Funds theme has 44 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 Large Blend Funds 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.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |