Putnam Vertible Financials
| PCVRX Fund | USD 25.55 0.27 1.05% |
Putnam |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Putnam Vertible Fund Summary
Putnam Vertible competes with Putnam Equity, Putnam Tax, Putnam Floating, Putnam High, and Putnam Floating. The fund invests mainly in convertible securities of U.S. companies. Convertible securities combine the investment characteristics of bonds and common stocks. Under normal circumstances, it invests at least 80 percent of the funds net assets in convertible securities. Convertible securities include bonds, preferred stocks and other instruments that can be converted into or exchanged for common stock or equivalent value. A significant portion of the convertible securities are below-investment-grade.Specialization | Convertibles, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Putnam Convertible Income |
| Mutual Fund Family | Putnam |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 1581 |
| Currency | USD - US Dollar |
Putnam Vertible Key Financial Ratios
Putnam Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Vertible's current stock value. Our valuation model uses many indicators to compare Putnam Vertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Putnam Vertible competition to find correlations between indicators driving Putnam Vertible's intrinsic value. More Info.Putnam Vertible Securities is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.99 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Putnam Vertible Securities is roughly 1.01 . 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 Vertible's earnings, one of the primary drivers of an investment's value.Putnam Vertible Secu Systematic Risk
Putnam Vertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Putnam Vertible volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Putnam Vertible Secu correlated with the market. If Beta is less than 0 Putnam Vertible generally moves in the opposite direction as compared to the market. If Putnam Vertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Putnam Vertible Secu is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Putnam Vertible is generally in the same direction as the market. If Beta > 1 Putnam Vertible moves generally in the same direction as, but more than the movement of the benchmark.
Putnam Vertible January 4, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Putnam Vertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Putnam Vertible Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Putnam Vertible Securities based on widely used predictive technical indicators. In general, we focus on analyzing Putnam Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Putnam Vertible's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5871 | |||
| Information Ratio | 0.0107 | |||
| Maximum Drawdown | 3.54 | |||
| Value At Risk | (0.77) | |||
| Potential Upside | 0.9512 |
Other Information on Investing in Putnam Mutual Fund
Putnam Vertible 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 Vertible security.
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