Putnam Retirementready Maturity Fund Manager Performance Evaluation
| PACPX Fund | 16.57 0.01 0.06% |
The fund holds a Beta of 0.0784, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Retirementready's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Retirementready is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Putnam Retirementready Maturity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Putnam Retirementready 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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Putnam Retirementready Relative Risk vs. Return Landscape
If you would invest 1,692 in Putnam Retirementready Maturity on September 26, 2024 and sell it today you would lose (35.00) from holding Putnam Retirementready Maturity or give up 2.07% of portfolio value over 90 days. Putnam Retirementready Maturity is currently producing negative expected returns and takes up 0.3315% volatility of returns over 90 trading days. Put another way, 2% 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 |
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Putnam Retirementready Current Valuation
Fairly Valued
Today
Please note that Putnam Retirementready's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Putnam Retirementready holds a recent Real Value of USD16.61 per share. The prevailing price of the fund is USD16.57. Our model determines the value of Putnam Retirementready from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Retirementready is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Retirementready'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 16.57 | Real 16.61 | Hype 16.57 |
The intrinsic value of Putnam Retirementready'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 Retirementready'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 Retirementready Maturity 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 Retirementready more accurately as focusing exclusively on Putnam Retirementready's fundamentals will not take into account other important factors: Putnam Retirementready Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Retirementready's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Retirementready Maturity, and traders can use it to determine the average amount a Putnam Retirementready'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 = -0.0984
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PACPX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Putnam Retirementready is not performing at its full potential. However, 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 Retirementready by adding Putnam Retirementready to a well-diversified portfolio.
Putnam Retirementready Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Retirementready, and Putnam Retirementready 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.
About Putnam Retirementready Performance
Evaluating Putnam Retirementready's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Retirementready 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 Retirementready 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 employs an asset allocation strategy designed for investors who are already in retirement or who plan to retire in the near future. It is designed to provide diversification among different asset classes by investing primarily its assets in ETFs that focus on investments with positive sustainability or ESG characteristics, referred to as underlying funds.Things to note about Putnam Retirementready performance evaluation
Checking the ongoing alerts about Putnam Retirementready for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Retirementready help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Putnam Retirementready generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Putnam Retirementready'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 Retirementready's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Retirementready'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 Retirementready's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Retirementready's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Retirementready's mutual fund. These opinions can provide insight into Putnam Retirementready's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Retirementready 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 Retirementready security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Transaction History View history of all your transactions and understand their impact on performance | |
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