Putnam Retirement Advantage Fund Manager Performance Evaluation
| POWYX Fund | USD 11.50 0.08 0.69% |
The fund holds a Beta of 0.0896, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Retirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Retirement is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Retirement Advantage are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnam Retirement 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 |
Putnam Retirement Relative Risk vs. Return Landscape
If you would invest 1,141 in Putnam Retirement Advantage on October 1, 2024 and sell it today you would earn a total of 9.00 from holding Putnam Retirement Advantage or generate 0.79% return on investment over 90 days. Putnam Retirement Advantage is currently producing 0.0136% returns and takes up 0.4869% volatility of returns over 90 trading days. Put another way, 4% 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 Retirement Current Valuation
Fairly Valued
Today
Please note that Putnam Retirement's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnam Retirement holds a recent Real Value of $11.51 per share. The prevailing price of the fund is $11.5. We determine the value of Putnam Retirement 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 Retirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Retirement'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 11.5 | Real 11.51 | Hype 11.5 |
The intrinsic value of Putnam Retirement'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 Retirement'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 Retirement Advantage 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 Retirement more accurately as focusing exclusively on Putnam Retirement's fundamentals will not take into account other important factors: Putnam Retirement Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Retirement's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Retirement Advantage, and traders can use it to determine the average amount a Putnam Retirement'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 = 0.028
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | POWYX |
Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Putnam Retirement is performing at about 2% 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 Retirement by adding it to a well-diversified portfolio.
Putnam Retirement Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Retirement, and Putnam Retirement 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 | 12.66 M | ||||
About Putnam Retirement Performance
Evaluating Putnam Retirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Retirement 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 Retirement 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 funds asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2035 . It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.Things to note about Putnam Retirement performance evaluation
Checking the ongoing alerts about Putnam Retirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Retirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Putnam Retirement's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Putnam Retirement's mutual fund performance include:- Analyzing Putnam Retirement'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 Retirement's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Retirement'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 Retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Retirement's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Retirement's mutual fund. These opinions can provide insight into Putnam Retirement's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Retirement 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 Retirement security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |