Putnam Retirement Competition

Mutual Funds . USA . 
Fund . Putnam Retirement Advantage
PACJX Fund  USD 13.14  0.01  0.08%   
Putnam Retirement competes with Guinness Atkinson, Guinness Atkinson, RENN Fund, Northern Lights, and River Oak; as well as few others. The fund is listed under Target-Date 2055 category and is part of Putnam family. Analyzing Putnam Retirement competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Putnam Retirement to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Putnam Retirement Correlation with its peers.

Putnam Retirement vs Rock Oak Correlation

Very poor diversification

The correlation between Putnam Retirement Advantage and RCKSX is 0.83 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Putnam Retirement Advantage and RCKSX in the same portfolio, assuming nothing else is changed.

Moving together with Putnam Mutual Fund

  0.69PEXTX Putnam Tax ExemptPairCorr
  0.93PFJAX Putnam High YieldPairCorr
  0.84PFLLX Putnam Floating RatePairCorr
  0.84PFRYX Putnam Floating RatePairCorr
  0.84PFRZX Putnam Floating RatePairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
12.5013.1413.78
Details
Intrinsic
Valuation
LowRealHigh
12.4013.0413.68
Details
Naive
Forecast
LowNextHigh
12.4713.1013.74
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.6812.9713.25
Details

Putnam Retirement Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Putnam Retirement and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Putnam and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Putnam Retirement does not affect the price movement of the other competitor.

High positive correlations

FIRMX
+ 1.0
FRIMX
FRIMX
+ 0.93
RIVSX
FIRMX
+ 0.93
RIVSX
RIVSX
+ 0.92
GGM
FRIMX
+ 0.92
GGM
FIRMX
+ 0.92
GGM
  

High negative correlations

RCKSX
- 0.0
MASFX
FIRMX
- 0.0
MASFX
FRIMX
- 0.0
MASFX
RCKSX
- 0.0
MASNX
FIRMX
- 0.0
MASNX
FRIMX
- 0.0
MASNX

Risk-Adjusted Indicators

There is a big difference between Putnam Mutual Fund performing well and Putnam Retirement Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Putnam Retirement's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
GAAEX  0.92 (0.04)(0.03) 0.03  1.24 
(0.92)
 1.84 
(2.15)
 4.79 
IASMX  0.79  0.14  0.10  0.86  0.58 
(0.94)
 1.58 
(1.20)
 7.24 
RCG  1.29  0.06 (0.03)(0.07) 1.38 
(1.75)
 2.77 
(2.34)
 6.08 
GGM  0.64 (0.02)(0.03) 0.04  0.84 
(0.62)
 1.38 
(1.44)
 3.40 
RIVSX  0.89  0.05  0.05  0.11  0.91 
(1.07)
 2.43 
(2.00)
 5.10 
MASNX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MASFX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
FRIMX  0.16 (0.01)(0.28) 0.03  0.17 
(0.16)
 0.34 
(0.36)
 0.86 
FIRMX  0.16 (0.01)(0.28) 0.03  0.16 
(0.16)
 0.36 
(0.34)
 0.86 
RCKSX  0.63  0.04  0.02  0.12  0.60 
(0.69)
 1.21 
(0.97)
 3.77 

Putnam Retirement Competitive Analysis

The better you understand Putnam Retirement competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Putnam Retirement's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Putnam Retirement's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PACJX GAAEX IASMX RCG GGM RIVSX MASNX MASFX FRIMX FIRMX
 0.08 
 13.14 
Putnam
 0.75 
 6.75 
Guinness
 0.62 
 19.62 
Guinness
 2.22 
 2.64 
RENN
 0.29 
 28.11 
Northern
 2.00 
 21.10 
River
 0.00 
 10.93 
Litman
 0.00 
 5.48 
Litman
 0.19 
 59.54 
Fidelity
 0.19 
 59.46 
Fidelity
Market Volatility
(90 Days Market Risk)
Very steady
Not too volatile
Very steady
Moderately volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Mild
Weak
Good
Weak
Soft
Fair
Weakest
Weakest
Mild
Mild
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Hazard
Hazard
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Hold
Strong Hold
Strong Sell
Strong Hold
Strong Hold
Not Rated
Not Rated
Hold
Hold
Current Ratio
N/A
N/A
N/A
0.86
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
40.83 K
18.16 M
11.22 M
19.28 M
18.42 M
20.01 M
903.04 M
903.04 M
6.15 M
17.13 M
Profit Margin
N/A
N/A
N/A
8.66
N/A
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
5.51 M
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
N/A
0.98
1.55
0.97
N/A
1.5
2.09
2.09
2.29
2.3
Operating Margin
N/A
N/A
N/A
0.29
N/A
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
18.85 M
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
12.19
0.72
-0.73
N/A
8.0
5.65
2.55
4.16
2.49
2.49
Retained Earnings
N/A
N/A
N/A
(14.04 M)
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
20.43
32.52
37.19
N/A
18.37
16.22
6.29
3.63
10.54
10.52
Beta
N/A
N/A
N/A
0.45
0.68
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
1.05
0.4
0.36
N/A
N/A
5.18
7.21
7.3
8.15
8.15
Equity Positions Weight
85.28
99.6
99.64
N/A
N/A
94.82
30.91
16.28
19.44
19.44
Number Of Employees
1
1
1
8
20
1
1
1
1
1
Shares Outstanding
N/A
N/A
N/A
7.02 M
9.8 M
N/A
N/A
N/A
N/A
N/A
Three Year Return
20.63
2.0
10.68
N/A
8.98
8.34
2.04
1.94
6.63
6.62
Cash Flow From Operations
N/A
N/A
N/A
(2.15 M)
N/A
N/A
N/A
N/A
N/A
N/A
Annual Yield
0.0296
0.0033
0.0095
0.008
0.0157
0.0029
0.0347
0.0398
0.031
0.0311
Total Debt
N/A
N/A
N/A
22.24 K
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
0.21
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
1.22
N/A
N/A
N/A
N/A
N/A
21.78
63.08
7.75
7.75
Return On Asset
N/A
N/A
N/A
0.0044
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
55.88 K
89.89 K
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
2.74
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
5 K
5 K
N/A
N/A
2 K
N/A
100 K
N/A
N/A
Total Asset
3.17 M
18.16 M
11.22 M
19.28 M
N/A
20.01 M
33.86 M
869.18 M
18.14 M
10.44 M
Last Dividend Paid
0.11
N/A
0.1
0.022
2.18
N/A
0.07
0.08
0.01
0.02
Short Ratio
N/A
N/A
N/A
5.66
1.31
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
16.64
17.78
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
18.91 M
126.9 M
N/A
N/A
N/A
N/A
N/A
Price To Earning
N/A
11.07
2.93
2.48
N/A
19.76
19.91
19.91
19.33
19.46
Price To Sales
N/A
0.62
0.97
44.55
N/A
1.3
1.82
1.82
1.82
1.8
Net Income
N/A
N/A
N/A
5.51 M
N/A
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
0.52
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
19.93
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
1.86
5.67
5.25
N/A
10.41
8.29
1.49
0.66
0.87
0.87
Revenue
N/A
N/A
N/A
371.42 K
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
-3.85
3.31
N/A
N/A
7.73
N/A
N/A
5.68
5.68
Cash And Equivalents
N/A
N/A
N/A
69.89 K
N/A
N/A
N/A
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
0.01
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
424.4 K
N/A
N/A
N/A
N/A
N/A
N/A
Day Typical Price
13.14
6.75
19.62
2.65
28.11
21.1
10.93
5.48
59.54
59.46
Accumulation Distribution
N/A
N/A
N/A
641.89
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
(0.60)
9.2 T
0
0.0
0.0
9.2 T
9.2 T
Period Momentum Indicator
0.01
0.05
0.12
(0.06)
0.08
(0.43)
N/A
N/A
0.11
0.11
Rate Of Daily Change
1.0
1.01
1.01
0.98
1.0
0.98
1.0
1.0
1.0
1.0
Day Median Price
13.14
6.75
19.62
2.65
28.11
21.1
10.93
5.48
59.54
59.46
Price Action Indicator
0.005
0.025
0.06
(0.04)
0.04
(0.21)
N/A
N/A
0.055
0.055
Coefficient Of Variation
1455.31
2863.32
707.81
4294.04
1827.2
892.72
N/A
N/A
1243.65
1244.5
Mean Deviation
0.4901
0.9168
0.7899
1.29
0.6388
0.8947
N/A
N/A
0.1573
0.1575
Jensen Alpha
(0.01)
(0.04)
0.1392
0.0555
(0.02)
0.0452
N/A
N/A
(0.01)
(0.01)
Total Risk Alpha
(0.03)
(0.08)
0.0447
(0.13)
(0.04)
0.0123
N/A
N/A
(0.01)
(0.01)
Sortino Ratio
(0.05)
(0.03)
0.1039
(0.03)
(0.03)
0.0529
N/A
N/A
(0.28)
(0.28)
Downside Variance
0.5894
1.93
0.6368
2.55
0.9587
1.1
N/A
N/A
0.05
0.0497
Standard Deviation
0.636
1.18
1.14
1.65
0.8283
1.19
N/A
N/A
0.2056
0.2061
Kurtosis
0.0718
(0.27)
10.35
(0.38)
(0.25)
0.1592
N/A
N/A
0.0036
(0.06)
Potential Upside
0.9585
1.84
1.58
2.77
1.38
2.43
N/A
N/A
0.3445
0.3563
Treynor Ratio
0.0492
0.0287
0.8555
(0.07)
0.0416
0.1077
N/A
N/A
0.0336
0.0335
Maximum Drawdown
2.87
4.79
7.24
6.08
3.4
5.1
N/A
N/A
0.8635
0.8646
Variance
0.4045
1.39
1.3
2.71
0.6861
1.43
N/A
N/A
0.0423
0.0425
Market Risk Adjusted Performance
0.0592
0.0387
0.8655
(0.06)
0.0516
0.1177
N/A
N/A
0.0436
0.0435
Risk Adjusted Performance
0.0488
0.0294
0.107
0.0226
0.0412
0.0859
N/A
N/A
0.0333
0.0333
Skewness
(0.56)
(0.37)
2.34
0.1848
(0.33)
0.2697
N/A
N/A
(0.29)
(0.26)
Semi Deviation
0.6879
1.24
0.5799
1.38
0.8405
0.9111
N/A
N/A
0.1652
0.1642
Information Ratio
(0.05)
(0.03)
0.0726
(0.02)
(0.04)
0.0464
N/A
N/A
(0.30)
(0.30)
Value At Risk
(1.02)
(2.15)
(1.20)
(2.34)
(1.44)
(2.00)
N/A
N/A
(0.36)
(0.34)
Expected Short fall
(0.47)
(0.92)
(0.94)
(1.75)
(0.62)
(1.07)
N/A
N/A
(0.16)
(0.16)
Downside Deviation
0.7677
1.39
0.798
1.6
0.9791
1.05
N/A
N/A
0.2236
0.2228
Semi Variance
0.4732
1.54
0.3363
1.89
0.7064
0.8302
N/A
N/A
0.0273
0.027

Putnam Retirement Competition Performance Charts

Five steps to successful analysis of Putnam Retirement Competition

Putnam Retirement's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Putnam Retirement in relation to its competition. Putnam Retirement's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Putnam Retirement in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Putnam Retirement's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Putnam Retirement, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Putnam Retirement position

In addition to having Putnam Retirement 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.

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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 Hybrid Mix Funds Theme or any other thematic opportunities.
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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.
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