Putnman Retirement Ready Fund Manager Performance Evaluation

PRRTX Fund  USD 26.66  0.02  0.08%   
The fund holds a Beta of 0.33, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Putnman Retirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnman Retirement is expected to be smaller as well.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Putnman Retirement Ready are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnman 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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Putnman Retirement Relative Risk vs. Return Landscape

If you would invest  2,651  in Putnman Retirement Ready on October 29, 2025 and sell it today you would earn a total of  13.00  from holding Putnman Retirement Ready or generate 0.49% return on investment over 90 days. Putnman Retirement Ready is currently producing 0.0086% returns and takes up 0.3059% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Putnman, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Putnman Retirement is expected to generate 5.73 times less return on investment than the market. But when comparing it to its historical volatility, the company is 2.45 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.

Putnman Retirement Current Valuation

Fairly Valued
Today
26.66
Please note that Putnman Retirement's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnman Retirement Ready holds a recent Real Value of $26.6 per share. The prevailing price of the fund is $26.66. We determine the value of Putnman Retirement Ready 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 Putnman Retirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnman Mutual Fund. However, Putnman 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  26.66 Real  26.6 Hype  26.66 Naive  26.56
The intrinsic value of Putnman 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 Putnman 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.
26.60
Real Value
26.91
Upside
Estimating the potential upside or downside of Putnman Retirement Ready helps investors to forecast how Putnman 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 Putnman Retirement more accurately as focusing exclusively on Putnman Retirement's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
26.4926.6426.79
Details
Hype
Prediction
LowEstimatedHigh
26.3526.6626.97
Details
Naive
Forecast
LowNext ValueHigh
26.2526.5626.86
Details
Below is the normalized historical share price chart for Putnman Retirement Ready extending back to July 21, 2006. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Putnman Retirement stands at 26.66, as last reported on the 27th of January, with the highest price reaching 26.66 and the lowest price hitting 26.66 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Putnman Retirement Target Price Odds to finish over Current Price

The tendency of Putnman Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 26.66 90 days 26.66 
about 17.43
Based on a normal probability distribution, the odds of Putnman Retirement to move above the current price in 90 days from now is about 17.43 (This Putnman Retirement Ready probability density function shows the probability of Putnman Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Putnman Retirement has a beta of 0.33 indicating as returns on the market go up, Putnman Retirement average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Putnman Retirement Ready will be expected to be much smaller as well. Additionally Putnman Retirement Ready has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Putnman Retirement Price Density   
       Price  

Predictive Modules for Putnman Retirement

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Putnman Retirement Ready. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Putnman Retirement's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
26.3526.6626.97
Details
Intrinsic
Valuation
LowRealHigh
26.2926.6026.91
Details
Naive
Forecast
LowNextHigh
26.2526.5626.86
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
26.4926.6426.79
Details

Putnman Retirement Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Putnman Retirement is not an exception. The market had few large corrections towards the Putnman Retirement's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Putnman Retirement Ready, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Putnman Retirement within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.02
β
Beta against Dow Jones0.33
σ
Overall volatility
0.16
Ir
Information ratio -0.22

Putnman Retirement Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Putnman Retirement for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Putnman Retirement Ready can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 15.67% of its assets in cash

Putnman Retirement Fundamentals Growth

Putnman Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnman Retirement, and Putnman 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 Putnman Mutual Fund performance.

About Putnman Retirement Performance

Evaluating Putnman Retirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnman 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 Putnman 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 2030. It is designed to provide diversification among different asset classes by investing its assets in the underlying funds.

Things to note about Putnman Retirement Ready performance evaluation

Checking the ongoing alerts about Putnman Retirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnman Retirement Ready help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 15.67% of its assets in cash
Evaluating Putnman Retirement's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Putnman Retirement's mutual fund performance include:
  • Analyzing Putnman 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 Putnman Retirement's stock is overvalued or undervalued compared to its peers.
  • Examining Putnman 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 Putnman Retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnman Retirement's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Putnman Retirement's mutual fund. These opinions can provide insight into Putnman Retirement's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Putnman Retirement's mutual fund performance is not an exact science, and many factors can impact Putnman Retirement's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Putnman Mutual Fund

Putnman Retirement financial ratios help investors to determine whether Putnman 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 Putnman with respect to the benefits of owning Putnman Retirement security.
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