Putnam Equity Income Fund Market Value
| PEYAX Fund | USD 41.31 0.23 0.56% |
| Symbol | Putnam |
Putnam Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Putnam Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Putnam Equity.
| 11/17/2025 |
| 02/15/2026 |
If you would invest 0.00 in Putnam Equity on November 17, 2025 and sell it all today you would earn a total of 0.00 from holding Putnam Equity Income or generate 0.0% return on investment in Putnam Equity over 90 days. Putnam Equity is related to or competes with New Economy, Mfs International, Mfs International, New Economy, Columbia Dividend, Columbia Dividend, and American Funds. The fund invests mainly in common stocks of U.S More
Putnam Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Putnam Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Putnam Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.71 | |||
| Information Ratio | 0.0917 | |||
| Maximum Drawdown | 3.29 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.38 |
Putnam Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Putnam Equity's standard deviation. In reality, there are many statistical measures that can use Putnam Equity historical prices to predict the future Putnam Equity's volatility.| Risk Adjusted Performance | 0.153 | |||
| Jensen Alpha | 0.0773 | |||
| Total Risk Alpha | 0.0722 | |||
| Sortino Ratio | 0.0906 | |||
| Treynor Ratio | 0.1585 |
Putnam Equity February 15, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.153 | |||
| Market Risk Adjusted Performance | 0.1685 | |||
| Mean Deviation | 0.5582 | |||
| Semi Deviation | 0.4946 | |||
| Downside Deviation | 0.71 | |||
| Coefficient Of Variation | 522.36 | |||
| Standard Deviation | 0.7012 | |||
| Variance | 0.4917 | |||
| Information Ratio | 0.0917 | |||
| Jensen Alpha | 0.0773 | |||
| Total Risk Alpha | 0.0722 | |||
| Sortino Ratio | 0.0906 | |||
| Treynor Ratio | 0.1585 | |||
| Maximum Drawdown | 3.29 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.38 | |||
| Downside Variance | 0.5041 | |||
| Semi Variance | 0.2446 | |||
| Expected Short fall | (0.59) | |||
| Skewness | (0.21) | |||
| Kurtosis | 0.1342 |
Putnam Equity Income Backtested Returns
At this stage we consider Putnam Mutual Fund to be very steady. Putnam Equity Income maintains Sharpe Ratio (i.e., Efficiency) of 0.24, which implies the entity had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Putnam Equity Income, which you can use to evaluate the volatility of the fund. Please check Putnam Equity's Semi Deviation of 0.4946, risk adjusted performance of 0.153, and Coefficient Of Variation of 522.36 to confirm if the risk estimate we provide is consistent with the expected return of 0.17%. The fund holds a Beta of 0.78, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Putnam Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Equity is expected to be smaller as well.
Auto-correlation | 0.81 |
Very good predictability
Putnam Equity Income has very good predictability. Overlapping area represents the amount of predictability between Putnam Equity time series from 17th of November 2025 to 1st of January 2026 and 1st of January 2026 to 15th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Putnam Equity Income price movement. The serial correlation of 0.81 indicates that around 81.0% of current Putnam Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.81 | |
| Spearman Rank Test | 0.86 | |
| Residual Average | 0.0 | |
| Price Variance | 0.35 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Putnam Mutual Fund
Putnam Equity 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 Equity security.
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