Putnam Mortgage Opport Fund Market Value
| PMOTX Fund | USD 8.93 0.02 0.22% |
| Symbol | Putnam |
Putnam Mortgage '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 Mortgage'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 Mortgage.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Putnam Mortgage on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Putnam Mortgage Opport or generate 0.0% return on investment in Putnam Mortgage over 90 days. Putnam Mortgage is related to or competes with Putnam Tax, Putnam High, Putnam Floating, Putnam Floating, Putnam Floating, Putnam Global, and George Putnam. Under normal circumstances, fund invests at least 80 percent of the funds net assets in mortgages, mortgage-related fixed income securities and related derivatives . More
Putnam Mortgage 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 Mortgage'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 Mortgage Opport upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2719 | |||
| Information Ratio | (0.21) | |||
| Maximum Drawdown | 1.24 | |||
| Value At Risk | (0.23) | |||
| Potential Upside | 0.3386 |
Putnam Mortgage Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Mortgage's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Putnam Mortgage's standard deviation. In reality, there are many statistical measures that can use Putnam Mortgage historical prices to predict the future Putnam Mortgage's volatility.| Risk Adjusted Performance | 0.1009 | |||
| Jensen Alpha | 0.0204 | |||
| Total Risk Alpha | 0.0072 | |||
| Sortino Ratio | (0.14) | |||
| Treynor Ratio | 2.06 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Putnam Mortgage'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.
Putnam Mortgage February 16, 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 | 0.1009 | |||
| Market Risk Adjusted Performance | 2.07 | |||
| Mean Deviation | 0.1332 | |||
| Downside Deviation | 0.2719 | |||
| Coefficient Of Variation | 601.74 | |||
| Standard Deviation | 0.1867 | |||
| Variance | 0.0349 | |||
| Information Ratio | (0.21) | |||
| Jensen Alpha | 0.0204 | |||
| Total Risk Alpha | 0.0072 | |||
| Sortino Ratio | (0.14) | |||
| Treynor Ratio | 2.06 | |||
| Maximum Drawdown | 1.24 | |||
| Value At Risk | (0.23) | |||
| Potential Upside | 0.3386 | |||
| Downside Variance | 0.0739 | |||
| Semi Variance | (0.0002) | |||
| Expected Short fall | (0.18) | |||
| Skewness | (1.13) | |||
| Kurtosis | 4.82 |
Putnam Mortgage Opport Backtested Returns
At this stage we consider Putnam Mutual Fund to be very steady. Putnam Mortgage Opport maintains Sharpe Ratio (i.e., Efficiency) of 0.15, which implies the entity had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Putnam Mortgage Opport, which you can use to evaluate the volatility of the fund. Please check Putnam Mortgage's Standard Deviation of 0.1867, downside deviation of 0.2719, and Risk Adjusted Performance of 0.1009 to confirm if the risk estimate we provide is consistent with the expected return of 0.0279%. The fund holds a Beta of 0.0102, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Mortgage is expected to be smaller as well.
Auto-correlation | 0.51 |
Modest predictability
Putnam Mortgage Opport has modest predictability. Overlapping area represents the amount of predictability between Putnam Mortgage time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 Mortgage Opport price movement. The serial correlation of 0.51 indicates that about 51.0% of current Putnam Mortgage price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.51 | |
| Spearman Rank Test | 0.63 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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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 Mortgage 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 Mortgage security.
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