Putnam Small Cap Fund Market Value
| PNSCX Fund | USD 69.80 0.10 0.14% |
| Symbol | Putnam |
Putnam Small '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 Small'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 Small.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Putnam Small on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Putnam Small Cap or generate 0.0% return on investment in Putnam Small over 90 days. Putnam Small is related to or competes with BlackRock ESG, Blackrock Enhanced, Templeton Developing, Templeton Developing, Federated Mdt, Federated Mdt, and Columbia Select. The fund invests mainly in common stocks of small U.S More
Putnam Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.43 | |||
| Information Ratio | 0.0162 | |||
| Maximum Drawdown | 5.93 | |||
| Value At Risk | (2.31) | |||
| Potential Upside | 2.16 |
Putnam Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Putnam Small's standard deviation. In reality, there are many statistical measures that can use Putnam Small historical prices to predict the future Putnam Small's volatility.| Risk Adjusted Performance | 0.0725 | |||
| Jensen Alpha | 0.0915 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.0156 | |||
| Treynor Ratio | 0.4415 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Putnam Small'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 Small January 23, 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 | 0.0725 | |||
| Market Risk Adjusted Performance | 0.4515 | |||
| Mean Deviation | 1.09 | |||
| Semi Deviation | 1.25 | |||
| Downside Deviation | 1.43 | |||
| Coefficient Of Variation | 1088.42 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.89 | |||
| Information Ratio | 0.0162 | |||
| Jensen Alpha | 0.0915 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.0156 | |||
| Treynor Ratio | 0.4415 | |||
| Maximum Drawdown | 5.93 | |||
| Value At Risk | (2.31) | |||
| Potential Upside | 2.16 | |||
| Downside Variance | 2.03 | |||
| Semi Variance | 1.55 | |||
| Expected Short fall | (1.21) | |||
| Skewness | (0.42) | |||
| Kurtosis | (0.04) |
Putnam Small Cap Backtested Returns
At this stage we consider Putnam Mutual Fund to be very steady. Putnam Small Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.0514, which implies the entity had a 0.0514 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Putnam Small Cap, which you can use to evaluate the volatility of the fund. Please check Putnam Small's Coefficient Of Variation of 1088.42, semi deviation of 1.25, and Risk Adjusted Performance of 0.0725 to confirm if the risk estimate we provide is consistent with the expected return of 0.0701%. The fund holds a Beta of 0.26, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Small is expected to be smaller as well.
Auto-correlation | -0.02 |
Very weak reverse predictability
Putnam Small Cap has very weak reverse predictability. Overlapping area represents the amount of predictability between Putnam Small time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd of January 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 Small Cap price movement. The serial correlation of -0.02 indicates that only 2.0% of current Putnam Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.02 | |
| Spearman Rank Test | -0.34 | |
| Residual Average | 0.0 | |
| Price Variance | 5.22 |
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 Small 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 Small security.
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