Putnam Global Industrials Fund Manager Performance Evaluation
| PGILX Fund | USD 35.35 0.15 0.42% |
The fund holds a Beta of 0.64, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Putnam Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Global is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Putnam Global Industrials has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's essential indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 0.8600 |
Putnam |
Putnam Global Relative Risk vs. Return Landscape
If you would invest 3,910 in Putnam Global Industrials on November 28, 2024 and sell it today you would lose (375.00) from holding Putnam Global Industrials or give up 9.59% of portfolio value over 90 days. Putnam Global Industrials is currently producing negative expected returns and takes up 1.4679% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Putnam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Global Current Valuation
Fairly Valued
Today
Please note that Putnam Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnam Global Industrials holds a recent Real Value of $35.78 per share. The prevailing price of the fund is $35.35. We determine the value of Putnam Global Industrials 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 Putnam Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Global'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 35.35 | Real 35.78 | Hype 35.35 | Naive 35.34 |
The intrinsic value of Putnam Global'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 Putnam Global'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.
Estimating the potential upside or downside of Putnam Global Industrials helps investors to forecast how Putnam 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 Putnam Global more accurately as focusing exclusively on Putnam Global's fundamentals will not take into account other important factors: Putnam Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Global Industrials, and traders can use it to determine the average amount a Putnam Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1108
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PGILX |
Estimated Market Risk
| 1.47 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Putnam Global is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Putnam Global by adding Putnam Global to a well-diversified portfolio.
Putnam Global Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Global, and Putnam Global 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 Putnam Mutual Fund performance.
| Price To Earning | 17.40 X | ||||
| Price To Book | 2.82 X | ||||
| Price To Sales | 0.98 X | ||||
| Total Asset | 751.43 M | ||||
About Putnam Global Performance
Evaluating Putnam Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Global 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 Putnam Global 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 fund invests mainly in equity securities of large and midsize companies that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80 percent of its net assets in equity investments, including common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts and Global Depositary Receipts . The fund is non-diversified.Things to note about Putnam Global Industrials performance evaluation
Checking the ongoing alerts about Putnam Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Global Industrials help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Putnam Global generated a negative expected return over the last 90 days | |
| The fund maintains 97.77% of its assets in stocks |
- Analyzing Putnam Global'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 Putnam Global's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Global'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 Putnam Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Global's mutual fund. These opinions can provide insight into Putnam Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Global 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 Global security.
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