Putnam Income Fund Manager Performance Evaluation
| PINCX Fund | USD 5.01 0.01 0.20% |
The fund holds a Beta of 0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Income is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Putnam Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Putnam Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7600 |
Putnam |
Putnam Income Relative Risk vs. Return Landscape
If you would invest 501.00 in Putnam Income Fund on November 2, 2024 and sell it today you would earn a total of 0.00 from holding Putnam Income Fund or generate 0.0% return on investment over 90 days. Putnam Income Fund is currently producing 0.0043% returns and takes up 0.9416% volatility of returns over 90 trading days. Put another way, 8% 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 Income Current Valuation
Fairly Valued
Today
Please note that Putnam Income's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Putnam Income holds a recent Real Value of $5.03 per share. The prevailing price of the fund is $5.01. We determine the value of Putnam Income 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Income'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 5.01 | Real 5.03 | Hype 5.01 | Naive 5.0 |
The intrinsic value of Putnam Income'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 Income'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 Income Fund 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 Income more accurately as focusing exclusively on Putnam Income's fundamentals will not take into account other important factors: Putnam Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Income Fund, and traders can use it to determine the average amount a Putnam Income'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 = 0.0046
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PINCX |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Putnam Income 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 Income by adding Putnam Income to a well-diversified portfolio.
Putnam Income Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Income, and Putnam Income 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 | 22.54 X | ||||
| Total Asset | 470.52 M | ||||
About Putnam Income Performance
Evaluating Putnam Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Income 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 Income 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 invest mainly in bonds that are securitized debt instruments and related derivative instruments, and other obligations of companies and governments worldwide denominated in U.S. dollars or foreign currencies, are either investment-grade or below-investment-grade in quality and have intermediate- to long-term maturities .Things to note about Putnam Income performance evaluation
Checking the ongoing alerts about Putnam Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Putnam Income generated five year return of -1.0% | |
| This fund maintains about 6.46% of its assets in bonds |
- Analyzing Putnam Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Income's mutual fund. These opinions can provide insight into Putnam Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Income 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 Income security.
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