Putnam Sustainable Future Fund Manager Performance Evaluation
| PNOTX Fund | USD 24.42 0.07 0.29% |
The fund holds a Beta of 0.97, which implies possible diversification benefits within a given portfolio. Putnam Sustainable returns are very sensitive to returns on the market. As the market goes up or down, Putnam Sustainable is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Sustainable Future are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Putnam Sustainable may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.6800 |
Putnam |
Putnam Sustainable Relative Risk vs. Return Landscape
If you would invest 2,204 in Putnam Sustainable Future on August 31, 2024 and sell it today you would earn a total of 238.00 from holding Putnam Sustainable Future or generate 10.8% return on investment over 90 days. Putnam Sustainable Future is currently producing 0.1662% returns and takes up 0.8143% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Putnam, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Sustainable Current Valuation
Fairly Valued
Today
Please note that Putnam Sustainable's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnam Sustainable Future holds a recent Real Value of $24.07 per share. The prevailing price of the fund is $24.42. We determine the value of Putnam Sustainable Future 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 Sustainable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Sustainable'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 24.42 | Real 24.07 | Hype 24.42 |
The intrinsic value of Putnam Sustainable'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 Sustainable'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 Sustainable Future 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 Sustainable more accurately as focusing exclusively on Putnam Sustainable's fundamentals will not take into account other important factors: Putnam Sustainable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Sustainable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Sustainable Future, and traders can use it to determine the average amount a Putnam Sustainable'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 = 0.204
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PNOTX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 16 84% of assets perform better |
Based on monthly moving average Putnam Sustainable is performing at about 16% of its full potential. 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 Sustainable by adding it to a well-diversified portfolio.
Putnam Sustainable Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Sustainable, and Putnam Sustainable 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.
| Total Asset | 649.14 M | |||
About Putnam Sustainable Performance
Evaluating Putnam Sustainable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Sustainable 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 Sustainable 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 common stocks of U.S. companies of any size, with a focus on companies whose products and services adviser believes provide solutions that directly contribute to sustainable social, environmental and economic development . The adviser considers, among other factors, a companys impact on sustainable environmental, social and economic development, valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.Things to note about Putnam Sustainable Future performance evaluation
Checking the ongoing alerts about Putnam Sustainable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Sustainable Future help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Putnam Sustainable Future maintains 96.25% of its assets in stocks |
- Analyzing Putnam Sustainable'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 Sustainable's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Sustainable'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 Sustainable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Sustainable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Sustainable's mutual fund. These opinions can provide insight into Putnam Sustainable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Sustainable 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 Sustainable security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |