Putnam Ultra Short Fund Manager Performance Evaluation
| PSDNX Fund | USD 10.10 0.01 0.1% |
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Putnam Ultra are completely uncorrelated.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Ultra Short are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnam Ultra is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5700 |
Putnam |
Putnam Ultra Relative Risk vs. Return Landscape
If you would invest 998.00 in Putnam Ultra Short on August 27, 2024 and sell it today you would earn a total of 12.00 from holding Putnam Ultra Short or generate 1.2% return on investment over 90 days. Putnam Ultra Short is currently producing 0.0187% returns and takes up 0.1033% volatility of returns over 90 trading days. Put another way, 0% 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 Ultra Current Valuation
Overvalued
Today
Please note that Putnam Ultra's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Putnam Ultra Short holds a recent Real Value of $9.29 per share. The prevailing price of the fund is $10.1. We determine the value of Putnam Ultra Short 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 Ultra is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Ultra'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 10.1 | Real 9.29 | Hype 10.1 | Naive 10.09 |
The intrinsic value of Putnam Ultra'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 Ultra'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 Ultra Short 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 Ultra more accurately as focusing exclusively on Putnam Ultra's fundamentals will not take into account other important factors: Putnam Ultra Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Ultra's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Ultra Short, and traders can use it to determine the average amount a Putnam Ultra'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 = 0.1813
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| PSDNX |
Based on monthly moving average Putnam Ultra is performing at about 14% 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 Ultra by adding it to a well-diversified portfolio.
Putnam Ultra Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Ultra, and Putnam Ultra 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 | 15.57 B | ||||
About Putnam Ultra Performance
Evaluating Putnam Ultra's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Ultra 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 Ultra 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 investment seeks as high a rate of current income as Putnam Investment Management, LLC believes is consistent with preservation of capital and maintenance of liquidity. Putnam Ultra is traded on NASDAQ Exchange in the United States.Things to note about Putnam Ultra Short performance evaluation
Checking the ongoing alerts about Putnam Ultra for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Ultra Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 35.43% of its assets in cash |
- Analyzing Putnam Ultra'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 Ultra's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Ultra'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 Ultra's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Ultra's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Ultra's mutual fund. These opinions can provide insight into Putnam Ultra's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Ultra 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 Ultra security.
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