George Putnam Year To Date Return vs. Ten Year Return
| PGEBX Fund | USD 25.23 0.00 0.00% |
For George Putnam profitability analysis, we use financial ratios and fundamental drivers that measure the ability of George Putnam to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well George Putnam Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between George Putnam's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of George Putnam Fund over time as well as its relative position and ranking within its peers.
George |
George Putnam Ten Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining George Putnam's current stock value. Our valuation model uses many indicators to compare George Putnam value to that of its competitors to determine the firm's financial worth. George Putnam Fund is rated top fund in year to date return among similar funds. It also is rated top fund in ten year return among similar funds reporting about 0.70 of Ten Year Return per Year To Date Return. The ratio of Year To Date Return to Ten Year Return for George Putnam Fund is roughly 1.43 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the George Putnam's earnings, one of the primary drivers of an investment's value.George Ten Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
George Putnam |
| = | 12.13 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
George Putnam |
| = | 8.46 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
George Ten Year Return Comparison
George Putnam is currently under evaluation in ten year return among similar funds.
George Putnam Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in George Putnam, profitability is also one of the essential criteria for including it into their portfolios because, without profit, George Putnam will eventually generate negative long term returns. The profitability progress is the general direction of George Putnam's change in net profit over the period of time. It can combine multiple indicators of George Putnam, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests mainly in a combination of bonds and common stocks of large U.S. companies, with a greater focus on common stocks. For example, the managers may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company.
George Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on George Putnam. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of George Putnam position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the George Putnam's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in George Putnam without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your George Putnam position
In addition to having George Putnam in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Investor Favorites
Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Investor Favorites Theme or any other thematic opportunities.
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Other Information on Investing in George Mutual Fund
To fully project George Putnam's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of George Putnam at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include George Putnam's income statement, its balance sheet, and the statement of cash flows.
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