Putnam Small Last Dividend Paid vs. Ten Year Return
| PYSVX Fund | USD 18.01 0.08 0.45% |
For Putnam Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Putnam Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Putnam Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Putnam Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Putnam Small Cap over time as well as its relative position and ranking within its peers.
Putnam |
Putnam Small Cap Ten Year Return vs. Last Dividend Paid Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Small's current stock value. Our valuation model uses many indicators to compare Putnam Small value to that of its competitors to determine the firm's financial worth. Putnam Small Cap is rated top fund in last dividend paid among similar funds. It also is rated top fund in ten year return among similar funds reporting about 51.17 of Ten Year Return per Last Dividend Paid. 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 Putnam Small's earnings, one of the primary drivers of an investment's value.Putnam Ten Year Return vs. Last Dividend Paid
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Putnam Small |
| = | 0.12 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
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.
Putnam Small |
| = | 6.14 % |
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.
Putnam Ten Year Return Comparison
Putnam Small is currently under evaluation in ten year return among similar funds.
Putnam Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Putnam Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Putnam Small will eventually generate negative long term returns. The profitability progress is the general direction of Putnam Small's change in net profit over the period of time. It can combine multiple indicators of Putnam Small, 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 common stocks of small U.S. companies, with a focus on value stocks. Value stocks are issued by companies that are currently undervalued by the market. The fund invests at least 80 percent of its net assets in companies of a size similar to those in the Russell 2000 Value Index. The adviser may consider, among other factors, a companys valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Putnam Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Putnam Small. 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 Putnam Small 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 Putnam Small's important profitability drivers and their relationship over time.
Use Putnam Small in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Putnam Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Putnam Small will appreciate offsetting losses from the drop in the long position's value.Putnam Small Pair Trading
Putnam Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Putnam Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Putnam Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Putnam Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Putnam Small Cap to buy it.
The correlation of Putnam Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Putnam Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Putnam Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Putnam Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Putnam Small position
In addition to having Putnam Small 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?
Run Steel Works Etc Thematic Idea Now
Steel Works Etc
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Steel Works Etc theme has 54 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 Steel Works Etc Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Putnam Mutual Fund
To fully project Putnam Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Putnam Small Cap 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 Putnam Small's income statement, its balance sheet, and the statement of cash flows.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |