Putnman Retirement Ready Fund Manager Performance Evaluation
| PRRTX Fund | USD 26.61 0.05 0.19% |
The fund holds a Beta of 0.33, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Putnman Retirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnman Retirement is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Putnman Retirement Ready are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnman Retirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6000 |
Putnman |
Putnman Retirement Relative Risk vs. Return Landscape
If you would invest 2,595 in Putnman Retirement Ready on June 29, 2025 and sell it today you would earn a total of 66.00 from holding Putnman Retirement Ready or generate 2.54% return on investment over 90 days. Putnman Retirement Ready is currently producing 0.0403% returns and takes up 0.2825% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Putnman, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnman Retirement Current Valuation
Overvalued
Today
Please note that Putnman Retirement's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Putnman Retirement Ready holds a recent Real Value of $24.41 per share. The prevailing price of the fund is $26.61. We determine the value of Putnman Retirement Ready 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 Putnman Retirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnman Mutual Fund. However, Putnman Retirement'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 26.61 | Real 24.41 | Hype 26.61 |
The intrinsic value of Putnman Retirement'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 Putnman Retirement'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 Putnman Retirement Ready helps investors to forecast how Putnman 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 Putnman Retirement more accurately as focusing exclusively on Putnman Retirement's fundamentals will not take into account other important factors: Putnman Retirement Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnman Retirement's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnman Retirement Ready, and traders can use it to determine the average amount a Putnman Retirement'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 = 0.1425
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PRRTX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Putnman Retirement is performing at about 11% 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 Putnman Retirement by adding it to a well-diversified portfolio.
Putnman Retirement Fundamentals Growth
Putnman Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnman Retirement, and Putnman Retirement 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 Putnman Mutual Fund performance.
| Price To Earning | 16.11 X | ||||
| Price To Book | 2.05 X | ||||
| Price To Sales | 1.17 X | ||||
| Total Asset | 248.23 M | ||||
About Putnman Retirement Performance
Evaluating Putnman Retirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnman Retirement 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 Putnman Retirement 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 funds asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2030. It is designed to provide diversification among different asset classes by investing its assets in the underlying funds.Things to note about Putnman Retirement Ready performance evaluation
Checking the ongoing alerts about Putnman Retirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnman Retirement Ready 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 15.67% of its assets in cash |
- Analyzing Putnman Retirement'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 Putnman Retirement's stock is overvalued or undervalued compared to its peers.
- Examining Putnman Retirement'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 Putnman Retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnman Retirement's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnman Retirement's mutual fund. These opinions can provide insight into Putnman Retirement's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnman Mutual Fund
Putnman Retirement financial ratios help investors to determine whether Putnman 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 Putnman with respect to the benefits of owning Putnman Retirement security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |