Putnam Mutual Fund Manager Performance Evaluation


USD 10.33  0.03  0.29%   

The fund holds a Beta of 0.0317, which implies not very significant fluctuations relative to the market. Let's try to break down what Putnam's beta means in this case. As returns on the market increase, Putnam Multi-Asset returns are expected to increase less than the market. However, during the bear market, the loss on holding Putnam Multi-Asset will be expected to be smaller as well. Even though it is essential to pay attention to Putnam Multi-Asset current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Our philosophy towards forecasting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Putnam Multi-Asset exposes twenty-one different technical indicators, which can help you to evaluate its performance.
Putnam Performance
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Over the last 90 days Putnam Multi-Asset Absolute has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Putnam Multi-Asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Putnam Price Channel

Fifty Two Week Low10.23
Fifty Two Week High10.66

Putnam Multi-Asset Relative Risk vs. Return Landscape

If you would invest  1,049  in Putnam Multi-Asset Absolute on May 12, 2022 and sell it today you would lose (16.00)  from holding Putnam Multi-Asset Absolute or give up 1.53% of portfolio value over 90 days. Putnam Multi-Asset Absolute is currently producing negative expected returns and takes up 0.2953% volatility of returns over 90 trading days. Put another way, 2% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Putnam Multi-Asset is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 4.32 times less risky than the market. the firm trades about -0.08 of its potential returns per unit of risk. The DOW is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.

Putnam Multi-Asset Current Valuation

Today 10.33
Please note that Putnam Multi-Asset's price fluctuation is out of control at this time.
Putnam Multi-Asset recent Real Value cannot be determined due to lack of data. The prevailing price of Putnam Multi-Asset is $10.33. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Putnam Multi-Asset from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued entities and dropping overvalued entities since, at some point, stock prices and their ongoing real values will merge together.
Our valuation method for Putnam Multi-Asset Absolute is useful when determining the fair value of the Putnam mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Putnam Multi-Asset. Since Putnam Multi-Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Multi-Asset'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.
Real Value
Estimating the potential upside or downside of Putnam Multi-Asset Absolute 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 Multi-Asset more accurately as focusing exclusively on Putnam Multi-Asset's fundamentals will not take into account other important factors:
Band Projection (param)
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LowEstimated ValueHigh
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Putnam Multi-Asset Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Multi-Asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Multi-Asset Absolute, and traders can use it to determine the average amount a Putnam Multi-Asset'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 = -0.0825

Good Returns
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Small Returns
Negative ReturnsPDMAX
Estimated Market Risk
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 2 %
of total potential
Expected Return
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 0 %
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Risk-Adjusted Return
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 0 %
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Based on monthly moving average Putnam Multi-Asset is performing at about 0% 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 Multi-Asset by adding it to a well-diversified portfolio.

About Putnam Multi-Asset Performance

To evaluate Putnam Multi-Asset Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Putnam Multi-Asset generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Putnam Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Putnam Multi-Asset stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Putnam's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
In pursuing a positive total return, the advisor is generally intended to produce lower volatility over a reasonable period of time than has been historically associated with traditional asset classes that have earned similar levels of return over long historical periods. Putnam Multi-Asset is traded on NASDAQ Exchange in the United States.

Things to note about Putnam Multi-Asset

Checking the ongoing alerts about Putnam Multi-Asset for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Putnam Multi-Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Putnam Multi-Asset Alerts

Equity Alerts and Improvement Suggestions

Putnam Multi-Asset generated a negative expected return over the last 90 days
Putnam Multi-Asset is unlikely to experience financial distress in the next 2 years
Putnam Multi-Asset generated five year return of -1.0%
This fund maintains about 45.97% of its assets in cash
Please check Your Equity Center. Note that the Putnam Multi-Asset information on this page should be used as a complementary analysis to other Putnam Multi-Asset's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for Putnam Mutual Fund analysis

When running Putnam Multi-Asset price analysis, check to measure Putnam Multi-Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Putnam Multi-Asset is operating at the current time. Most of Putnam Multi-Asset's value examination focuses on studying past and present price action to predict the probability of Putnam Multi-Asset's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Putnam Multi-Asset's price. Additionally, you may evaluate how the addition of Putnam Multi-Asset to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Putnam Multi-Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine Putnam Multi-Asset value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Putnam Multi-Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.