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PGCMX: Putnam Global Consumer Fund M Shs (MUTUAL FUND)
Basic Info
Asset Class: | Consumer Defensive |
MyPlanIQ Rating: | (55%) |
Start Date: | 12/29/2008 |
Last Dividend Date: | 06/12/2019 |
12-Mo. Yield | 2.50% |
Expenses | 1.90% |
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Performance Analytics (As of 06/26/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/05/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.1 | 10.4 | 7.0 | 12.7 | 12.7 | 14.6 | -9.7 | 24.3 | 4.7 | 4.3 | 1.6 | 35.4 | 18.2 | -5.9 | 23.7 | 33.0 | 2.8 |
Sharpe Ratio | NA | -0.17 | 0.77 | 0.49 | 0.85 | 0.84 | 2.44 | -0.71 | 3.29 | 0.3 | 0.3 | 0.14 | 3.18 | 1.37 | -0.27 | 1.37 | 1.55 | 289.29 |
Draw Down(%) | NA | 19.6 | 20.7 | 20.7 | 20.7 | 21.1 | 7.4 | 20.7 | 3.7 | 10.8 | 11.9 | 11.0 | 6.2 | 10.2 | 20.1 | 13.7 | 21.1 | 0.0 |
Standard Deviation(%) | NA | 15.4 | 12.3 | 13.2 | 14.5 | 15.3 | 12.7 | 15.5 | 7.2 | 15.2 | 14.2 | 10.7 | 11.1 | 13.4 | 21.8 | 17.2 | 21.2 | 11.3 |
Treynor Ratio | NA | -0.03 | 0.11 | 0.07 | 0.14 | 0.15 | 0.35 | -0.14 | 0.33 | 0.04 | 0.05 | 0.02 | 0.39 | 0.19 | -0.07 | 0.26 | 0.46 | 33.15 |
Alpha | NA | -0.04 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.03 | -0.03 | 0.01 | -0.04 | 0.02 | 0.01 | -0.03 | 0.03 | 0.04 | -0.5 |
Beta | NA | 0.9 | 0.84 | 0.86 | 0.88 | 0.84 | 0.88 | 0.81 | 0.72 | 1.04 | 0.82 | 0.84 | 0.91 | 0.96 | 0.9 | 0.9 | 0.72 | 0.99 |
RSquared | NA | 0.81 | 0.72 | 0.76 | 0.83 | 0.83 | 0.76 | 0.79 | 0.44 | 0.8 | 0.81 | 0.81 | 0.83 | 0.84 | 0.92 | 0.9 | 0.85 | 1.0 |
Yield(%) | N/A | 10.2 | 6.5 | 6.5 | 9.7 | N/A | 4.6 | 6.8 | 3.1 | 2.9 | 3.7 | 12.3 | 8.7 | 3.3 | 7.9 | 6.7 | 4.0 | 0.1 |
Dividend Growth(%) | N/A | 312.7 | -23.0 | 45.8 | N/A | N/A | -43.4 | 163.6 | 12.2 | -21.0 | -73.5 | 74.6 | 204.5 | -63.9 | 37.1 | 117.1 | 4000.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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