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PGTMX: Putnam Global Technology Fund M Shs (MUTUAL FUND)
Basic Info
Asset Class: | Technology |
MyPlanIQ Rating: | (84%) |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/21/2018 |
12-Mo. Yield | 0.00% |
Expenses | 1.65% |
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Performance Analytics (As of 08/28/2020)
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.5 | 11.8 | 18.4 | 15.0 | 17.0 | 38.2 | -7.2 | 46.0 | 11.6 | 10.1 | 13.0 | 23.7 | 12.6 | -6.5 | 10.0 | 48.2 |
Sharpe Ratio | NA | 1.65 | 1.19 | 0.97 | 0.8 | 0.9 | 2.32 | -0.37 | 4.16 | 0.72 | 0.58 | 0.95 | 1.86 | 0.77 | -0.27 | 0.54 | 1.83 |
Draw Down(%) | NA | 15.8 | 29.2 | 29.2 | 29.2 | 29.2 | 8.5 | 29.2 | 6.0 | 13.4 | 13.9 | 8.5 | 7.8 | 14.4 | 20.2 | 15.4 | 19.8 |
Standard Deviation(%) | NA | 20.1 | 17.9 | 17.5 | 17.5 | 18.5 | 17.9 | 23.1 | 11.0 | 15.9 | 17.4 | 13.6 | 12.7 | 16.5 | 24.3 | 18.2 | 26.5 |
Treynor Ratio | NA | 0.37 | 0.23 | 0.19 | 0.15 | 0.18 | 0.46 | -0.09 | 0.5 | 0.12 | 0.11 | 0.14 | 0.25 | 0.13 | -0.07 | 0.11 | 0.52 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.04 | 0.04 | 0.0 | 0.02 | -0.01 | -0.02 | 0.0 | -0.03 | -0.01 | -0.01 |
Beta | NA | 0.91 | 0.91 | 0.91 | 0.93 | 0.93 | 0.89 | 0.93 | 0.91 | 0.91 | 0.91 | 0.93 | 0.96 | 0.99 | 0.95 | 0.89 | 0.94 |
RSquared | NA | 0.9 | 0.88 | 0.88 | 0.92 | 0.93 | 0.88 | 0.89 | 0.86 | 0.91 | 0.87 | 0.93 | 0.91 | 0.96 | 0.98 | 0.98 | 0.98 |
Yield(%) | N/A | 8.4 | 7.0 | 6.6 | 6.2 | N/A | 0.0 | 8.0 | 9.8 | 0.6 | 5.1 | 5.8 | 0.0 | 0.0 | 4.7 | 2.6 | 8.3 |
Dividend Growth(%) | N/A | 12.6 | 140.9 | 270.2 | N/A | N/A | -100.0 | 12.6 | 1883.3 | -88.5 | -6.3 | N/A | N/A | -100.0 | 94.7 | -55.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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