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PVIYX: Putnam Vista Y (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/27/1998 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 10/22/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/27/1998 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 16.6 | -5.5 | 1.0 | -6.2 | -0.6 | 15.8 | 38.6 | -45.5 | 3.9 | 5.9 | 12.5 | 19.2 | 33.6 | -30.4 | -33.4 | -24.8 | 34.3 | 15.6 |
Sharpe Ratio | NA | 0.64 | -0.17 | -0.02 | -0.28 | -0.08 | 0.77 | 1.12 | -1.11 | 0.05 | 0.17 | 0.8 | 1.2 | 1.68 | -1.07 | -0.99 | -0.6 | 1.16 | 4.76 |
Draw Down(%) | NA | 18.1 | 58.1 | 58.6 | 74.0 | 77.0 | 18.1 | 21.3 | 54.5 | 13.1 | 17.8 | 8.8 | 13.2 | 12.7 | 40.2 | 51.7 | 48.3 | 13.8 | 7.8 |
Standard Deviation(%) | NA | 25.8 | 34.5 | 28.6 | 28.0 | 29.1 | 25.6 | 34.5 | 41.8 | 18.4 | 15.5 | 12.9 | 15.2 | 19.6 | 29.4 | 36.7 | 47.8 | 26.8 | 25.7 |
Treynor Ratio | NA | 0.15 | -0.06 | -0.01 | -0.08 | -0.03 | 0.19 | 0.35 | -0.52 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.02 | -0.02 | -0.05 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.08 | 0.96 | 0.96 | 0.96 | 0.96 | 1.04 | 1.09 | 0.88 | 1.02 | 0.98 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.93 | 0.93 | 0.88 | 0.46 | 0.36 | 0.93 | 0.9 | 0.98 | 0.92 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/1998
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