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PVOYX: PUTNAM VOYAGER FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/02/1980 |
Last Dividend Date: | 10/19/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.17% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.1 | 3.0 | 4.6 | 4.1 | 6.2 | 0.9 | -11.4 | -3.6 | 42.6 | 13.0 | -17.8 | 20.2 | 62.4 | -37.0 | 5.3 | 5.2 | 4.8 | 4.8 | 24.7 | -26.5 | -25.8 | -24.7 | 41.2 | 15.1 | 18.2 | 5.7 | 32.4 | -3.9 | 14.0 | 4.5 | 42.4 | -11.6 | 20.6 | 9.2 | -7.0 | 3.7 | 28.6 | -12.8 | 7.9 | 29.6 | -22.2 | 22.8 |
Sharpe Ratio | NA | -2.25 | -1.44 | -0.73 | -0.7 | NA | NA | -0.24 | -1.85 | -1.5 | -1.13 | 1.78 | -0.29 | -1.17 | 0.07 | 1.52 | -1.45 | -1.03 | -1.35 | -1.41 | -1.17 | 0.3 | -1.75 | -1.95 | -2.93 | 2.87 | 1.98 | -1.5 | 0.48 | -2.42 | -0.16 | 1.04 | 0.32 | 2.57 | -0.56 | 1.27 | 0.65 | -0.2 | 0.18 | 2.22 | -0.76 | 0.45 | 1.33 | -0.75 | 0.97 |
Draw Down(%) | NA | 24.8 | 36.7 | 36.7 | 51.2 | NA | NA | 72.5 | 17.3 | 20.0 | 17.9 | 7.3 | 17.9 | 33.0 | 18.8 | 22.0 | 49.0 | 10.3 | 13.3 | 8.5 | 12.9 | 12.3 | 34.2 | 36.2 | 37.9 | 12.1 | 30.1 | 12.7 | 14.4 | 9.2 | 12.8 | 9.6 | 14.9 | 9.2 | 26.9 | 17.7 | 9.6 | 44.5 | 29.3 | 17.4 | 21.7 | 22.3 | 18.5 | 42.7 | 17.5 |
Standard Deviation(%) | NA | 18.4 | 18.7 | 18.4 | 23.8 | NA | NA | 21.3 | 16.8 | 20.0 | 19.6 | 13.5 | 19.1 | 31.0 | 21.6 | 28.8 | 39.0 | 16.4 | 12.8 | 11.6 | 12.6 | 17.9 | 26.4 | 24.4 | 31.8 | 23.1 | 24.5 | 19.0 | 16.1 | 12.3 | 13.6 | 13.4 | 14.0 | 16.4 | 20.7 | 16.2 | 14.1 | 35.5 | 20.0 | 12.9 | 16.7 | 17.5 | 22.1 | 29.7 | 23.6 |
Treynor Ratio | NA | -0.4 | -0.25 | -0.12 | -0.15 | NA | NA | -0.07 | -0.31 | -0.27 | -0.2 | 0.23 | -0.04 | -0.32 | 0.01 | 0.38 | -0.55 | -0.17 | -0.18 | -0.17 | -0.18 | 0.06 | -0.57 | -0.76 | -1.24 | 0.75 | 0.56 | -0.32 | 0.11 | -0.32 | -0.02 | 0.14 | 0.05 | 0.5 | -0.12 | 0.27 | 0.11 | -0.18 | 0.13 | 2.82 | 36.14 | 4.72 | 4.14 | -1.42 | -2.5 |
Alpha | NA | 0.0 | 0.06 | 0.07 | 0.03 | NA | NA | -0.08 | 0.01 | 0.13 | -0.06 | 0.1 | -0.02 | -0.06 | 0.11 | 0.07 | 0.01 | -0.02 | 0.01 | -0.07 | -0.02 | 0.0 | -0.04 | -0.06 | -0.17 | 0.09 | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 | 0.06 | 0.02 | 0.02 | -0.06 | -0.02 | 0.01 | 0.04 | 0.03 | 0.09 | -0.05 | 0.04 | 0.11 | -0.08 | 0.1 |
Beta | NA | 1.03 | 1.08 | 1.13 | 1.09 | NA | NA | 0.73 | 1.01 | 1.13 | 1.09 | 1.07 | 1.25 | 1.14 | 1.1 | 1.14 | 1.03 | 0.97 | 0.94 | 0.94 | 0.84 | 0.92 | 0.81 | 0.63 | 0.75 | 0.89 | 0.86 | 0.87 | 0.72 | 0.93 | 0.97 | 0.96 | 0.91 | 0.85 | 0.93 | 0.76 | 0.81 | 0.4 | 0.28 | 0.1 | 0.0 | 0.02 | 0.07 | 0.16 | -0.09 |
RSquared | NA | 0.76 | 0.75 | 0.81 | 0.91 | NA | NA | 0.51 | 0.85 | 0.84 | 0.6 | 0.91 | 0.91 | 0.96 | 0.96 | 0.95 | 0.97 | 0.95 | 0.92 | 0.91 | 0.94 | 0.97 | 0.95 | 0.82 | 0.68 | 0.67 | 0.72 | 0.86 | 0.41 | 0.62 | 0.58 | 0.52 | 0.52 | 0.66 | 0.75 | 0.4 | 0.83 | 0.19 | 0.1 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
Yield(%) | N/A | 5.9 | 6.8 | 7.0 | 3.7 | 2.8 | 2.9 | N/A | 0.6 | 5.2 | 13.4 | 1.2 | 1.3 | 0.0 | 0.4 | 1.5 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 3.5 | 8.4 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -58.5 | 1714.7 | 2281.5 | 90.9 | 192.7 | N/A | N/A | -90.5 | -62.1 | 1444.4 | 3.8 | N/A | -100.0 | -57.9 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -69.6 | 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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