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PVYYX: PUTNAM VOYAGER FUND CLASS Y SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/26/1998 |
Last Dividend Date: | 10/19/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.92% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/27/1998 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.6 | 5.4 | 4.6 | 3.5 | 1.7 | -6.1 | 9.9 | 44.2 | 14.7 | -17.6 | 20.9 | 64.5 | -36.8 | 5.5 | 5.5 | 5.7 | 5.1 | 25.0 | -26.6 | -25.7 | -24.3 | 41.8 | 14.4 |
Sharpe Ratio | NA | -0.08 | 0.2 | 0.75 | 0.26 | NA | 0.1 | 0.1 | -0.32 | 0.65 | 3.26 | 0.77 | -0.57 | 0.97 | 2.24 | -0.97 | 0.15 | 0.17 | 0.31 | 0.33 | 1.35 | -1.04 | -1.16 | -0.89 | 1.68 | 4.44 |
Draw Down(%) | NA | 20.5 | 27.5 | 27.5 | 51.1 | NA | 71.8 | 17.4 | 19.9 | 10.7 | 7.2 | 17.9 | 32.8 | 18.8 | 22.0 | 48.9 | 10.3 | 13.1 | 8.5 | 12.8 | 12.3 | 34.1 | 36.1 | 37.7 | 12.1 | 6.9 |
Standard Deviation(%) | NA | 17.1 | 16.9 | 17.4 | 23.5 | NA | 22.6 | 16.6 | 18.8 | 15.3 | 13.6 | 19.2 | 30.9 | 21.5 | 28.8 | 39.0 | 16.4 | 12.8 | 11.5 | 12.6 | 18.0 | 26.6 | 24.5 | 31.8 | 23.0 | 23.8 |
Treynor Ratio | NA | -0.01 | 0.03 | 0.12 | 0.06 | NA | 0.02 | 0.02 | -0.05 | 0.09 | 0.41 | 0.12 | -0.15 | 0.19 | 0.56 | -0.37 | 0.03 | 0.02 | 0.04 | 0.05 | 0.26 | -0.34 | -0.45 | -0.38 | 0.42 | 1.39 |
Alpha | NA | -0.02 | -0.04 | -0.03 | -0.03 | NA | -0.01 | 0.0 | -0.06 | -0.02 | 0.02 | -0.03 | -0.07 | 0.03 | 0.06 | 0.01 | -0.02 | 0.01 | -0.02 | 0.0 | 0.0 | 0.02 | -0.03 | -0.04 | 0.07 | 0.0 |
Beta | NA | 1.02 | 1.08 | 1.13 | 1.09 | NA | 0.93 | 1.01 | 1.11 | 1.08 | 1.08 | 1.26 | 1.14 | 1.1 | 1.15 | 1.03 | 0.98 | 0.95 | 0.94 | 0.84 | 0.92 | 0.82 | 0.63 | 0.76 | 0.93 | 0.76 |
RSquared | NA | 0.85 | 0.9 | 0.9 | 0.94 | NA | 0.86 | 0.85 | 0.91 | 0.94 | 0.91 | 0.91 | 0.96 | 0.96 | 0.95 | 0.97 | 0.96 | 0.92 | 0.92 | 0.94 | 0.97 | 0.95 | 0.82 | 0.68 | 0.71 | 0.39 |
Yield(%) | N/A | 5.9 | 6.8 | 7.0 | 3.8 | 2.6 | N/A | 0.7 | 5.1 | 13.1 | 1.4 | 1.5 | 0.0 | 0.7 | 1.7 | 0.0 | 0.0 | 0.0 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -57.0 | 1295.7 | 1772.2 | N/A | N/A | N/A | -88.4 | -61.5 | 1190.9 | 3.1 | N/A | -100.0 | -36.4 | N/A | N/A | N/A | -100.0 | 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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