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PAPAX: Putnam Asia Pacific Equity Fund A Share (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED PACIFIC/ASIA |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/22/2009 |
| Last Dividend Date: | 12/22/2016 |
| 12-Mo. Yield | 0.74% |
| Expenses | 2.00% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/22/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.7 | -1.4 | 2.2 | 4.0 | 7.1 | 1.5 | -9.4 | 3.7 | 0.9 | 24.4 | -24.8 | 16.2 | 24.2 |
| Sharpe Ratio | NA | 0.03 | -0.12 | 0.15 | 0.24 | 2.28 | 0.09 | -0.53 | 0.36 | 0.06 | 1.61 | -0.9 | 0.9 | 3.0 |
| Draw Down(%) | NA | 7.0 | 28.5 | 28.5 | 35.3 | 2.0 | 12.3 | 27.2 | 9.3 | 14.4 | 14.7 | 35.3 | 17.3 | 6.2 |
| Standard Deviation(%) | NA | 5.4 | 13.6 | 13.0 | 16.6 | 3.5 | 14.4 | 17.7 | 10.5 | 13.4 | 15.2 | 27.7 | 17.8 | 16.7 |
| Treynor Ratio | NA | 0.01 | -0.02 | 0.03 | 0.05 | 0.52 | 0.02 | -0.11 | 0.06 | 0.01 | 0.28 | -0.23 | 0.16 | 0.53 |
| Alpha | NA | -0.02 | -0.03 | -0.03 | -0.02 | 0.01 | -0.01 | -0.05 | 0.03 | -0.03 | 0.04 | -0.05 | 0.0 | 0.05 |
| Beta | NA | 0.3 | 0.73 | 0.69 | 0.87 | 0.15 | 0.68 | 0.87 | 0.65 | 0.6 | 0.87 | 1.06 | 0.98 | 0.94 |
| RSquared | NA | 0.17 | 0.56 | 0.52 | 0.68 | 0.09 | 0.57 | 0.65 | 0.45 | 0.43 | 0.63 | 0.8 | 0.91 | 0.83 |
| Yield(%) | N/A | 0.7 | 0.5 | 0.5 | N/A | 0.0 | 0.8 | 0.6 | 0.3 | 0.3 | 0.2 | 10.7 | 5.7 | 4.7 |
| Dividend Growth(%) | N/A | 11.9 | -87.8 | N/A | N/A | -100.0 | 11.9 | 131.0 | 3.6 | 55.6 | -98.7 | 103.8 | 48.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED PACIFIC/ASIA Asset Class Trend Rankings |
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Best ETFs
- VPL (Vanguard FTSE Pacific ETF) (43%)
- ADRA (Adara Acquisition Corp) (24%)
- DVYA (iShares Asia/Pacific Dividend ETF) (5%)
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