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PEMMX: Putnam Emerging Markets Equity A (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 11/11/2008 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.60% |
| Expenses | 1.36% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/11/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 11.2 | 10.7 | 11.9 | 4.8 | 5.3 | 4.2 | 7.2 | 14.0 | 11.9 | -27.6 | -9.1 | 34.6 | 22.5 | -17.6 | 42.3 | 5.8 | -11.2 | -1.3 | 1.6 | 18.8 | -26.4 | 18.1 | 73.9 | 1.9 |
| Sharpe Ratio | NA | 1.23 | 0.44 | 0.55 | 0.15 | 0.22 | NA | 0.32 | 0.51 | 0.55 | -1.38 | -0.47 | 1.13 | 1.74 | -1.12 | 4.48 | 0.37 | -0.67 | -0.12 | 0.12 | 1.18 | -0.89 | 0.83 | 2.42 | 0.26 |
| Draw Down(%) | NA | 12.9 | 12.9 | 14.7 | 48.3 | 48.3 | NA | 48.3 | 10.3 | 12.3 | 34.9 | 22.0 | 29.5 | 9.4 | 27.6 | 5.0 | 11.8 | 25.9 | 15.6 | 15.6 | 18.7 | 37.4 | 17.7 | 21.5 | 19.2 |
| Standard Deviation(%) | NA | 18.3 | 16.7 | 15.8 | 17.7 | 18.1 | NA | 20.0 | 14.4 | 14.0 | 21.0 | 19.4 | 30.2 | 12.1 | 16.8 | 9.3 | 15.2 | 16.7 | 11.7 | 13.7 | 16.0 | 29.6 | 21.8 | 30.5 | 58.1 |
| Treynor Ratio | NA | 0.23 | 0.07 | 0.08 | 0.03 | 0.04 | NA | 0.06 | 0.08 | 0.07 | -0.29 | -0.09 | 0.33 | 0.23 | -0.19 | 0.45 | 0.07 | -0.13 | -0.02 | 0.02 | 0.2 | -0.24 | 0.18 | 0.8 | 0.16 |
| Alpha | NA | 0.03 | 0.0 | 0.01 | -0.01 | 0.01 | NA | 0.0 | 0.02 | 0.01 | -0.05 | -0.04 | 0.06 | 0.01 | -0.02 | 0.04 | -0.01 | 0.01 | -0.01 | 0.03 | 0.01 | -0.03 | 0.0 | 0.0 | -0.09 |
| Beta | NA | 0.99 | 1.01 | 1.01 | 1.02 | 0.98 | NA | 0.98 | 0.97 | 1.05 | 0.99 | 1.04 | 1.05 | 0.92 | 0.97 | 0.93 | 0.83 | 0.88 | 0.83 | 0.93 | 0.93 | 1.12 | 1.01 | 0.93 | 0.94 |
| RSquared | NA | 0.95 | 0.91 | 0.87 | 0.84 | 0.88 | NA | 0.92 | 0.75 | 0.85 | 0.89 | 0.76 | 0.94 | 0.91 | 0.92 | 0.76 | 0.91 | 0.91 | 0.85 | 0.91 | 0.91 | 0.97 | 0.97 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.0 | 1.6 | 0.9 | 0.5 | 0.9 | 1.7 | N/A | 1.9 | 0.9 | 0.0 | 0.0 | 0.2 | 1.3 | 1.6 | 0.1 | 1.0 | 1.1 | 0.8 | 0.4 | 0.5 | 7.9 | 7.1 | 6.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 132.7 | 110.3 | -37.2 | N/A | N/A | N/A | 132.7 | N/A | N/A | -100.0 | -86.0 | -36.7 | 2587.5 | -90.5 | -20.8 | 41.3 | 97.4 | -15.6 | -95.5 | 20.7 | 75.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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