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PEQMX: PUTNAM GLOBAL EQUITY FUND CLASS M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/21/1995 |
| Last Dividend Date: | 12/22/2016 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.65% |
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Performance Analytics (As of 03/12/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 8.5 | 8.6 | 5.2 | 7.9 | 5.6 | 1.8 | 4.8 | 21.8 | -13.1 | 27.5 | 0.5 | -2.4 | 0.9 | 31.0 | 19.3 | -5.3 | 9.2 | 29.0 | -45.7 | 8.3 | 22.5 | 8.2 | 13.0 | 28.1 | -22.7 | -30.1 | -30.8 | 63.9 | 28.2 | 12.7 | 61.6 | -0.3 |
| Sharpe Ratio | NA | 1.04 | 0.81 | 0.34 | 0.47 | NA | NA | 0.16 | 1.95 | -0.91 | 3.81 | 0.02 | -0.16 | 0.07 | 2.33 | 1.25 | -0.2 | 0.44 | 1.08 | -1.1 | 0.29 | 1.52 | 0.61 | 1.05 | 1.91 | -1.16 | -1.43 | -1.24 | 3.6 | 1.26 | -3.16 | 1.78 | -0.42 |
| Draw Down(%) | NA | 14.2 | 23.1 | 23.1 | 25.9 | NA | NA | 70.9 | 6.1 | 23.1 | 1.9 | 13.4 | 15.0 | 12.2 | 8.5 | 14.7 | 25.9 | 18.8 | 27.5 | 56.6 | 13.3 | 13.8 | 7.6 | 9.4 | 14.8 | 32.3 | 43.4 | 38.4 | 10.2 | 28.3 | 11.9 | 6.4 | 4.0 |
| Standard Deviation(%) | NA | 13.7 | 12.0 | 13.3 | 16.1 | NA | NA | 20.1 | 11.8 | 15.8 | 7.1 | 15.1 | 14.9 | 12.8 | 13.3 | 15.6 | 26.4 | 20.6 | 26.8 | 42.1 | 18.6 | 12.7 | 9.9 | 11.4 | 14.3 | 20.5 | 23.0 | 28.0 | 16.9 | 19.8 | 13.4 | 32.3 | 14.8 |
| Treynor Ratio | NA | 0.13 | 0.1 | 0.05 | 0.08 | NA | NA | 0.04 | 0.23 | -0.14 | 0.31 | 0.0 | -0.03 | 0.01 | 0.31 | 0.21 | -0.05 | 0.1 | 0.33 | -0.49 | 0.06 | 0.24 | 0.08 | 0.18 | 0.34 | -0.3 | -0.39 | -0.26 | 0.71 | 0.32 | -0.6 | 1.11 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.02 | 0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.05 | 0.01 | 0.04 | 0.0 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.05 | -0.07 | -0.04 | 0.11 | 0.05 | -0.01 | 0.2 | NA |
| Beta | NA | 1.06 | 1.0 | 0.92 | 0.95 | NA | NA | 0.91 | 0.98 | 1.06 | 0.86 | 0.84 | 0.9 | 1.03 | 0.98 | 0.91 | 0.99 | 0.94 | 0.89 | 0.95 | 0.95 | 0.82 | 0.79 | 0.68 | 0.8 | 0.81 | 0.83 | 1.32 | 0.86 | 0.77 | 0.71 | 0.52 | NA |
| RSquared | NA | 0.8 | 0.81 | 0.83 | 0.88 | NA | NA | 0.67 | 0.8 | 0.83 | 0.75 | 0.88 | 0.86 | 0.76 | 0.82 | 0.87 | 0.96 | 0.93 | 0.94 | 0.96 | 0.92 | 0.84 | 0.69 | 0.61 | 0.68 | 0.72 | 0.47 | 0.56 | 0.43 | 0.64 | 0.59 | 0.01 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.3 | 0.7 | 0.9 | 1.5 | N/A | 0.0 | 0.0 | 0.0 | 1.2 | 0.0 | 0.1 | 0.0 | 0.4 | 2.0 | 0.8 | 2.9 | 0.0 | 2.5 | 1.4 | 0.4 | 0.0 | 2.0 | 0.0 | 0.0 | 11.2 | 14.4 | 3.2 | 20.4 | 11.0 | 0.7 |
| Dividend Growth(%) | N/A | N/A | 626.3 | -64.2 | -86.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | 2200.0 | -53.8 | N/A | -100.0 | -83.5 | 183.3 | -66.7 | N/A | -100.0 | 111.3 | 327.6 | N/A | -100.0 | N/A | N/A | -100.0 | 15.1 | 459.1 | -85.1 | 173.0 | 1456.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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