Find A Portfolio/Ticker
Comparison Box
PEQUX: PUTNAM GLOBAL EQUITY FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 01/03/1986 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 3.60% |
| Expenses | 1.36% |
| Sign up to get fund ranking change alerts | |
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 | 20 Yr | Since 01/03/1986 |
2024 | 2023 | 2022 | 2021 | 2020 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 18.9 | 18.4 | 14.3 | 3.1 | 3.5 | 6.7 | 4.9 | 6.5 | 3.5 | 19.1 | -18.2 | -18.3 | 10.1 | 26.7 | -12.6 | 28.1 | 1.0 | -1.9 | 1.5 | 31.7 | 19.8 | -4.9 | 9.7 | 29.8 | -45.4 | 8.9 | 23.1 | 8.7 | 13.5 | 29.0 | -22.0 | -29.7 | -32.6 | 64.8 | 34.5 | 26.3 | 24.0 | 18.7 | -4.0 | 31.8 | 0.2 | 17.9 | -9.2 | 24.6 | 7.7 | -14.5 | 31.0 |
| Sharpe Ratio | NA | 2.39 | 0.99 | 0.71 | 0.05 | 0.11 | NA | NA | 0.23 | -0.26 | 1.2 | -0.86 | -0.58 | 0.31 | 2.2 | -0.89 | 3.88 | 0.05 | -0.13 | 0.11 | 2.36 | 1.28 | -0.18 | 0.47 | 1.12 | -1.1 | 0.32 | 1.58 | 0.67 | 1.1 | 2.0 | -1.12 | -1.41 | -1.27 | 3.64 | 1.55 | 1.28 | 2.12 | 1.86 | -0.8 | 4.52 | -0.22 | 1.12 | -0.83 | 1.88 | 0.31 | -0.65 | 2.35 |
| Draw Down(%) | NA | 11.1 | 11.1 | 19.7 | 50.8 | 50.8 | NA | NA | 70.3 | 9.5 | 11.3 | 32.3 | 29.5 | 35.7 | 6.0 | 22.8 | 2.0 | 13.5 | 14.9 | 12.1 | 8.4 | 14.6 | 25.8 | 18.7 | 27.4 | 56.5 | 13.2 | 13.6 | 7.5 | 9.1 | 14.6 | 31.5 | 43.2 | 40.1 | 10.1 | 28.2 | 11.9 | 6.4 | 4.9 | 10.7 | 3.0 | 9.0 | 8.1 | 20.2 | 7.0 | 9.7 | 37.1 | 6.1 |
| Standard Deviation(%) | NA | 17.6 | 15.3 | 15.5 | 20.4 | 19.4 | NA | NA | 18.7 | 11.9 | 12.4 | 22.8 | 31.4 | 32.0 | 11.5 | 15.8 | 7.1 | 15.0 | 14.9 | 12.8 | 13.4 | 15.6 | 26.6 | 20.6 | 26.6 | 42.1 | 18.6 | 12.6 | 9.8 | 11.5 | 14.2 | 20.6 | 22.9 | 28.9 | 16.9 | 20.1 | 17.7 | 9.6 | 8.0 | 8.7 | 6.6 | 9.8 | 12.6 | 17.2 | 10.1 | 9.8 | 28.6 | 11.5 |
| Treynor Ratio | NA | 0.44 | 0.16 | 0.11 | 0.01 | 0.02 | NA | NA | 0.05 | -0.03 | 0.16 | -0.18 | -0.23 | 0.1 | 0.26 | -0.13 | 0.32 | 0.01 | -0.02 | 0.01 | 0.32 | 0.22 | -0.05 | 0.1 | 0.34 | -0.49 | 0.06 | 0.25 | 0.08 | 0.19 | 0.36 | -0.28 | -0.39 | -0.28 | 0.72 | 0.41 | 0.33 | 0.23 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | 0.02 | 0.01 | -0.02 | -0.01 | NA | NA | 0.01 | 0.0 | 0.02 | 0.0 | -0.09 | 0.0 | 0.02 | 0.01 | 0.02 | -0.01 | 0.01 | 0.02 | 0.05 | 0.01 | 0.04 | 0.0 | -0.01 | -0.02 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | -0.05 | -0.06 | -0.05 | 0.11 | 0.07 | 0.09 | 0.08 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.95 | 0.93 | 0.99 | 0.97 | 0.98 | NA | NA | 0.93 | 0.88 | 0.93 | 1.09 | 0.8 | 1.03 | 0.99 | 1.06 | 0.86 | 0.84 | 0.9 | 1.04 | 0.99 | 0.91 | 1.0 | 0.94 | 0.88 | 0.95 | 0.96 | 0.81 | 0.78 | 0.68 | 0.79 | 0.81 | 0.84 | 1.33 | 0.85 | 0.77 | 0.68 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.9 | 0.88 | 0.56 | 0.71 | NA | NA | 0.64 | 0.8 | 0.83 | 0.93 | 0.13 | 0.9 | 0.81 | 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 | 0.54 | 0.42 | 0.6 | 0.3 | 0.28 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.6 | 2.7 | 1.4 | 1.1 | 1.7 | 1.6 | N/A | 3.8 | 1.2 | 2.2 | 0.2 | 0.6 | 0.1 | 0.0 | 0.4 | 1.6 | 0.5 | 0.6 | 0.5 | 0.9 | 2.4 | 1.2 | 3.3 | 0.1 | 2.9 | 1.9 | 0.9 | 0.3 | 2.6 | 0.7 | 0.1 | 9.1 | 14.3 | 8.9 | 32.0 | 15.0 | 9.9 | 0.1 | 2.3 | 1.0 | 4.1 | 7.1 | 0.8 | 0.4 | 6.7 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | 271.4 | 652.9 | 256.4 | 13.8 | -82.1 | N/A | N/A | 271.4 | -57.5 | 1093.1 | -71.3 | 1162.5 | N/A | -100.0 | -71.9 | 184.1 | -8.0 | 38.9 | -28.0 | -65.0 | 111.9 | -53.0 | 2050.0 | -96.9 | 84.0 | 133.3 | 275.0 | -87.2 | 173.7 | 307.1 | -99.2 | -5.4 | 103.0 | -73.9 | 127.7 | 65.4 | 6385.7 | -91.9 | 120.5 | -71.1 | -51.8 | 166.7 | 96.3 | -94.8 | 390.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) (94%)
Best ETFs
- DGT (SPDR Global Dow ETF) (100%)
- TOK (iShares MSCI Kokusai ETF) (96%)
- ACWI (iShares MSCI ACWI ETF) (96%)
- DEW (WisdomTree Global High Dividend Fund) (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) (96%)
- IOO (iShares Global 100 ETF) (95%)
- VT (Vanguard Total World Stock ETF) (95%)
- SDIV (Global X SuperDividend ETF) (32%)
- URTH (iShares MSCI World ETF) (32%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) (31%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) (99%)
- BOE (BlackRock Global Opportunities Equity Trust) (99%)
- GLQ (Clough Global EF) (98%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) (98%)
- EOD (Allspring Global Dividend Opportunity Fund) (97%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) (97%)
Latest Articles Related to PEQUX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
