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PEUGX: PUTNAM EUROPE EQUITY FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/29/1990 |
| Last Dividend Date: | 06/19/2019 |
| 12-Mo. Yield | 3.29% |
| Expenses | 1.43% |
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Performance Analytics (As of 08/28/2020)
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 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.2 | 1.4 | 6.0 | 5.7 | 4.0 | 5.9 | 17.6 | -18.2 | 21.1 | -5.0 | 1.7 | -7.3 | 31.9 | 25.4 | -11.8 | 6.5 | 33.6 | -45.4 | 11.9 | 34.0 | 9.9 | 18.4 | 31.5 | -19.6 | -22.9 | -5.5 | 23.2 | 23.6 | 21.9 | 22.7 | 18.0 | 5.0 | 31.1 | -1.8 | 13.5 | 0.4 |
| Sharpe Ratio | NA | -0.17 | 0.51 | -0.02 | 0.36 | NA | NA | 0.27 | 3.18 | -1.33 | 2.31 | -0.25 | 0.1 | -0.52 | 2.34 | 1.31 | -0.37 | 0.24 | 1.04 | -1.06 | 0.25 | 2.05 | 0.73 | 1.27 | 1.85 | -0.83 | -1.24 | -0.46 | 1.29 | 0.91 | 1.26 | 2.48 | 1.66 | 0.2 | 3.4 | -0.33 | 0.71 | -0.04 |
| Draw Down(%) | NA | 20.9 | 25.7 | 25.7 | 30.4 | NA | NA | 62.1 | 4.1 | 25.7 | 3.5 | 14.9 | 12.5 | 17.9 | 7.8 | 17.2 | 30.4 | 22.2 | 28.8 | 56.1 | 25.8 | 15.1 | 6.8 | 11.4 | 18.6 | 30.2 | 36.1 | 21.7 | 8.7 | 30.8 | 11.1 | 4.8 | 5.1 | 8.8 | 3.1 | 13.2 | 10.9 | 4.3 |
| Standard Deviation(%) | NA | 14.2 | 12.8 | 15.4 | 19.6 | NA | NA | 20.2 | 12.0 | 14.7 | 8.9 | 20.8 | 16.4 | 14.0 | 13.7 | 19.5 | 32.2 | 26.4 | 32.3 | 43.6 | 35.6 | 15.0 | 10.6 | 13.7 | 16.7 | 25.0 | 20.6 | 20.9 | 15.4 | 22.3 | 14.5 | 7.7 | 8.5 | 10.3 | 8.5 | 12.4 | 13.7 | 12.4 |
| Treynor Ratio | NA | -0.02 | 0.07 | 0.0 | 0.07 | NA | NA | 0.06 | 0.39 | -0.19 | 0.21 | -0.05 | 0.02 | -0.07 | 0.33 | 0.26 | -0.12 | 0.06 | 0.35 | -0.49 | 0.08 | 0.31 | 0.08 | 0.19 | 0.33 | -0.24 | -0.34 | -0.09 | 0.21 | 0.2 | 0.19 | 0.24 | 0.25 | 0.03 | 0.65 | -0.07 | 0.15 | -0.01 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.03 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | 0.03 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.04 | 0.01 | 0.02 | -0.02 | 0.0 | 0.02 | 0.01 | 0.01 | 0.06 | 0.0 | 0.01 | 0.02 |
| Beta | NA | 1.03 | 1.01 | 0.99 | 1.0 | NA | NA | 0.93 | 0.98 | 1.01 | 0.96 | 1.0 | 0.94 | 1.01 | 0.96 | 0.98 | 1.01 | 1.03 | 0.96 | 0.95 | 1.1 | 1.0 | 0.92 | 0.91 | 0.93 | 0.87 | 0.75 | 1.02 | 0.97 | 0.99 | 0.94 | 0.79 | 0.57 | 0.62 | 0.44 | 0.55 | 0.67 | 0.55 |
| RSquared | NA | 0.95 | 0.94 | 0.95 | 0.96 | NA | NA | 0.82 | 0.94 | 0.95 | 0.9 | 0.97 | 0.95 | 0.89 | 0.94 | 0.96 | 0.98 | 0.97 | 0.97 | 0.95 | 0.31 | 0.9 | 0.85 | 0.78 | 0.97 | 0.9 | 0.69 | 0.88 | 0.84 | 0.91 | 0.85 | 0.68 | 0.41 | 0.47 | 0.36 | 0.38 | 0.81 | 0.78 |
| Yield(%) | N/A | 3.3 | 2.6 | 1.6 | 2.7 | 4.0 | 3.2 | N/A | 1.9 | 1.7 | 0.6 | 2.6 | 1.1 | 1.3 | 1.0 | 1.8 | 4.4 | 2.1 | 0.6 | 0.0 | 18.7 | 2.8 | 1.3 | 1.5 | 2.0 | 1.2 | 0.6 | 8.0 | 1.0 | 6.4 | 9.3 | 8.6 | 0.0 | 0.0 | 1.3 | 2.8 | 2.6 | 1.0 |
| Dividend Growth(%) | N/A | 563.6 | 96.5 | 18.8 | -57.7 | N/A | N/A | N/A | -7.9 | 245.5 | -78.9 | 139.5 | -26.5 | 65.1 | -29.7 | -64.9 | 113.4 | 354.4 | N/A | -100.0 | 766.4 | 133.1 | 5.7 | -6.1 | 30.2 | 69.3 | -94.1 | 855.1 | -81.3 | -19.7 | 18.8 | N/A | N/A | -100.0 | -56.5 | 17.1 | 146.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EUROPE STOCK Asset Class Trend Rankings |
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