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PEUYX: Putnam Europe Eq Cl Y (MUTUAL FUND)
Basic Info
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/19/2005 |
Last Dividend Date: | 06/19/2019 |
12-Mo. Yield | 3.64% |
Expenses | 1.18% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/02/2011 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.3 | 1.6 | 6.2 | 5.8 | 17.8 | -18.0 | 21.4 | -4.8 | 1.9 | -6.6 | 31.6 | 25.7 | -11.6 | 6.5 | 33.9 | -45.2 | -10.3 | 33.9 | -0.4 |
Sharpe Ratio | NA | -0.15 | 0.53 | 0.0 | 0.38 | 0.09 | 3.22 | -1.32 | 2.34 | -0.24 | 0.12 | -0.48 | 2.31 | 1.33 | -0.36 | 0.24 | 1.05 | -1.05 | -0.51 | 2.05 | -2.25 |
Draw Down(%) | NA | 20.8 | 25.5 | 25.5 | 30.3 | 69.6 | 4.1 | 25.5 | 3.5 | 14.8 | 12.4 | 17.8 | 7.8 | 17.2 | 30.3 | 22.3 | 28.7 | 55.9 | 25.7 | 15.1 | 0.9 |
Standard Deviation(%) | NA | 14.1 | 12.8 | 15.3 | 19.6 | 23.5 | 12.0 | 14.7 | 8.9 | 20.9 | 16.4 | 13.6 | 13.7 | 19.5 | 32.3 | 26.4 | 32.3 | 43.7 | 26.3 | 15.0 | 6.9 |
Treynor Ratio | NA | -0.02 | 0.07 | 0.0 | 0.07 | 0.02 | 0.4 | -0.19 | 0.22 | -0.05 | 0.02 | -0.07 | 0.33 | 0.26 | -0.11 | 0.06 | 0.35 | -0.48 | -0.14 | 0.31 | -0.27 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | -0.01 | -0.02 | 0.02 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | -0.09 | 0.0 | -0.02 |
Beta | NA | 1.03 | 1.01 | 0.98 | 1.0 | 0.98 | 0.98 | 1.01 | 0.97 | 1.01 | 0.94 | 0.99 | 0.96 | 0.98 | 1.01 | 1.03 | 0.96 | 0.95 | 0.99 | 1.0 | 0.58 |
RSquared | NA | 0.95 | 0.94 | 0.95 | 0.96 | 0.92 | 0.94 | 0.95 | 0.9 | 0.97 | 0.95 | 0.9 | 0.94 | 0.96 | 0.97 | 0.97 | 0.97 | 0.95 | 0.55 | 0.9 | 0.41 |
Yield(%) | N/A | 3.6 | 3.0 | 1.9 | 3.1 | N/A | 2.1 | 1.9 | 0.9 | 2.9 | 1.3 | 1.6 | 1.3 | 2.1 | 4.6 | 2.1 | 0.9 | 0.0 | 1.9 | 2.6 | 1.3 |
Dividend Growth(%) | N/A | 387.0 | 84.7 | N/A | N/A | N/A | -13.5 | 160.0 | -71.4 | 118.8 | -23.8 | 55.6 | -25.0 | -61.3 | 121.4 | 223.1 | N/A | -100.0 | -9.7 | 113.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2011
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