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PGBYX: Putnam Global Telecommunication Y (MUTUAL FUND)
Basic Info
Asset Class: | Communications |
MyPlanIQ Rating: | (27%) |
Start Date: | 01/05/2009 |
Last Dividend Date: | 06/19/2019 |
12-Mo. Yield | 0.00% |
Expenses | 1.15% |
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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 | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.0 | 0.0 | -3.4 | 1.1 | 7.8 | 8.3 | 0.0 | 0.9 | -11.4 | 14.4 | 3.2 | 5.7 | -2.5 | 35.9 | 19.6 | 4.2 | 21.9 | 12.8 |
SR | NA | 0.0 | -0.24 | -0.05 | 0.6 | 0.54 | 0.0 | -0.03 | -0.82 | 1.73 | 0.19 | 0.4 | -0.2 | 3.17 | 1.75 | 0.21 | 1.34 | 0.6 |
DD(%) | NA | 0.0 | 20.9 | 20.9 | 20.9 | 23.0 | 0.0 | 16.9 | 20.9 | 5.1 | 9.1 | 13.1 | 14.6 | 6.0 | 7.0 | 15.3 | 11.1 | 23.0 |
SD(%) | NA | 0.3 | 14.2 | 14.3 | 14.2 | 15.1 | NA | 18.1 | 15.6 | 8.0 | 15.8 | 14.2 | 12.5 | 11.3 | 11.3 | 19.9 | 16.3 | 21.3 |
TR | NA | -25.51 | -0.17 | -0.02 | 0.17 | 0.15 | NA | -0.01 | -0.17 | 0.2 | 0.03 | 0.08 | -0.03 | 0.45 | 0.27 | 0.05 | 0.27 | 0.19 |
Alpha(%) | NA | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | -0.04 | -0.04 | 0.0 | -0.03 | 0.02 | -0.05 | 0.03 | 0.03 | 0.01 | 0.03 | -0.01 |
Beta(%) | NA | 0.0 | 0.19 | 0.32 | 0.5 | 0.55 | 0.0 | 0.4 | 0.74 | 0.69 | 0.99 | 0.75 | 0.89 | 0.79 | 0.72 | 0.79 | 0.8 | 0.67 |
RS | NA | 0.0 | 0.1 | 0.2 | 0.39 | 0.46 | 0.0 | 0.09 | 0.65 | 0.34 | 0.68 | 0.67 | 0.66 | 0.6 | 0.66 | 0.86 | 0.78 | 0.74 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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