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PGBZX: Putnam Global Telecommunicatns Fnd A Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Communications |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 01/09/2009 |
| Last Dividend Date: | 06/19/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/26/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/09/2009 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -2.4 | -0.2 | 8.6 | 8.6 | 0.0 | 0.8 | -11.6 | 14.1 | 2.9 | 5.4 | -2.7 | 35.5 | 19.3 | 4.0 | 21.5 | 17.0 |
| Sharpe Ratio | NA | 0.0 | -0.25 | -0.07 | 0.58 | 0.55 | 0.0 | -0.04 | -0.83 | 1.69 | 0.17 | 0.38 | -0.22 | 3.15 | 1.73 | 0.2 | 1.32 | 0.83 |
| Draw Down(%) | NA | 0.0 | 21.1 | 21.1 | 21.1 | 21.1 | 0.0 | 17.0 | 21.1 | 5.1 | 9.2 | 13.2 | 14.7 | 6.1 | 7.0 | 15.4 | 11.2 | 19.9 |
| Standard Deviation(%) | NA | 0.3 | 14.2 | 14.3 | 14.2 | 15.1 | NA | 18.2 | 15.6 | 8.0 | 15.8 | 14.2 | 12.5 | 11.3 | 11.3 | 20.0 | 16.3 | 21.1 |
| Treynor Ratio | NA | -23.56 | -0.18 | -0.03 | 0.16 | 0.15 | NA | -0.02 | -0.17 | 0.2 | 0.03 | 0.07 | -0.03 | 0.45 | 0.27 | 0.05 | 0.27 | 0.26 |
| 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 | 0.0 |
| 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 |
| RSquared | NA | 0.0 | 0.1 | 0.2 | 0.39 | 0.46 | 0.0 | 0.08 | 0.67 | 0.33 | 0.68 | 0.67 | 0.66 | 0.61 | 0.67 | 0.86 | 0.78 | 0.74 |
| Yield(%) | N/A | 0.0 | 1.3 | 2.3 | 8.2 | N/A | 0.0 | 0.9 | 2.6 | 0.3 | 4.0 | 4.7 | 21.1 | 8.3 | 3.6 | 4.8 | 7.4 | 4.0 |
| Dividend Growth(%) | N/A | -100.0 | -88.7 | -74.2 | N/A | N/A | -100.0 | -70.3 | 935.0 | -92.9 | -14.6 | -82.8 | 213.6 | 170.2 | -25.2 | -26.8 | 111.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
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See Communications Asset Class Trend Rankings |
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* Day change on 06/26/2020.Latest Articles Related to PGBZX
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