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PGCNX: Putnam Global Consumer Fund C Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 12/29/2008 |
| Last Dividend Date: | 06/12/2019 |
| 12-Mo. Yield | 10.48% |
| Expenses | 2.15% |
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Performance Analytics (As of 06/26/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/05/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.3 | 10.1 | 6.7 | 12.4 | 12.4 | 14.5 | -10.0 | 24.1 | 4.5 | 4.0 | 1.3 | 35.1 | 17.9 | -6.1 | 23.4 | 32.7 | 2.8 |
| Sharpe Ratio | NA | -0.19 | 0.75 | 0.47 | 0.83 | 0.82 | 2.4 | -0.73 | 3.25 | 0.28 | 0.28 | 0.12 | 3.16 | 1.35 | -0.28 | 1.35 | 1.53 | 288.42 |
| Draw Down(%) | NA | 19.6 | 20.9 | 20.9 | 20.9 | 21.2 | 7.4 | 20.9 | 3.8 | 10.7 | 11.9 | 11.0 | 6.2 | 10.2 | 20.2 | 13.8 | 21.2 | 0.0 |
| Standard Deviation(%) | NA | 15.4 | 12.3 | 13.2 | 14.5 | 15.3 | 12.8 | 15.6 | 7.2 | 15.2 | 14.2 | 10.7 | 11.1 | 13.4 | 21.8 | 17.2 | 21.3 | 11.2 |
| Treynor Ratio | NA | -0.03 | 0.11 | 0.07 | 0.14 | 0.15 | 0.35 | -0.14 | 0.33 | 0.04 | 0.05 | 0.02 | 0.38 | 0.19 | -0.07 | 0.26 | 0.45 | 33.05 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.03 | 0.03 | -0.03 | 0.01 | -0.04 | 0.02 | 0.01 | -0.03 | 0.03 | 0.04 | -0.49 |
| Beta | NA | 0.9 | 0.84 | 0.86 | 0.88 | 0.85 | 0.89 | 0.81 | 0.72 | 1.03 | 0.82 | 0.84 | 0.91 | 0.96 | 0.9 | 0.91 | 0.73 | 0.98 |
| RSquared | NA | 0.81 | 0.72 | 0.76 | 0.83 | 0.83 | 0.76 | 0.79 | 0.44 | 0.8 | 0.81 | 0.81 | 0.83 | 0.84 | 0.92 | 0.9 | 0.86 | 1.0 |
| Yield(%) | N/A | 10.5 | 6.5 | 6.5 | 9.7 | N/A | 4.7 | 7.0 | 2.8 | 2.7 | 3.7 | 12.6 | 8.9 | 3.3 | 8.1 | 6.5 | 4.0 | 0.1 |
| Dividend Growth(%) | N/A | 367.0 | -25.7 | 42.9 | N/A | N/A | -43.8 | 199.0 | 8.5 | -27.7 | -73.6 | 74.2 | 211.6 | -65.5 | 44.1 | 107.4 | 5125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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See Consumer Defensive Asset Class Trend Rankings |
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