Find A Portfolio/Ticker
Comparison Box
PGCOX: Putnam Global Consumer Fund A Shs (MUTUAL FUND)
Basic Info
Asset Class: | Consumer Defensive |
MyPlanIQ Rating: | (50%) |
Start Date: | 12/29/2008 |
Last Dividend Date: | 06/12/2019 |
12-Mo. Yield | 10.01% |
Expenses | 1.40% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/09/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.4 | 6.6 | 10.6 | 13.7 | 14.9 | -9.2 | 24.9 | 5.3 | 4.8 | 2.1 | 36.1 | 18.7 | -5.4 | 24.4 | 33.7 | 2.8 |
Sharpe Ratio | NA | -0.14 | 0.82 | 0.53 | 0.89 | 0.88 | 2.48 | -0.68 | 3.36 | 0.33 | 0.34 | 0.2 | 3.25 | 1.41 | -0.25 | 1.41 | 1.58 | 290.18 |
Draw Down(%) | NA | 19.4 | 20.3 | 20.3 | 20.3 | 21.0 | 7.4 | 20.3 | 3.7 | 10.7 | 11.8 | 10.8 | 6.2 | 10.1 | 20.0 | 13.6 | 21.0 | 0.0 |
Standard Deviation(%) | NA | 15.4 | 12.3 | 13.1 | 14.5 | 15.3 | 12.7 | 15.6 | 7.3 | 15.2 | 14.2 | 10.6 | 11.1 | 13.4 | 21.8 | 17.2 | 21.3 | 11.4 |
Treynor Ratio | NA | -0.02 | 0.12 | 0.08 | 0.15 | 0.16 | 0.36 | -0.13 | 0.34 | 0.05 | 0.06 | 0.02 | 0.4 | 0.2 | -0.06 | 0.27 | 0.46 | 33.25 |
Alpha | NA | -0.03 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | 0.03 | -0.02 | 0.01 | -0.03 | 0.02 | 0.01 | -0.03 | 0.04 | 0.05 | -0.51 |
Beta | NA | 0.9 | 0.84 | 0.86 | 0.88 | 0.84 | 0.88 | 0.82 | 0.71 | 1.03 | 0.82 | 0.84 | 0.91 | 0.96 | 0.89 | 0.9 | 0.72 | 1.0 |
RSquared | NA | 0.81 | 0.73 | 0.77 | 0.83 | 0.83 | 0.76 | 0.81 | 0.43 | 0.8 | 0.81 | 0.81 | 0.82 | 0.84 | 0.92 | 0.9 | 0.86 | 1.0 |
Yield(%) | N/A | 10.0 | 6.7 | 6.6 | 10.2 | N/A | 4.5 | 6.7 | 3.5 | 3.4 | 3.6 | 12.6 | 9.1 | 3.8 | 8.3 | 7.2 | 4.4 | 0.1 |
Dividend Growth(%) | N/A | 261.8 | -21.7 | 40.9 | N/A | N/A | -43.8 | 131.6 | 8.9 | -7.0 | -74.3 | 71.8 | 177.1 | -60.6 | 34.2 | 108.3 | 4490.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Defensive Asset Class Trend Rankings |
Top Rated Funds in Consumer Defensive
Best Mutual Funds
- FDFAX (CONSUMER STAPLES PORTFOLIO CONSUMER STAPLES PORTFOLIO) (97%)
- FDAGX (CONSUMER STAPLES PORTFOLIO FIDELITY ADVISOR CONSUMER STAPLES FUND: CLASS A) (69%)
- VCSAX (VANGUARD CONSUMER STAPLES INDEX FUND ADMIRAL SHARES) (65%)
- RYCIX (CONSUMER PRODUCTS FUND INVESTOR CLASS) (63%)
- PGCMX (Putnam Global Consumer Fund M Shs) (55%)
- PGCKX (Putnam Global Consumer Fund B Shs) (53%)
- PGCNX (Putnam Global Consumer Fund C Shs) (53%)
- PGCYX (Putnam Global Consumer Fund Y Shs) (52%)
- PGCOX (Putnam Global Consumer Fund A Shs) (50%)
- ICLCX (ICON CONSUMER STAPLES FUND CLASS C) (45%)
Best ETFs
- FXG (First Trust Consumer Staples AlphaDEX Fund) (90%)
- IYK (iShares U.S. Consumer Staples ETF) (86%)
- KXI (iShares Global Consumer Staples ETF) (85%)
- PBJ (Invesco Food & Beverage ETF) (84%)
- PSL (Invesco Dorsey Wright Consumer Staples Momentum ETF) (83%)
- RHS (Invesco S&P 500® Equal Weight Consumer Staples ETF) (81%)
- VDC (Vanguard Consumer Staples ETF) (81%)
- IPS (SPDR S&P Intl Cnsmr Stapl Sect ETF) (37%)
- CROP (IQ Global Agribusiness Small Cap ETF) (29%)
- PSCC (Invesco S&P SmallCap Consumer Staples ETF) (21%)