Find A Portfolio/Ticker
Comparison Box
PGCYX: Putnam Global Consumer Fund Y Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 12/29/2008 |
| Last Dividend Date: | 06/12/2019 |
| 12-Mo. Yield | 9.96% |
| Expenses | 1.15% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/28/2020)
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 | 0.0 | 3.5 | 6.8 | 10.8 | 13.6 | 15.1 | -9.0 | 25.3 | 5.5 | 5.0 | 2.4 | 36.4 | 19.1 | -5.2 | 24.7 | 34.0 | 2.9 |
| Sharpe Ratio | NA | -0.12 | 0.84 | 0.55 | 0.91 | 0.89 | 2.51 | -0.67 | 3.42 | 0.35 | 0.35 | 0.22 | 3.27 | 1.44 | -0.24 | 1.43 | 1.59 | 291.1 |
| Draw Down(%) | NA | 19.4 | 20.1 | 20.1 | 20.1 | 21.0 | 7.4 | 20.1 | 3.6 | 10.6 | 11.8 | 10.8 | 6.1 | 10.1 | 19.8 | 13.6 | 21.0 | 0.0 |
| Standard Deviation(%) | NA | 15.4 | 12.3 | 13.2 | 14.5 | 15.3 | 12.8 | 15.5 | 7.2 | 15.3 | 14.2 | 10.7 | 11.1 | 13.4 | 21.8 | 17.2 | 21.3 | 11.5 |
| Treynor Ratio | NA | -0.02 | 0.12 | 0.08 | 0.15 | 0.16 | 0.36 | -0.13 | 0.35 | 0.05 | 0.06 | 0.03 | 0.4 | 0.2 | -0.06 | 0.27 | 0.47 | 33.35 |
| Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | 0.03 | -0.02 | 0.02 | -0.03 | 0.02 | 0.01 | -0.03 | 0.04 | 0.05 | -0.53 |
| Beta | NA | 0.9 | 0.84 | 0.86 | 0.88 | 0.85 | 0.88 | 0.81 | 0.71 | 1.04 | 0.82 | 0.84 | 0.91 | 0.96 | 0.9 | 0.9 | 0.73 | 1.01 |
| RSquared | NA | 0.81 | 0.73 | 0.76 | 0.83 | 0.83 | 0.76 | 0.79 | 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 | 6.9 | 6.8 | 10.5 | N/A | 4.5 | 6.6 | 3.8 | 3.6 | 3.6 | 12.9 | 9.3 | 4.1 | 8.6 | 7.4 | 4.6 | 0.1 |
| Dividend Growth(%) | N/A | 235.1 | -21.2 | 38.9 | N/A | N/A | -43.8 | 114.5 | 8.9 | 0.5 | -74.9 | 71.2 | 163.7 | -59.2 | 35.5 | 108.2 | 4209.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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%)
Latest Articles Related to PGCYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
