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PGEAX: Putnam Global Energy A (MUTUAL FUND)
Basic Info
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 12/29/2008 |
| Last Dividend Date: | 12/22/2016 |
| 12-Mo. Yield | 0.60% |
| Expenses | 1.40% |
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Performance Analytics (As of 03/12/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/09/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -6.2 | -7.8 | -2.6 | -23.9 | 23.0 | -34.9 | -19.2 | 15.3 | 1.7 | -3.3 | 14.1 | 26.3 | 3.2 |
| Sharpe Ratio | NA | -0.61 | -0.97 | -0.38 | -0.09 | -2.05 | 0.81 | -1.32 | -0.97 | 1.1 | 0.09 | -0.1 | 0.58 | 0.78 | 473.13 |
| Draw Down(%) | NA | 27.1 | 64.7 | 64.7 | 64.7 | 26.7 | 20.4 | 41.1 | 36.1 | 7.8 | 21.3 | 30.5 | 21.5 | 24.2 | 0.0 |
| Standard Deviation(%) | NA | 22.6 | 26.2 | 22.5 | 25.3 | 21.9 | 27.9 | 26.5 | 19.7 | 13.8 | 19.1 | 31.7 | 24.2 | 33.8 | 10.7 |
| Treynor Ratio | NA | -0.12 | -0.24 | -0.08 | -0.02 | -0.34 | 0.21 | -0.35 | -0.18 | 0.16 | 0.02 | -0.03 | 0.14 | 0.3 | 69.01 |
| Alpha | NA | -0.06 | -0.09 | -0.07 | -0.04 | -0.09 | -0.04 | -0.07 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.25 |
| Beta | NA | 1.13 | 1.06 | 1.05 | 0.99 | 1.31 | 1.08 | 1.0 | 1.04 | 0.99 | 0.98 | 1.0 | 0.98 | 0.89 | 0.73 |
| RSquared | NA | 0.87 | 0.91 | 0.91 | 0.94 | 0.81 | 0.96 | 0.91 | 0.92 | 0.94 | 0.96 | 0.97 | 0.96 | 0.98 | 1.0 |
| Yield(%) | N/A | 0.6 | 2.7 | 2.8 | N/A | 0.0 | 0.6 | 0.0 | 9.4 | 0.7 | 0.7 | 4.0 | 4.9 | 3.1 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 89.3 | N/A | N/A | -100.0 | N/A | -100.0 | 1305.2 | 4.3 | -83.2 | -14.0 | 94.8 | 10800.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
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