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PGFFX: Putnam Global Financials Fund A Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Financial |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 12/29/2008 |
| Last Dividend Date: | 06/12/2019 |
| 12-Mo. Yield | 3.07% |
| Expenses | 1.40% |
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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 | -6.5 | 9.3 | 1.6 | 6.3 | 6.9 | 11.0 | -19.1 | 20.6 | 4.4 | -1.8 | -1.8 | 29.8 | 31.0 | -20.4 | 2.3 | 33.5 | 4.7 |
| Sharpe Ratio | NA | -0.52 | 0.61 | 0.07 | 0.29 | 0.3 | 1.66 | -1.27 | 2.19 | 0.2 | -0.12 | -0.13 | 1.91 | 1.62 | -0.6 | 0.08 | 0.77 | 2778.61 |
| Draw Down(%) | NA | 23.0 | 28.3 | 28.3 | 35.8 | 41.9 | 7.8 | 28.3 | 3.6 | 20.0 | 13.3 | 11.6 | 9.7 | 19.8 | 35.8 | 22.7 | 41.9 | 0.0 |
| Standard Deviation(%) | NA | 15.6 | 13.6 | 15.5 | 20.3 | 23.2 | 13.5 | 16.1 | 9.1 | 21.2 | 15.3 | 13.6 | 15.6 | 19.3 | 34.1 | 26.4 | 43.1 | 11.5 |
| Treynor Ratio | NA | -0.1 | 0.11 | 0.01 | 0.06 | 0.09 | 0.27 | -0.27 | 0.33 | 0.04 | -0.02 | -0.02 | 0.28 | 0.29 | -0.21 | 0.02 | 0.55 | 263.27 |
| Alpha | NA | -0.03 | -0.01 | -0.03 | -0.02 | -0.01 | -0.01 | -0.04 | 0.03 | -0.07 | -0.01 | -0.06 | -0.01 | 0.01 | -0.03 | -0.04 | 0.08 | -1.9 |
| Beta | NA | 0.83 | 0.76 | 0.85 | 0.94 | 0.78 | 0.83 | 0.77 | 0.61 | 1.05 | 0.85 | 1.02 | 1.05 | 1.07 | 0.98 | 1.0 | 0.61 | 1.22 |
| RSquared | NA | 0.81 | 0.77 | 0.79 | 0.85 | 0.77 | 0.84 | 0.8 | 0.75 | 0.81 | 0.83 | 0.82 | 0.85 | 0.85 | 0.91 | 0.88 | 0.71 | 1.0 |
| Yield(%) | N/A | 3.1 | 2.9 | 6.0 | 6.5 | N/A | 2.0 | 1.4 | 1.7 | 1.8 | 3.4 | 22.5 | 4.6 | 0.8 | 1.8 | 8.5 | 6.3 | 0.1 |
| Dividend Growth(%) | N/A | 99.5 | -82.0 | 73.2 | N/A | N/A | 14.5 | -7.0 | 3.6 | -51.5 | -88.3 | 489.0 | 683.8 | -66.2 | -80.6 | 72.7 | 8087.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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