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PGIHX: Putnam Global Industrials Fund M Shs (MUTUAL FUND)
Basic Info
Asset Class: | Industrials |
MyPlanIQ Rating: | (65%) |
Start Date: | 12/29/2008 |
Last Dividend Date: | 06/19/2019 |
12-Mo. Yield | 0.00% |
Expenses | 1.77% |
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Performance Analytics (As of 11/25/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/06/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 17.6 | 10.1 | 9.0 | 12.2 | 12.9 | 24.7 | -14.4 | 27.1 | 14.3 | 1.1 | 0.1 | 39.8 | 26.3 | -15.0 | 32.1 | 24.0 | 4.4 |
Sharpe Ratio | NA | 1.02 | 0.64 | 0.6 | 0.67 | 0.69 | 1.85 | -0.85 | 3.24 | 1.13 | 0.08 | 0.01 | 3.11 | 1.52 | -0.46 | 1.41 | 0.8 | 1111.52 |
Draw Down(%) | NA | 15.7 | 25.4 | 25.4 | 33.8 | 33.8 | 6.9 | 25.4 | 2.8 | 8.6 | 13.4 | 13.6 | 8.2 | 12.6 | 33.8 | 16.8 | 31.7 | 0.0 |
Standard Deviation(%) | NA | 15.9 | 14.1 | 13.9 | 17.8 | 19.2 | 14.1 | 18.4 | 8.2 | 12.5 | 14.3 | 12.5 | 12.8 | 17.4 | 32.4 | 22.7 | 29.8 | 19.4 |
Treynor Ratio | NA | 0.21 | 0.11 | 0.1 | 0.13 | 0.15 | 0.35 | -0.17 | 0.37 | 0.2 | 0.01 | 0.0 | 0.47 | 0.26 | -0.14 | 0.33 | 0.28 | 79.22 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.04 | 0.0 | 0.02 | -0.03 | 0.02 | 0.03 | -0.05 | 0.02 | 0.02 | -5.19 |
Beta | NA | 0.78 | 0.84 | 0.81 | 0.93 | 0.91 | 0.74 | 0.94 | 0.71 | 0.72 | 0.8 | 0.81 | 0.85 | 1.02 | 1.1 | 0.97 | 0.84 | 2.72 |
RSquared | NA | 0.78 | 0.81 | 0.8 | 0.86 | 0.87 | 0.71 | 0.92 | 0.68 | 0.77 | 0.79 | 0.82 | 0.77 | 0.84 | 0.94 | 0.93 | 0.92 | 1.0 |
Yield(%) | N/A | 7.7 | 5.1 | 6.6 | 8.4 | N/A | 0.2 | 6.8 | 4.6 | 3.3 | 3.9 | 15.7 | 10.1 | 0.0 | 4.7 | 10.5 | 4.4 | 0.2 |
Dividend Growth(%) | N/A | 85.5 | -44.7 | 61.6 | N/A | N/A | -97.3 | 80.7 | 59.6 | -18.8 | -78.9 | 94.2 | N/A | -100.0 | -46.2 | 180.9 | 2250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2009
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