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PGILX: Putnam Global Industrials Fund Y Shs (MUTUAL FUND)
Basic Info 31.96 0.05(0.16%) April 18
Asset Class: | Industrials |
MyPlanIQ Rating: | (9%) |
Start Date: | 12/29/2008 |
Last Dividend Date: | 12/06/2023 |
12-Mo. Yield | 0.87% |
Expenses | 1.13% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/06/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.7 | 7.7 | 26.8 | 7.8 | 12.0 | 10.8 | 14.6 | 13.5 | 24.7 | -14.2 | 21.8 | 16.9 | 30.3 | -13.9 | 28.1 | 15.2 | 1.9 | 0.9 | 40.8 | 27.3 | -14.4 | 33.2 | 25.0 | 4.4 |
Sharpe Ratio | NA | 2.99 | 2.29 | 0.41 | 0.54 | 0.59 | NA | 0.69 | 1.52 | -0.67 | 1.65 | 0.54 | 2.12 | -0.82 | 3.38 | 1.2 | 0.13 | 0.07 | 3.2 | 1.58 | -0.45 | 1.46 | 0.84 | 1134.39 |
Draw Down(%) | NA | 2.2 | 8.7 | 21.3 | 36.2 | 36.2 | NA | 36.2 | 8.7 | 20.4 | 5.6 | 36.2 | 6.7 | 25.0 | 2.8 | 8.5 | 13.2 | 13.4 | 8.2 | 12.5 | 33.6 | 16.6 | 31.6 | 0.0 |
Standard Deviation(%) | NA | 12.3 | 12.3 | 17.0 | 20.0 | 17.1 | NA | 19.7 | 13.5 | 23.3 | 13.2 | 30.6 | 13.7 | 18.4 | 8.2 | 12.5 | 14.2 | 12.5 | 12.8 | 17.4 | 32.3 | 22.7 | 29.7 | 19.7 |
Treynor Ratio | NA | 0.47 | 0.41 | 0.09 | 0.16 | 0.14 | NA | 0.16 | 0.29 | -0.17 | 0.32 | 0.27 | 0.39 | -0.16 | 0.39 | 0.21 | 0.02 | 0.01 | 0.48 | 0.27 | -0.13 | 0.34 | 0.3 | 80.84 |
Alpha | NA | 0.05 | 0.04 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.03 | -0.03 | 0.03 | 0.03 | 0.03 | 0.0 | 0.04 | 0.0 | 0.02 | -0.02 | 0.02 | 0.03 | -0.05 | 0.02 | 0.02 | -5.31 |
Beta | NA | 0.79 | 0.69 | 0.82 | 0.7 | 0.73 | NA | 0.82 | 0.71 | 0.92 | 0.67 | 0.62 | 0.74 | 0.95 | 0.71 | 0.72 | 0.8 | 0.81 | 0.85 | 1.02 | 1.09 | 0.97 | 0.84 | 2.77 |
RSquared | NA | 0.64 | 0.6 | 0.76 | 0.7 | 0.73 | NA | 0.8 | 0.66 | 0.84 | 0.71 | 0.67 | 0.71 | 0.92 | 0.68 | 0.77 | 0.79 | 0.82 | 0.76 | 0.84 | 0.94 | 0.93 | 0.92 | 1.0 |
Yield(%) | N/A | 0.0 | 1.0 | 4.9 | 4.5 | 5.9 | 12.0 | N/A | 1.1 | 5.5 | 9.3 | 0.0 | 3.2 | 6.6 | 5.3 | 3.8 | 3.8 | 16.4 | 10.0 | 0.9 | 5.3 | 11.2 | 4.9 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -84.3 | 110.6 | -29.1 | N/A | N/A | N/A | -84.3 | -32.0 | N/A | -100.0 | -62.0 | 53.1 | 58.1 | -3.1 | -80.1 | 105.8 | 1318.2 | -86.4 | -43.0 | 173.1 | 2500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2009
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