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PGLCX: Putnam Global Natural Resources Cl C (MUTUAL FUND)
Basic Info
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 12/09/1999 |
| Last Dividend Date: | 06/19/2019 |
| 12-Mo. Yield | 0.20% |
| Expenses | 2.01% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/11/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.6 | -1.3 | -0.8 | 0.2 | -2.4 | 11.2 | -17.2 | 2.4 | 12.5 | -25.3 | -13.6 | 9.9 | 4.4 | -12.2 | 16.7 | 43.4 | -51.6 | 31.8 | 18.2 | 17.9 | 12.9 | 25.2 | -6.0 | -20.1 | 11.2 | 3.2 |
| Sharpe Ratio | NA | -0.47 | -0.1 | -0.52 | -0.02 | NA | 0.0 | 1.48 | -0.99 | 0.13 | 0.55 | -1.17 | -0.82 | 0.68 | 0.23 | -0.35 | 0.61 | 1.2 | -0.86 | 1.35 | 0.72 | 0.66 | 0.71 | 1.78 | -0.28 | -0.9 | 0.3 | 2.86 |
| Draw Down(%) | NA | 23.3 | 26.9 | 51.9 | 52.9 | NA | 66.3 | 9.5 | 26.9 | 17.4 | 16.9 | 33.7 | 28.3 | 10.7 | 20.9 | 35.5 | 23.4 | 24.5 | 66.3 | 15.5 | 17.5 | 16.7 | 11.7 | 9.5 | 26.7 | 28.0 | 13.4 | 3.0 |
| Standard Deviation(%) | NA | 16.2 | 16.1 | 19.1 | 21.8 | NA | 26.0 | 13.8 | 18.6 | 14.0 | 22.4 | 21.6 | 16.6 | 14.5 | 19.6 | 34.6 | 27.3 | 36.1 | 60.6 | 21.3 | 20.7 | 23.7 | 17.0 | 13.8 | 25.6 | 25.3 | 24.1 | 23.3 |
| Treynor Ratio | NA | -0.1 | -0.02 | -0.13 | 0.0 | NA | 0.0 | 0.26 | -0.22 | 0.03 | 0.15 | -0.33 | -0.18 | 0.12 | 0.05 | -0.12 | 0.15 | 0.48 | -0.57 | 0.33 | 0.19 | 0.19 | 0.17 | 0.3 | -0.07 | -0.27 | 0.09 | 0.56 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.02 | 0.01 | -0.01 | -0.01 | -0.03 | -0.03 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.05 | -0.02 | 0.04 | -0.07 | -0.03 | 0.0 | -0.03 | -0.06 | -0.07 | -0.32 |
| Beta | NA | 0.79 | 0.79 | 0.79 | 0.89 | NA | 0.89 | 0.78 | 0.86 | 0.71 | 0.81 | 0.77 | 0.78 | 0.85 | 0.85 | 0.99 | 1.1 | 0.9 | 0.93 | 0.88 | 0.8 | 0.81 | 0.7 | 0.8 | 1.01 | 0.85 | 0.81 | 1.19 |
| RSquared | NA | 0.72 | 0.73 | 0.81 | 0.86 | NA | 0.87 | 0.72 | 0.78 | 0.58 | 0.89 | 0.84 | 0.87 | 0.88 | 0.9 | 0.93 | 0.91 | 0.94 | 0.96 | 0.95 | 0.94 | 0.67 | 0.57 | 0.75 | 0.89 | 0.72 | 0.76 | 0.72 |
| Yield(%) | N/A | 0.2 | 0.1 | 0.1 | 0.6 | 3.9 | N/A | 0.2 | 0.1 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 2.0 | 1.6 | 0.7 | 6.9 | 25.0 | 12.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.9 |
| Dividend Growth(%) | N/A | -12.1 | N/A | -92.4 | N/A | N/A | N/A | 162.5 | -75.8 | N/A | N/A | N/A | N/A | -100.0 | -94.0 | 36.4 | 209.5 | -95.5 | -69.5 | 102.4 | N/A | N/A | N/A | N/A | -100.0 | -84.3 | -71.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2006
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