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PGTAX: Putnam Global Technology Fund A Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Technology |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 01/05/2009 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 6.32% |
| Expenses | 1.33% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/05/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.5 | 2.9 | 25.6 | 8.2 | 15.9 | 14.6 | 15.9 | 19.5 | 53.4 | -32.5 | -8.9 | 49.2 | 47.2 | -7.0 | 46.7 | 12.2 | 10.7 | 13.5 | 24.3 | 13.1 | -5.9 | 10.5 | 48.9 |
| Sharpe Ratio | NA | 0.06 | -0.01 | 0.91 | 0.23 | 0.58 | NA | 0.66 | 0.58 | 2.89 | -1.07 | -0.31 | 1.22 | 2.65 | -0.36 | 4.23 | 0.75 | 0.62 | 0.99 | 1.91 | 0.8 | -0.25 | 0.57 | 1.86 |
| Draw Down(%) | NA | 28.0 | 28.5 | 28.5 | 52.8 | 52.8 | NA | 52.8 | 16.9 | 12.2 | 38.5 | 24.1 | 30.6 | 8.5 | 29.3 | 6.0 | 13.4 | 13.9 | 8.4 | 7.7 | 14.3 | 20.0 | 15.3 | 19.7 |
| Standard Deviation(%) | NA | 37.4 | 30.5 | 24.6 | 27.2 | 25.0 | NA | 22.8 | 22.2 | 17.2 | 31.9 | 28.4 | 39.8 | 17.3 | 23.2 | 10.9 | 15.9 | 17.4 | 13.6 | 12.7 | 16.5 | 24.2 | 18.2 | 26.5 |
| Treynor Ratio | NA | 0.02 | 0.0 | 0.24 | 0.07 | 0.16 | NA | 0.16 | 0.14 | 0.57 | -0.37 | -0.1 | 0.54 | 0.51 | -0.09 | 0.51 | 0.13 | 0.12 | 0.14 | 0.25 | 0.13 | -0.06 | 0.12 | 0.52 |
| Alpha | NA | 0.01 | -0.02 | 0.0 | -0.03 | -0.01 | NA | -0.01 | -0.03 | 0.02 | -0.03 | -0.12 | 0.02 | 0.01 | -0.04 | 0.04 | 0.0 | 0.02 | -0.01 | -0.02 | 0.0 | -0.03 | 0.0 | -0.01 |
| Beta | NA | 1.01 | 0.99 | 0.93 | 0.93 | 0.92 | NA | 0.93 | 0.95 | 0.88 | 0.91 | 0.89 | 0.91 | 0.9 | 0.93 | 0.91 | 0.91 | 0.91 | 0.93 | 0.96 | 0.99 | 0.95 | 0.89 | 0.94 |
| RSquared | NA | 0.98 | 0.97 | 0.95 | 0.8 | 0.85 | NA | 0.88 | 0.87 | 0.93 | 0.94 | 0.43 | 0.85 | 0.88 | 0.89 | 0.86 | 0.91 | 0.87 | 0.94 | 0.91 | 0.96 | 0.97 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.0 | 6.3 | 4.6 | 2.0 | 5.7 | 7.0 | N/A | 8.2 | 0.6 | 1.0 | 0.0 | 0.0 | 3.6 | 7.8 | 9.4 | 0.9 | 4.9 | 5.7 | 0.0 | 0.0 | 4.7 | 2.6 | 8.6 |
| Dividend Growth(%) | N/A | -100.0 | 1987.0 | 422.5 | -26.4 | N/A | N/A | N/A | 1987.0 | -61.4 | N/A | N/A | -100.0 | -61.9 | 15.2 | 1037.3 | -80.0 | -5.8 | N/A | N/A | -100.0 | 96.1 | -57.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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