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PGTYX: Putnam Global Technology Fund Y Shs (MUTUAL FUND)
Basic Info 64.85 0.13(0.20%) April 24
Asset Class: | Technology |
MyPlanIQ Rating: | (9%) |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.12% |
Expenses | 1.33% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/05/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 7.1 | 36.9 | 4.6 | 19.8 | 19.9 | 18.2 | 18.6 | 53.8 | -32.3 | 11.7 | 70.9 | 47.5 | -6.7 | 47.0 | 12.5 | 11.0 | 13.8 | 24.6 | 13.4 | -5.7 | 10.8 | 49.3 |
Sharpe Ratio | NA | 0.5 | 1.54 | 0.06 | 0.7 | 0.86 | NA | 0.83 | 2.91 | -1.06 | 0.56 | 2.01 | 2.67 | -0.35 | 4.26 | 0.77 | 0.63 | 1.02 | 1.93 | 0.82 | -0.24 | 0.59 | 1.88 |
Draw Down(%) | NA | 9.3 | 12.1 | 42.1 | 42.1 | 42.1 | NA | 42.1 | 12.1 | 38.4 | 12.5 | 30.6 | 8.5 | 29.2 | 6.0 | 13.3 | 13.9 | 8.4 | 7.6 | 14.2 | 19.8 | 15.3 | 19.7 |
Standard Deviation(%) | NA | 20.5 | 17.8 | 23.6 | 25.7 | 21.7 | NA | 21.2 | 17.2 | 31.8 | 20.8 | 35.1 | 17.3 | 23.2 | 11.0 | 16.0 | 17.4 | 13.6 | 12.7 | 16.5 | 24.3 | 18.2 | 26.4 |
Treynor Ratio | NA | 0.1 | 0.29 | 0.01 | 0.21 | 0.21 | NA | 0.2 | 0.57 | -0.37 | 0.12 | 0.93 | 0.51 | -0.09 | 0.51 | 0.13 | 0.12 | 0.15 | 0.26 | 0.14 | -0.06 | 0.12 | 0.53 |
Alpha | NA | 0.06 | 0.02 | -0.02 | 0.01 | 0.01 | NA | 0.0 | 0.02 | -0.03 | -0.05 | 0.1 | 0.01 | -0.04 | 0.04 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | -0.01 |
Beta | NA | 1.0 | 0.93 | 0.91 | 0.85 | 0.87 | NA | 0.89 | 0.88 | 0.91 | 0.94 | 0.75 | 0.9 | 0.93 | 0.91 | 0.92 | 0.91 | 0.93 | 0.96 | 0.98 | 0.96 | 0.89 | 0.94 |
RSquared | NA | 0.95 | 0.93 | 0.92 | 0.85 | 0.86 | NA | 0.89 | 0.93 | 0.94 | 0.81 | 0.76 | 0.88 | 0.89 | 0.86 | 0.91 | 0.87 | 0.94 | 0.91 | 0.96 | 0.98 | 0.98 | 0.98 |
Yield(%) | N/A | 0.0 | 0.7 | 6.3 | 12.3 | 15.7 | 19.4 | N/A | 0.9 | 1.1 | 19.8 | 20.0 | 3.8 | 7.9 | 9.3 | 1.2 | 4.8 | 5.6 | 0.0 | 0.0 | 4.6 | 2.6 | 8.9 |
Dividend Growth(%) | N/A | -100.0 | -50.0 | 6.6 | 208.5 | N/A | N/A | N/A | -50.0 | -94.6 | 43.0 | 677.9 | -60.1 | 18.9 | 815.4 | -75.0 | -6.3 | N/A | N/A | -100.0 | 94.7 | -58.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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