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PHAYX: Putnam High Yield Advantage Y (MUTUAL FUND)
Basic Info 5.66 0.02(0.35%) May 02
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/14/1999 |
| Last Dividend Date: | 11/21/2024 |
| 12-Mo. Yield | 3.26% |
| Expenses | 1.79% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/19/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | -0.5 | 4.1 | 3.8 | 5.0 | 3.7 | 5.1 | 5.8 | 5.2 | 5.5 | 12.4 | -11.7 | 5.1 | 5.9 | 14.2 | -3.9 | 7.2 | 16.1 | -5.2 | 2.2 | 7.1 | 15.3 | 3.4 | 12.9 | 49.0 | -24.2 | 3.7 | 12.3 | 3.6 | 11.7 | 27.7 | -0.0 | 3.4 | -8.4 | 5.7 |
| Sharpe Ratio | NA | -1.04 | -0.48 | -0.12 | 0.47 | 0.37 | NA | NA | 0.88 | -0.28 | 1.56 | -1.78 | 2.11 | 0.52 | 4.52 | -1.63 | 2.99 | 3.23 | -1.3 | 0.68 | 2.47 | 5.46 | 0.64 | 3.23 | 8.21 | -2.68 | 0.21 | 4.0 | 0.51 | 4.11 | 9.38 | -0.24 | 0.24 | -3.48 | 0.84 |
| Draw Down(%) | NA | 4.7 | 6.8 | 8.7 | 15.0 | 20.9 | NA | NA | 31.1 | 3.6 | 4.4 | 15.0 | 1.9 | 20.9 | 1.2 | 5.8 | 1.8 | 5.0 | 10.3 | 5.5 | 5.0 | 2.9 | 9.9 | 4.5 | 6.7 | 31.1 | 5.7 | 1.5 | 4.8 | 3.9 | 2.9 | 10.4 | 7.6 | 12.4 | 4.0 |
| Standard Deviation(%) | NA | 5.5 | 4.6 | 5.7 | 5.2 | 5.4 | NA | NA | 4.8 | 3.9 | 5.3 | 7.4 | 2.4 | 10.9 | 2.8 | 3.2 | 2.2 | 4.9 | 4.0 | 3.2 | 2.9 | 2.8 | 5.3 | 4.0 | 6.0 | 9.3 | 3.6 | 2.3 | 2.7 | 2.6 | 2.9 | 4.6 | 4.7 | 3.6 | 3.1 |
| Treynor Ratio | NA | -0.05 | -0.03 | -0.01 | 0.03 | 0.02 | NA | NA | 0.05 | -0.02 | 0.1 | -0.14 | 0.07 | 0.06 | 0.19 | -0.08 | 0.14 | 0.19 | -0.06 | 0.03 | 0.11 | 0.28 | 0.04 | 0.21 | 0.62 | -0.28 | 0.01 | 0.31 | 0.03 | 0.22 | 0.58 | -0.02 | 0.02 | -0.34 | 0.04 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | 0.0 | 0.02 | 0.03 | -0.01 | 0.02 | 0.06 | -0.03 | 0.01 | 0.03 | 0.0 | 0.03 | 0.07 | 0.0 | 0.0 | -0.04 | 0.03 |
| Beta | NA | 1.12 | 0.85 | 0.88 | 0.88 | 0.89 | NA | NA | 0.77 | 0.67 | 0.82 | 0.93 | 0.69 | 0.99 | 0.67 | 0.66 | 0.47 | 0.86 | 0.83 | 0.74 | 0.67 | 0.55 | 0.84 | 0.6 | 0.78 | 0.88 | 0.64 | 0.29 | 0.55 | 0.49 | 0.47 | 0.5 | 0.47 | 0.37 | 0.62 |
| RSquared | NA | 0.67 | 0.38 | 0.74 | 0.74 | 0.79 | NA | NA | 0.64 | 0.3 | 0.77 | 0.89 | 0.47 | 0.95 | 0.63 | 0.56 | 0.39 | 0.77 | 0.68 | 0.63 | 0.56 | 0.37 | 0.71 | 0.45 | 0.66 | 0.72 | 0.52 | 0.11 | 0.37 | 0.36 | 0.3 | 0.26 | 0.52 | 0.15 | 0.21 |
| Yield(%) | N/A | 0.0 | 3.2 | 4.4 | 4.7 | 4.5 | 5.4 | 5.9 | N/A | 5.1 | 5.6 | 4.2 | 4.2 | 4.5 | 5.2 | 4.4 | 5.2 | 6.5 | 5.4 | 5.2 | 6.0 | 6.9 | 7.2 | 7.1 | 10.1 | 7.4 | 7.2 | 7.5 | 6.9 | 7.4 | 9.8 | 10.5 | 11.6 | 10.8 | 10.6 |
| Dividend Growth(%) | N/A | -100.0 | -42.6 | -8.5 | -18.0 | N/A | N/A | N/A | N/A | -5.0 | 14.0 | 0.0 | -6.4 | -6.0 | 9.1 | -13.5 | -12.6 | 8.3 | 0.0 | -11.8 | -7.3 | -8.1 | 7.7 | -3.9 | -4.4 | -0.9 | -0.2 | 5.5 | -3.1 | -12.4 | -16.7 | -16.8 | -12.5 | -3.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/19/2007
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See High Yield Bond Asset Class Trend Rankings |
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