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PINOX: PUTNAM INTERNATIONAL GROWTH FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/19/1995 |
Last Dividend Date: | 05/13/2020 |
12-Mo. Yield | 0.78% |
Expenses | 1.37% |
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Performance Analytics (As of 12/24/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -17.3 | -5.5 | 1.0 | 2.2 | 3.1 | 3.0 | 4.1 | -17.5 | 24.2 | -18.3 | 35.0 | -6.7 | 1.1 | -6.0 | 22.2 | 20.9 | -17.0 | 12.5 | 38.8 | -41.7 | 12.8 | 25.7 | 18.3 | 13.2 | 33.3 | -14.1 | -28.6 | -38.2 | 105.3 | 15.9 | 1.6 | 16.8 | 2.9 |
Sharpe Ratio | NA | -0.8 | -0.39 | 0.01 | 0.11 | NA | NA | 0.17 | -0.81 | 2.03 | -1.31 | 4.58 | -0.43 | 0.08 | -0.52 | 1.74 | 1.26 | -0.59 | 0.56 | 1.47 | -1.16 | 0.53 | 1.57 | 1.57 | 0.92 | 2.55 | -0.91 | -1.66 | -1.41 | 5.46 | 0.59 | -3.86 | 1.85 | 30.57 |
Draw Down(%) | NA | 33.6 | 35.3 | 35.3 | 35.3 | NA | NA | 70.5 | 33.6 | 8.0 | 26.5 | 3.0 | 13.8 | 14.1 | 14.9 | 10.6 | 15.6 | 30.4 | 21.1 | 23.8 | 51.7 | 14.0 | 17.9 | 7.2 | 10.6 | 13.6 | 24.7 | 39.8 | 48.4 | 7.5 | 32.6 | 17.3 | 6.2 | 0.0 |
Standard Deviation(%) | NA | 21.9 | 16.7 | 15.2 | 16.6 | NA | NA | 18.9 | 22.0 | 11.2 | 15.0 | 7.5 | 16.0 | 14.6 | 11.6 | 12.8 | 16.6 | 28.8 | 22.0 | 26.4 | 36.8 | 18.5 | 14.3 | 10.3 | 13.4 | 12.8 | 16.6 | 19.0 | 30.1 | 18.7 | 21.3 | 13.8 | 7.2 | 5.8 |
Treynor Ratio | NA | -0.37 | -0.11 | 0.0 | 0.02 | NA | NA | 0.04 | -0.38 | 0.23 | -0.19 | 0.39 | -0.08 | 0.01 | -0.06 | 0.23 | 0.21 | -0.17 | 0.12 | 0.43 | -0.49 | 0.1 | 0.23 | 0.19 | 0.13 | 0.39 | -0.19 | -0.32 | -0.25 | 0.92 | 0.13 | -0.77 | 0.24 | 3.5 |
Alpha | NA | -0.09 | -0.03 | -0.02 | -0.01 | NA | NA | 0.0 | -0.09 | 0.01 | -0.02 | 0.04 | -0.04 | 0.01 | 0.0 | 0.01 | 0.01 | -0.02 | 0.01 | 0.03 | -0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | -0.04 | -0.07 | 0.18 | 0.0 | -0.07 | 0.04 | 0.21 |
Beta | NA | 0.48 | 0.61 | 0.67 | 0.83 | NA | NA | 0.9 | 0.48 | 0.98 | 1.06 | 0.89 | 0.88 | 0.91 | 0.96 | 0.96 | 0.98 | 1.03 | 1.02 | 0.89 | 0.87 | 1.03 | 0.99 | 0.86 | 0.91 | 0.84 | 0.79 | 0.98 | 1.68 | 1.11 | 0.97 | 0.7 | 0.56 | 0.5 |
RSquared | NA | 0.45 | 0.56 | 0.63 | 0.78 | NA | NA | 0.79 | 0.45 | 0.86 | 0.88 | 0.77 | 0.92 | 0.93 | 0.87 | 0.91 | 0.96 | 0.95 | 0.96 | 0.95 | 0.94 | 0.88 | 0.86 | 0.74 | 0.86 | 0.87 | 0.89 | 0.79 | 0.67 | 0.58 | 0.79 | 0.59 | 0.35 | 0.46 |
Yield(%) | N/A | 0.8 | 0.3 | 0.5 | 0.7 | 1.0 | 1.0 | N/A | 0.8 | 0.0 | 0.0 | 0.0 | 1.8 | 0.0 | 0.0 | 0.2 | 0.5 | 3.0 | 1.4 | 3.3 | 0.0 | 1.5 | 0.6 | 1.9 | 0.2 | 1.1 | 0.0 | 0.0 | 10.4 | 10.9 | 0.0 | 9.2 | 0.4 | 0.1 |
Dividend Growth(%) | N/A | N/A | -42.6 | -19.1 | -10.5 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -42.9 | -86.0 | 138.1 | -43.2 | N/A | -100.0 | 212.5 | -63.6 | 1000.0 | -77.8 | N/A | N/A | -100.0 | 80.1 | N/A | -100.0 | 2675.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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