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PINVX: PUTNAM INVESTORS FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/07/1980 |
| Last Dividend Date: | 12/06/2017 |
| 12-Mo. Yield | 1.13% |
| Expenses | 1.18% |
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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 | 20 Yr | Since 01/03/1986 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 4.7 | 7.5 | 11.4 | 8.4 | 4.7 | 9.4 | 2.5 | 22.9 | 12.1 | -2.5 | 13.8 | 35.0 | 16.6 | -0.2 | 14.3 | 31.2 | -40.3 | -5.1 | 13.9 | 8.8 | 12.8 | 27.6 | -23.8 | -24.8 | -18.5 | 30.1 | 35.5 | 34.5 | 21.4 | 37.5 | -3.2 | 17.9 | 7.9 | 28.6 | -2.8 | 33.9 | 7.5 | 4.0 | 15.7 | 23.2 | -12.0 | 6.6 | 24.2 | -15.2 | 29.5 |
| Sharpe Ratio | NA | 1.2 | 0.7 | 1.0 | 0.48 | NA | NA | 0.32 | 0.24 | 2.95 | 0.85 | -0.16 | 1.14 | 3.07 | 1.26 | -0.01 | 0.79 | 1.14 | -1.01 | -0.43 | 0.88 | 0.58 | 1.03 | 1.56 | -0.94 | -1.13 | -0.78 | 1.24 | 1.33 | 1.53 | 1.31 | 3.51 | -0.53 | 1.52 | 0.49 | 1.56 | -0.47 | 2.13 | 0.17 | 0.0 | 0.76 | 1.46 | -0.83 | 0.03 | 0.76 | -1.31 | 1.28 |
| Draw Down(%) | NA | 10.3 | 17.5 | 18.1 | 46.2 | NA | NA | 66.2 | 10.3 | 3.0 | 12.2 | 13.4 | 8.7 | 5.4 | 11.5 | 21.3 | 16.5 | 25.8 | 50.0 | 17.6 | 9.6 | 7.7 | 8.9 | 14.5 | 34.2 | 37.9 | 27.6 | 11.9 | 26.8 | 11.1 | 9.2 | 3.3 | 11.0 | 6.1 | 9.6 | 9.3 | 23.9 | 7.7 | 9.0 | 34.7 | 12.4 | 11.5 | 26.1 | 13.5 | 19.5 | 26.2 | 20.6 |
| Standard Deviation(%) | NA | 12.7 | 13.6 | 12.8 | 20.2 | NA | NA | 19.3 | 16.7 | 7.6 | 13.8 | 15.6 | 12.1 | 11.4 | 13.2 | 24.1 | 18.1 | 27.2 | 40.8 | 19.0 | 12.1 | 11.5 | 11.4 | 17.2 | 26.6 | 24.3 | 28.9 | 21.7 | 24.1 | 20.1 | 13.5 | 9.6 | 11.7 | 10.4 | 11.1 | 15.8 | 17.1 | 13.3 | 16.3 | 32.9 | 15.3 | 12.4 | 22.4 | 19.5 | 21.8 | 19.1 | 19.9 |
| Treynor Ratio | NA | 0.15 | 0.09 | 0.13 | 0.1 | NA | NA | 0.06 | 0.04 | 0.2 | 0.11 | -0.03 | 0.13 | 0.34 | 0.16 | 0.0 | 0.14 | 0.31 | -0.41 | -0.07 | 0.09 | 0.06 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | -0.05 | -0.01 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 1.01 | 1.02 | 0.99 | NA | NA | 1.02 | 0.98 | 1.1 | 1.03 | 1.01 | 1.05 | 1.02 | 1.02 | 1.02 | 1.0 | 1.0 | 0.99 | 1.16 | 1.15 | 1.09 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.97 | 0.97 | 0.99 | NA | NA | 0.36 | 0.94 | 0.94 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.94 | 0.93 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.1 | 1.3 | 1.5 | 1.5 | 1.4 | 1.0 | N/A | 0.0 | 1.2 | 1.2 | 1.4 | 1.0 | 1.4 | 1.1 | 1.0 | 1.0 | 1.7 | 0.2 | 0.0 | 0.2 | 1.1 | 0.1 | 0.5 | 0.0 | 0.0 | 1.4 | 0.9 | 3.4 | 12.4 | 14.2 | 17.1 | 9.1 | 17.1 | 14.3 | 12.8 | 7.2 | 11.9 | 2.2 | 48.7 | 16.7 | 2.1 | 1.8 | 1.9 | 2.5 | 1.8 | 2.9 |
| Dividend Growth(%) | N/A | 19.2 | 49.7 | 117.1 | 80.6 | -79.8 | N/A | N/A | -100.0 | 19.2 | -22.9 | 56.6 | -6.6 | 44.2 | 14.0 | 7.5 | -21.6 | 537.5 | N/A | -100.0 | -76.4 | 775.0 | -66.7 | N/A | N/A | -100.0 | 102.3 | -66.5 | -66.0 | -8.2 | 1.3 | 64.6 | -47.1 | 11.3 | 29.7 | 56.3 | -24.8 | 438.2 | -97.4 | 191.9 | 885.0 | 0.0 | 0.0 | -13.0 | 15.0 | -20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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See LARGE BLEND Asset Class Trend Rankings |
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