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PIVMX: PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS M SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Small/Mid Value |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/19/1996 |
Last Dividend Date: | 12/21/2018 |
12-Mo. Yield | 0.00% |
Expenses | 1.87% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/01/2000 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 11.3 | 2.7 | 5.3 | 5.3 | 5.7 | 4.6 | 2.4 | 19.5 | -16.9 | 33.9 | -3.4 | 1.8 | -13.9 | 23.2 | 21.6 | -21.6 | 18.1 | 55.9 | -48.7 | 8.3 | 31.5 | 18.8 | 30.2 | 37.7 | -14.4 | -27.6 | -12.5 | 87.9 | 24.1 | 10.3 | 1.4 |
Sharpe Ratio | NA | 1.15 | 0.84 | 0.31 | 0.25 | NA | NA | 0.33 | 1.78 | -1.31 | 4.6 | -0.21 | 0.12 | -1.22 | 2.09 | 1.28 | -0.75 | 0.84 | 1.98 | -1.33 | 0.27 | 1.95 | 1.61 | 2.13 | 3.26 | -0.99 | -1.43 | -0.66 | 6.37 | 1.22 | 0.53 | 17.52 |
Draw Down(%) | NA | 10.4 | 24.9 | 24.9 | 31.2 | NA | NA | 65.4 | 8.2 | 24.9 | 2.8 | 13.1 | 16.0 | 18.9 | 8.8 | 16.5 | 31.2 | 20.0 | 25.2 | 59.4 | 15.8 | 18.2 | 9.7 | 12.1 | 15.2 | 34.5 | 45.0 | 39.6 | 5.5 | 25.7 | 12.5 | 0.0 |
Standard Deviation(%) | NA | 12.5 | 11.2 | 13.3 | 16.6 | NA | NA | 18.5 | 11.4 | 13.9 | 7.3 | 17.0 | 14.8 | 11.4 | 11.1 | 17.0 | 29.0 | 21.4 | 28.2 | 37.1 | 19.5 | 14.6 | 10.4 | 13.7 | 11.4 | 15.7 | 21.2 | 25.0 | 13.3 | 17.0 | 12.6 | 3.4 |
Treynor Ratio | NA | 0.16 | 0.11 | 0.05 | 0.04 | NA | NA | 0.06 | 0.22 | -0.19 | 0.42 | -0.04 | 0.02 | -0.16 | 0.28 | 0.22 | -0.2 | 0.18 | 0.51 | -0.44 | 0.05 | 0.28 | 0.18 | 0.29 | 0.4 | -0.14 | -0.36 | -0.11 | 1.22 | 0.32 | 0.09 | 1.65 |
Alpha | NA | 0.03 | 0.02 | 0.0 | -0.01 | NA | NA | 0.0 | 0.02 | 0.03 | 0.04 | -0.04 | -0.01 | -0.04 | -0.01 | 0.0 | -0.01 | 0.0 | 0.03 | -0.02 | 0.02 | 0.01 | -0.01 | -0.01 | -0.06 | -0.08 | -0.11 | -0.01 | 0.2 | 0.07 | 0.11 | 0.14 |
Beta | NA | 0.92 | 0.85 | 0.91 | 0.98 | NA | NA | 1.01 | 0.9 | 0.96 | 0.79 | 0.85 | 1.01 | 0.87 | 0.84 | 1.0 | 1.09 | 1.01 | 1.09 | 1.13 | 1.16 | 1.03 | 0.95 | 1.01 | 0.92 | 1.12 | 0.85 | 1.57 | 0.69 | 0.65 | 0.72 | 0.36 |
RSquared | NA | 0.85 | 0.77 | 0.85 | 0.91 | NA | NA | 0.75 | 0.82 | 0.86 | 0.77 | 0.83 | 0.92 | 0.9 | 0.89 | 0.95 | 0.97 | 0.94 | 0.95 | 0.92 | 0.84 | 0.88 | 0.73 | 0.85 | 0.6 | 0.54 | 0.24 | 0.35 | 0.23 | 0.32 | 0.41 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2000
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