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PIVRX: PUTNAM INVESTORS FUND CLASS R SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/04/2003 |
| Last Dividend Date: | 12/06/2017 |
| 12-Mo. Yield | 0.92% |
| Expenses | 1.43% |
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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 | Since 08/04/2003 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 4.6 | 7.3 | 11.2 | 8.2 | 2.5 | 22.6 | 11.8 | -2.8 | 13.5 | 34.7 | 16.3 | -0.4 | 13.8 | 30.7 | -40.4 | -5.3 | 13.6 | 8.5 | 12.6 | 14.6 |
| Sharpe Ratio | NA | 1.19 | 0.69 | 0.98 | 0.47 | 0.39 | 0.24 | 2.89 | 0.84 | -0.18 | 1.11 | 3.05 | 1.23 | -0.02 | 0.76 | 1.12 | -1.01 | -0.44 | 0.86 | 0.55 | 1.02 | 3.23 |
| Draw Down(%) | NA | 10.4 | 17.7 | 18.2 | 46.4 | 60.3 | 10.4 | 3.0 | 12.1 | 13.5 | 8.7 | 5.4 | 11.5 | 21.4 | 16.7 | 25.9 | 50.2 | 17.7 | 9.6 | 7.8 | 9.0 | 3.9 |
| Standard Deviation(%) | NA | 12.7 | 13.6 | 12.8 | 20.2 | 18.7 | 16.7 | 7.6 | 13.8 | 15.6 | 12.1 | 11.4 | 13.3 | 24.2 | 18.1 | 27.2 | 40.7 | 19.1 | 12.1 | 11.5 | 11.4 | 11.9 |
| Treynor Ratio | NA | 0.15 | 0.09 | 0.12 | 0.1 | 0.07 | 0.04 | 0.2 | 0.11 | -0.03 | 0.13 | 0.34 | 0.16 | 0.0 | 0.14 | 0.31 | -0.42 | -0.07 | 0.09 | 0.06 | 0.12 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.02 | -0.05 | -0.01 | 0.01 | 0.02 | NA |
| Beta | NA | 0.99 | 1.02 | 1.02 | 0.99 | 1.01 | 0.98 | 1.1 | 1.03 | 1.0 | 1.05 | 1.01 | 1.03 | 1.02 | 0.99 | 1.0 | 0.98 | 1.17 | 1.15 | 1.09 | 1.01 | NA |
| RSquared | NA | 0.94 | 0.97 | 0.97 | 0.98 | 0.96 | 0.94 | 0.94 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.97 | 0.94 | 0.93 | 0.95 | 0.89 | 0.0 |
| Yield(%) | N/A | 0.9 | 0.7 | 1.0 | 1.0 | N/A | 0.0 | 1.0 | 0.2 | 1.0 | 0.8 | 1.2 | 0.9 | 0.9 | 0.6 | 1.5 | 0.0 | 0.0 | 0.2 | 1.2 | 0.3 | 0.3 |
| Dividend Growth(%) | N/A | 389.4 | 6.8 | 92.3 | N/A | N/A | -100.0 | 389.4 | -77.8 | 34.2 | -13.2 | 54.2 | 4.4 | 73.8 | -51.1 | 6550.0 | N/A | -100.0 | -77.9 | 413.8 | -6.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/04/2003
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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