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PIVYX: Putnam International Capital Opp Y (MUTUAL FUND)
Basic Info 37.62 0.09(0.24%) December 08
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 11/17/2000 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 0.69% |
| Expenses | 1.50% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | 9.0 | 9.3 | 2.0 | 6.9 | 3.8 | 8.6 | 5.0 | -17.8 | 13.9 | 11.3 | 26.2 | -16.5 | 34.8 | -2.6 | 2.6 | -13.2 | 24.1 | 22.5 | -21.0 | 19.0 | 57.1 | -48.3 | 9.1 | 32.5 | 19.7 | 31.2 | 36.2 | -14.8 | -27.8 | -0.3 |
| SR | NA | 0.4 | 0.38 | 0.01 | 0.3 | 0.18 | NA | 0.21 | -0.88 | 1.16 | 0.41 | 2.21 | -1.28 | 4.74 | -0.17 | 0.17 | -1.16 | 2.17 | 1.33 | -0.73 | 0.88 | 2.03 | -1.32 | 0.32 | 2.02 | 1.69 | 2.2 | 3.1 | -1.01 | -1.44 | -0.38 |
| DD(%) | NA | 13.1 | 13.1 | 36.6 | 36.7 | 36.7 | NA | 64.8 | 34.1 | 10.1 | 36.7 | 8.1 | 24.5 | 2.7 | 13.0 | 15.9 | 18.6 | 8.7 | 16.4 | 30.9 | 19.9 | 25.1 | 59.2 | 15.7 | 18.1 | 9.6 | 12.0 | 15.1 | 34.3 | 44.7 | 6.0 |
| SD(%) | NA | 13.4 | 13.4 | 16.3 | 18.3 | 15.9 | NA | 18.9 | 21.8 | 12.0 | 27.0 | 11.2 | 13.9 | 7.3 | 17.0 | 14.8 | 11.4 | 11.1 | 17.0 | 29.0 | 21.4 | 28.1 | 37.1 | 19.5 | 14.6 | 10.4 | 13.7 | 11.4 | 15.8 | 21.2 | 17.1 |
| TR | NA | 0.06 | 0.06 | 0.0 | 0.07 | 0.03 | NA | 0.04 | -0.2 | 0.19 | 0.15 | 0.27 | -0.19 | 0.43 | -0.03 | 0.03 | -0.15 | 0.29 | 0.23 | -0.19 | 0.19 | 0.52 | -0.43 | 0.05 | 0.29 | 0.19 | 0.3 | 0.39 | -0.14 | -0.36 | -0.06 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | NA | -0.01 | -0.04 | 0.01 | 0.04 | 0.02 | 0.03 | 0.04 | -0.04 | -0.01 | -0.04 | -0.01 | 0.0 | -0.01 | 0.0 | 0.04 | -0.02 | 0.03 | 0.01 | -0.01 | -0.01 | -0.06 | -0.09 | -0.11 | -0.12 |
| Beta | NA | 0.9 | 0.9 | 0.9 | 0.81 | 0.84 | NA | 0.97 | 0.96 | 0.75 | 0.72 | 0.91 | 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 | 1.11 | 0.85 | 1.0 |
| RS | NA | 0.84 | 0.83 | 0.85 | 0.76 | 0.79 | NA | 0.81 | 0.89 | 0.77 | 0.67 | 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 | 0.59 | 0.54 | 0.24 | 0.29 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2000
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See Foreign Small/Mid Value Asset Class Trend Rankings |
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