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PMYAX: Putnam MultiCap Core Fd A Shs (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/05/2014 |
| 12-Mo. Yield | 1.76% |
| Expenses | 1.35% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 14.0 | 18.9 | 19.7 | 2.3 | 7.2 | 41.6 | 18.1 | 0.2 | 15.2 |
| Sharpe Ratio | NA | 1.15 | 1.49 | 1.2 | 0.73 | 0.63 | 3.57 | 1.32 | 0.01 | 5.8 |
| Draw Down(%) | NA | 8.8 | 12.3 | 22.8 | 3.6 | 8.8 | 5.3 | 12.3 | 22.8 | 3.5 |
| Standard Deviation(%) | NA | 12.2 | 12.7 | 16.3 | 13.6 | 11.8 | 11.6 | 13.8 | 25.2 | 12.3 |
| Treynor Ratio | NA | 0.14 | 0.18 | 0.19 | 0.1 | 0.07 | 0.4 | 0.17 | 0.0 | 0.69 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.06 |
| Beta | NA | 0.99 | 1.03 | 1.04 | 0.94 | 1.03 | 1.03 | 1.06 | 1.05 | 1.03 |
| RSquared | NA | 0.95 | 0.97 | 0.96 | 0.97 | 0.93 | 0.97 | 0.98 | 0.96 | 0.94 |
| Yield(%) | N/A | 1.8 | 6.3 | N/A | 0.0 | 1.8 | 11.5 | 6.0 | 5.4 | 1.9 |
| Dividend Growth(%) | N/A | -80.2 | N/A | N/A | -100.0 | -80.2 | 119.0 | 4.4 | 235.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
Calculate Performance
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View Historical Data in an advanced chart |
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See LARGE BLEND Asset Class Trend Rankings |
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