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PNOPX: PUTNAM MULTI-CAP GROWTH FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 122.34 0.32(0.26%) May 13
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (30%) |
Start Date: | 12/28/1990 |
Last Dividend Date: | 12/06/2023 |
12-Mo. Yield | 3.36% |
Expenses | 0.99% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 13.0 | 32.3 | 7.4 | 14.3 | 13.9 | 15.4 | 10.6 | 8.2 | 26.2 | -22.9 | 23.4 | 28.6 | 35.9 | -0.9 | 29.1 | 7.6 | -0.5 | 13.4 | 36.3 | 16.7 | -5.0 | 19.4 | 31.8 | -38.5 | 5.6 | 8.7 | 9.9 | 10.1 | 32.7 | -30.6 | -30.1 | -25.1 | 69.7 | 24.4 | 22.6 | 10.8 | 46.2 | 2.5 | 30.3 | 23.4 | 63.2 | 0.3 |
Sharpe Ratio | NA | 2.99 | 2.37 | 0.27 | 0.64 | 0.73 | NA | NA | 0.46 | 1.69 | -0.98 | 1.73 | 0.96 | 2.54 | -0.12 | 3.32 | 0.5 | -0.03 | 0.94 | 2.94 | 1.06 | -0.18 | 1.01 | 1.38 | -1.02 | 0.15 | 0.4 | 0.65 | 0.64 | 1.7 | -1.06 | -0.85 | -0.61 | 2.68 | 0.8 | 0.96 | 0.41 | 2.96 | -0.03 | 1.65 | 1.25 | 3.27 | NA |
Draw Down(%) | NA | 6.4 | 9.0 | 29.1 | 30.3 | 30.3 | NA | NA | 74.1 | 9.0 | 28.0 | 6.8 | 30.3 | 7.1 | 20.3 | 2.7 | 13.4 | 14.2 | 9.1 | 5.7 | 13.3 | 25.0 | 16.2 | 19.4 | 48.9 | 12.5 | 13.8 | 7.7 | 15.2 | 12.2 | 40.4 | 51.5 | 43.8 | 14.3 | 35.1 | 16.1 | 18.9 | 8.6 | 16.8 | 15.6 | 19.0 | 9.4 | 0.0 |
Standard Deviation(%) | NA | 12.6 | 12.0 | 17.8 | 20.1 | 17.6 | NA | NA | 21.9 | 13.1 | 24.9 | 13.5 | 29.5 | 13.6 | 18.6 | 8.6 | 14.9 | 16.4 | 14.2 | 12.3 | 15.8 | 28.0 | 19.2 | 23.0 | 38.7 | 17.2 | 13.6 | 11.9 | 14.4 | 18.9 | 30.0 | 38.7 | 47.7 | 24.8 | 26.5 | 19.7 | 17.8 | 14.3 | 14.8 | 17.0 | 16.6 | 18.1 | 0.0 |
Treynor Ratio | NA | 0.59 | 0.45 | 0.08 | 0.19 | 0.18 | NA | NA | 0.11 | 0.34 | -0.38 | 0.44 | 0.39 | 0.55 | -0.03 | 0.3 | 0.08 | -0.01 | 0.13 | 0.36 | 0.16 | -0.05 | 0.2 | 0.35 | -0.39 | 0.03 | 0.06 | 0.08 | 0.1 | 0.34 | -0.35 | -0.32 | -0.23 | 0.63 | 0.22 | 0.22 | 0.09 | 0.63 | 0.0 | 0.25 | 0.21 | 0.65 | 0.0 |
Alpha | NA | 0.06 | 0.03 | 0.01 | 0.01 | 0.01 | NA | NA | 0.02 | -0.01 | 0.02 | 0.06 | -0.04 | 0.03 | -0.01 | 0.0 | 0.03 | -0.03 | 0.0 | 0.0 | -0.01 | -0.02 | 0.03 | 0.0 | 0.0 | -0.02 | 0.03 | 0.0 | 0.01 | 0.03 | 0.01 | 0.02 | 0.02 | 0.15 | -0.01 | 0.01 | -0.01 | 0.07 | 0.0 | 0.12 | 0.08 | 0.06 | NA |
Beta | NA | 0.64 | 0.63 | 0.63 | 0.66 | 0.72 | NA | NA | 0.92 | 0.64 | 0.64 | 0.54 | 0.73 | 0.62 | 0.87 | 0.96 | 0.98 | 1.0 | 1.02 | 1.0 | 1.05 | 1.05 | 0.99 | 0.92 | 1.02 | 1.0 | 0.99 | 0.94 | 0.94 | 0.93 | 0.91 | 1.04 | 1.28 | 1.05 | 0.97 | 0.87 | 0.78 | 0.67 | 1.02 | 1.14 | 1.0 | 0.91 | NA |
RSquared | NA | 0.9 | 0.87 | 0.87 | 0.82 | 0.83 | NA | NA | 0.81 | 0.85 | 0.9 | 0.72 | 0.78 | 0.7 | 0.96 | 0.92 | 0.94 | 0.97 | 0.96 | 0.96 | 0.92 | 0.98 | 0.98 | 0.97 | 0.97 | 0.92 | 0.9 | 0.86 | 0.91 | 0.91 | 0.93 | 0.88 | 0.86 | 0.8 | 0.78 | 0.79 | 0.39 | 0.24 | 0.54 | 0.45 | 0.44 | 0.62 | 0.0 |
Yield(%) | N/A | 0.0 | 3.4 | 6.9 | 9.1 | 10.1 | 16.0 | 10.5 | N/A | 3.6 | 6.0 | 13.0 | 8.8 | 9.0 | 16.7 | 6.0 | 0.0 | 11.2 | 13.1 | 0.3 | 0.5 | 0.0 | 0.1 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.4 | 12.6 | 3.9 | 2.7 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | -56.7 | -16.7 | 6.0 | 15695.1 | N/A | N/A | N/A | -56.7 | -48.8 | 73.6 | 24.1 | -55.4 | 243.3 | N/A | -100.0 | -13.3 | 6062.5 | -30.4 | N/A | -100.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 29.6 | 288.3 | 72.5 | 240.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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