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PNOYX: PUTNAM MULTI-CAP GROWTH FUND CLASS Y SHARES (MUTUAL FUND)
Basic Info 132.3 0.28(0.21%) April 24
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (76%) |
Start Date: | 10/26/1998 |
Last Dividend Date: | 12/06/2023 |
12-Mo. Yield | 2.86% |
Expenses | 0.99% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/27/1998 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 8.9 | 28.5 | 6.0 | 13.7 | 13.6 | 15.5 | 10.4 | 7.4 | 26.5 | -22.7 | 23.7 | 28.9 | 36.2 | -0.7 | 29.4 | 7.9 | -0.3 | 13.7 | 36.6 | 17.0 | -4.7 | 19.6 | 32.1 | -38.4 | 5.9 | 9.0 | 10.2 | 10.4 | 33.0 | -30.5 | -29.9 | -35.2 | 56.3 | 22.5 |
Sharpe Ratio | NA | 1.62 | 1.8 | 0.17 | 0.6 | 0.71 | NA | NA | 0.26 | 1.71 | -0.97 | 1.75 | 0.97 | 2.56 | -0.11 | 3.36 | 0.52 | -0.02 | 0.96 | 2.97 | 1.08 | -0.17 | 1.02 | 1.39 | -1.01 | 0.17 | 0.42 | 0.67 | 0.66 | 1.71 | -1.05 | -0.84 | -0.84 | 2.02 | 9.03 |
Draw Down(%) | NA | 6.4 | 9.0 | 29.0 | 30.3 | 30.3 | NA | NA | 77.6 | 9.0 | 27.9 | 6.8 | 30.3 | 7.1 | 20.2 | 2.7 | 13.4 | 14.1 | 9.1 | 5.6 | 13.3 | 24.9 | 16.3 | 19.4 | 48.8 | 12.5 | 13.7 | 7.6 | 15.2 | 12.1 | 40.3 | 51.4 | 51.5 | 14.2 | 8.2 |
Standard Deviation(%) | NA | 12.6 | 12.1 | 17.8 | 20.1 | 17.6 | NA | NA | 22.9 | 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 | 38.6 | 17.2 | 13.6 | 11.9 | 14.4 | 18.9 | 30.0 | 38.7 | 46.6 | 26.2 | 22.3 |
Treynor Ratio | NA | 0.32 | 0.34 | 0.05 | 0.18 | 0.17 | NA | NA | 0.07 | 0.35 | -0.38 | 0.44 | 0.39 | 0.56 | -0.02 | 0.3 | 0.08 | 0.0 | 0.13 | 0.37 | 0.16 | -0.05 | 0.2 | 0.35 | -0.38 | 0.03 | 0.06 | 0.09 | 0.1 | 0.35 | -0.35 | -0.31 | -0.34 | 0.47 | 3.65 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | -0.01 | 0.02 | 0.06 | -0.03 | 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 | 0.02 | 0.02 | -0.05 | 0.12 | 0.31 |
Beta | NA | 0.65 | 0.64 | 0.63 | 0.67 | 0.72 | NA | NA | 0.91 | 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 | 1.17 | 1.13 | 0.55 |
RSquared | NA | 0.91 | 0.87 | 0.86 | 0.82 | 0.83 | NA | NA | 0.85 | 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 | 0.75 | 0.84 | 0.41 |
Yield(%) | N/A | 0.0 | 3.3 | 6.2 | 8.4 | 9.9 | 15.9 | 9.9 | N/A | 3.5 | 5.4 | 12.2 | 8.3 | 8.6 | 15.8 | 5.9 | 0.0 | 10.9 | 12.7 | 0.5 | 0.7 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -53.4 | -16.8 | 6.4 | 9415.5 | N/A | N/A | N/A | -53.4 | -49.9 | 72.1 | 23.9 | -54.7 | 232.1 | N/A | -100.0 | -13.0 | 2948.5 | -10.8 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/1998
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