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PNVYX: PUTNAM INVESTORS FUND CLASS Y SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/11/1997 |
Last Dividend Date: | 12/06/2017 |
12-Mo. Yield | 1.20% |
Expenses | 0.93% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/27/1998 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 4.7 | 7.6 | 11.6 | 8.6 | 4.7 | 5.3 | 2.5 | 23.2 | 12.3 | -2.3 | 14.0 | 35.4 | 16.9 | 0.1 | 14.3 | 31.4 | -40.1 | -4.8 | 14.2 | 9.0 | 13.1 | 26.9 | -23.6 | -24.6 | -19.6 | 29.5 | 32.2 | -7.7 |
Sharpe Ratio | NA | 1.21 | 0.72 | 1.02 | 0.49 | NA | NA | 0.19 | 0.24 | 2.99 | 0.87 | -0.15 | 1.16 | 3.11 | 1.27 | 0.0 | 0.78 | 1.15 | -1.0 | -0.41 | 0.9 | 0.6 | 1.06 | 1.52 | -0.93 | -1.13 | -0.83 | 1.21 | 1.19 | -1.67 |
Draw Down(%) | NA | 10.3 | 17.4 | 17.9 | 46.1 | NA | NA | 66.3 | 10.3 | 3.0 | 12.1 | 13.3 | 8.7 | 5.4 | 11.4 | 21.2 | 16.6 | 25.7 | 49.9 | 17.6 | 9.6 | 7.7 | 8.7 | 14.5 | 34.0 | 37.8 | 28.7 | 12.0 | 26.7 | 12.9 |
Standard Deviation(%) | NA | 12.7 | 13.6 | 12.8 | 20.3 | NA | NA | 20.7 | 16.7 | 7.6 | 13.8 | 15.6 | 12.1 | 11.4 | 13.3 | 24.2 | 18.2 | 27.3 | 40.9 | 19.0 | 12.1 | 11.5 | 11.4 | 17.3 | 26.6 | 24.3 | 28.7 | 21.7 | 24.3 | 49.3 |
Treynor Ratio | NA | 0.16 | 0.1 | 0.13 | 0.1 | NA | NA | 0.04 | 0.04 | 0.21 | 0.12 | -0.02 | 0.13 | 0.35 | 0.16 | 0.0 | 0.14 | 0.31 | -0.41 | -0.07 | 0.1 | 0.06 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | -0.04 | -0.01 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 1.02 | 1.02 | 0.99 | NA | NA | 1.02 | 0.98 | 1.09 | 1.04 | 1.01 | 1.05 | 1.02 | 1.03 | 1.02 | 1.0 | 1.0 | 0.99 | 1.17 | 1.15 | 1.09 | 1.01 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.94 | 0.97 | 0.97 | 0.99 | NA | NA | 0.58 | 0.94 | 0.94 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.94 | 0.93 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.4 | 1.5 | 1.8 | 1.8 | 1.7 | 0.9 | N/A | 0.0 | 1.5 | 1.4 | 1.7 | 1.3 | 1.7 | 1.4 | 1.2 | 1.0 | 2.0 | 0.4 | 0.0 | 0.5 | 1.3 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 |
Dividend Growth(%) | N/A | 16.7 | 49.3 | 120.0 | N/A | N/A | N/A | N/A | -100.0 | 16.7 | -21.1 | 46.2 | 4.0 | 38.9 | 12.5 | 33.3 | -33.3 | 200.0 | N/A | -100.0 | -58.8 | 240.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/1998
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