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POVSX: PUTNAM INTERNATIONAL EQUITY FUND /MA/ CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 12/09/1991 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 4.98% |
| Expenses | 1.25% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 18.7 | 16.8 | 16.6 | 10.6 | 5.5 | 7.1 | 5.3 | 6.4 | 3.5 | 18.7 | -14.8 | 9.0 | 11.8 | 25.5 | -19.5 | 26.5 | -2.7 | 0.2 | -6.5 | 27.5 | 21.7 | -15.5 | 10.8 | 25.2 | -44.8 | 8.6 | 28.3 | 12.6 | 16.2 | 28.2 | -16.9 | -19.8 | -9.1 | 60.8 | 18.9 | 17.7 | 16.2 | 13.9 | -1.3 | 41.3 | -3.8 | 4.7 |
| Sharpe Ratio | NA | 2.13 | 0.8 | 0.84 | 0.53 | 0.24 | NA | NA | 0.3 | -0.23 | 1.16 | -0.74 | 0.67 | 0.39 | 2.05 | -1.41 | 3.13 | -0.16 | 0.01 | -0.53 | 2.09 | 1.25 | -0.53 | 0.47 | 0.89 | -1.1 | 0.3 | 1.76 | 1.01 | 1.17 | 1.94 | -0.92 | -1.28 | -0.69 | 3.72 | 0.72 | 1.03 | 1.78 | 1.16 | -0.46 | 4.42 | -0.56 | 9.78 |
| Draw Down(%) | NA | 13.4 | 13.4 | 14.9 | 31.2 | 36.6 | NA | NA | 63.0 | 9.2 | 10.4 | 28.7 | 9.0 | 33.3 | 8.5 | 27.9 | 2.6 | 14.3 | 15.2 | 15.9 | 9.6 | 16.8 | 28.8 | 21.2 | 28.4 | 54.6 | 13.7 | 16.9 | 6.7 | 10.7 | 17.0 | 27.7 | 32.6 | 21.3 | 7.5 | 31.1 | 11.5 | 6.0 | 5.8 | 10.0 | 4.4 | 12.2 | 1.9 |
| Standard Deviation(%) | NA | 19.5 | 17.0 | 15.8 | 16.1 | 17.2 | NA | NA | 18.1 | 13.1 | 12.6 | 22.0 | 13.3 | 29.3 | 11.8 | 14.8 | 8.3 | 18.7 | 15.8 | 12.4 | 13.1 | 17.5 | 29.4 | 23.0 | 28.2 | 41.5 | 18.5 | 14.3 | 10.3 | 13.1 | 14.2 | 19.6 | 17.5 | 19.2 | 15.5 | 21.7 | 13.7 | 7.1 | 8.7 | 9.3 | 8.8 | 10.9 | 11.5 |
| Treynor Ratio | NA | 0.41 | 0.13 | 0.14 | 0.09 | 0.04 | NA | NA | 0.06 | -0.03 | 0.16 | -0.16 | 0.09 | 0.15 | 0.24 | -0.19 | 0.25 | -0.03 | 0.0 | -0.06 | 0.28 | 0.21 | -0.15 | 0.1 | 0.26 | -0.47 | 0.05 | 0.25 | 0.12 | 0.17 | 0.29 | -0.19 | -0.25 | -0.11 | 0.55 | 0.15 | 0.18 | 0.17 | 0.16 | -0.07 | 0.79 | -0.12 | 1.65 |
| Alpha | NA | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.03 | 0.01 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | 0.04 | 0.09 | 0.0 | 0.05 | 0.04 | 0.02 | -0.01 | 0.09 | 0.01 | 0.06 |
| Beta | NA | 1.03 | 1.03 | 0.98 | 0.99 | 0.94 | NA | NA | 0.95 | 1.01 | 0.93 | 1.0 | 1.0 | 0.74 | 1.01 | 1.08 | 1.05 | 1.04 | 0.99 | 1.04 | 0.99 | 1.03 | 1.05 | 1.07 | 0.96 | 0.97 | 1.04 | 1.01 | 0.88 | 0.9 | 0.96 | 0.94 | 0.9 | 1.19 | 1.04 | 1.01 | 0.77 | 0.76 | 0.62 | 0.59 | 0.49 | 0.52 | 0.68 |
| RSquared | NA | 0.96 | 0.95 | 0.95 | 0.94 | 0.79 | NA | NA | 0.84 | 0.92 | 0.93 | 0.95 | 0.91 | 0.48 | 0.83 | 0.94 | 0.88 | 0.95 | 0.94 | 0.88 | 0.91 | 0.95 | 0.95 | 0.97 | 0.96 | 0.92 | 0.89 | 0.89 | 0.77 | 0.89 | 0.92 | 0.91 | 0.8 | 0.83 | 0.74 | 0.81 | 0.73 | 0.66 | 0.66 | 0.46 | 0.43 | 0.63 | 0.81 |
| Yield(%) | N/A | 0.0 | 5.0 | 3.0 | 5.4 | 3.6 | 4.3 | 4.4 | N/A | 5.3 | 2.2 | 0.0 | 13.4 | 2.8 | 2.0 | 4.8 | 0.4 | 3.0 | 2.6 | 0.9 | 0.9 | 1.1 | 4.7 | 2.7 | 2.8 | 0.0 | 20.0 | 8.0 | 2.2 | 1.6 | 2.1 | 0.3 | 0.0 | 7.3 | 5.7 | 3.4 | 7.0 | 1.6 | 2.2 | 0.0 | 0.0 | 0.0 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | 179.4 | -61.6 | 103.6 | -21.3 | N/A | N/A | N/A | 179.4 | N/A | -100.0 | 427.2 | 76.4 | -69.6 | 1395.3 | -86.7 | 8.1 | 175.8 | 24.3 | -7.5 | -80.5 | 81.9 | 22.3 | N/A | -100.0 | 191.2 | 309.7 | 62.5 | -8.2 | 413.0 | N/A | -100.0 | 94.8 | 97.7 | -45.1 | 402.4 | -20.4 | 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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