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POVYX: PUTNAM INTERNATIONAL EQUITY FUND /MA/ CLASS Y SHARES (MUTUAL FUND)
Basic Info 27.3 0.16(0.58%) May 16
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (80%) |
Start Date: | 12/12/1996 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 2.18% |
Expenses | 0.93% |
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Performance Analytics (As of 05/16/2024)
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 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 6.9 | 14.4 | 3.2 | 8.3 | 4.5 | 7.5 | 5.8 | 5.0 | 16.5 | -14.6 | 9.2 | 12.1 | 25.8 | -19.2 | 26.8 | -2.4 | 0.4 | -6.3 | 27.8 | 22.0 | -15.4 | 11.1 | 25.5 | -44.7 | 8.8 | 28.5 | 12.9 | 16.5 | 25.8 | -17.2 | -19.6 | -16.8 | 54.5 | 15.5 | 12.8 | 2.3 |
Sharpe Ratio | NA | 1.16 | 0.77 | 0.01 | 0.35 | 0.2 | NA | NA | 0.2 | 0.98 | -0.73 | 0.69 | 0.44 | 2.07 | -1.38 | 3.17 | -0.14 | 0.03 | -0.51 | 2.11 | 1.26 | -0.52 | 0.48 | 0.9 | -1.1 | 0.32 | 1.78 | 1.04 | 1.19 | 1.77 | -0.93 | -1.27 | -0.96 | 3.16 | 0.56 | 0.64 | 5.35 |
Draw Down(%) | NA | 5.5 | 10.4 | 31.1 | 33.3 | 36.2 | NA | NA | 62.9 | 10.4 | 28.5 | 8.9 | 33.3 | 8.6 | 27.7 | 2.6 | 14.2 | 15.1 | 15.9 | 9.5 | 16.7 | 28.7 | 21.2 | 28.4 | 54.5 | 13.7 | 16.9 | 6.7 | 10.6 | 16.9 | 27.7 | 32.5 | 26.7 | 7.5 | 31.0 | 12.8 | 1.5 |
Standard Deviation(%) | NA | 11.4 | 12.0 | 16.2 | 18.3 | 16.4 | NA | NA | 19.4 | 12.5 | 22.0 | 13.3 | 26.9 | 11.8 | 14.9 | 8.3 | 18.7 | 15.7 | 12.4 | 13.2 | 17.6 | 29.4 | 23.0 | 28.1 | 41.5 | 18.5 | 14.3 | 10.3 | 13.1 | 14.2 | 19.6 | 17.5 | 21.7 | 16.2 | 22.0 | 14.4 | 11.0 |
Treynor Ratio | NA | 0.13 | 0.1 | 0.0 | 0.08 | 0.04 | NA | NA | 0.04 | 0.13 | -0.16 | 0.09 | 0.16 | 0.24 | -0.19 | 0.25 | -0.03 | 0.0 | -0.06 | 0.28 | 0.22 | -0.15 | 0.1 | 0.26 | -0.47 | 0.06 | 0.25 | 0.12 | 0.17 | 0.26 | -0.19 | -0.25 | -0.17 | 0.49 | 0.12 | 0.12 | 0.69 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 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 | -0.03 | -0.02 | 0.0 | 0.01 | 0.07 | -0.01 | 0.03 | 0.07 |
Beta | NA | 1.01 | 0.96 | 0.98 | 0.85 | 0.91 | NA | NA | 0.97 | 0.92 | 1.0 | 0.99 | 0.72 | 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 | 0.95 | 0.94 | 0.9 | 1.24 | 1.06 | 1.02 | 0.78 | 0.86 |
RSquared | NA | 0.91 | 0.92 | 0.94 | 0.8 | 0.84 | NA | NA | 0.87 | 0.9 | 0.95 | 0.9 | 0.68 | 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 | 0.89 | 0.91 | 0.8 | 0.71 | 0.69 | 0.81 | 0.67 | 0.6 |
Yield(%) | N/A | 0.0 | 2.2 | 4.8 | 4.8 | 3.4 | 4.8 | 5.2 | N/A | 2.4 | 0.0 | 13.5 | 3.0 | 2.2 | 5.0 | 0.8 | 3.2 | 2.9 | 1.1 | 1.2 | 1.4 | 4.9 | 2.9 | 3.1 | 0.0 | 20.2 | 8.3 | 2.5 | 1.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.9 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | N/A | 67.6 | 70.8 | -29.7 | N/A | N/A | N/A | N/A | -100.0 | 395.9 | 72.1 | -67.9 | 737.5 | -77.1 | 6.1 | 135.7 | 21.7 | -4.2 | -76.2 | 77.2 | 18.8 | N/A | -100.0 | 185.3 | 279.7 | 51.3 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 64.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/1998
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