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PUGCX: PUTNAM GLOBAL EQUITY FUND CLASS C SHARES (MUTUAL FUND)
Basic Info 13.8 0.06(0.44%) May 17
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (41%) |
Start Date: | 03/01/2000 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.06% |
Expenses | 1.36% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/01/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 6.0 | 14.1 | 1.5 | 6.1 | 5.3 | 8.6 | 5.8 | 1.3 | 18.3 | -18.8 | 9.7 | 9.3 | 25.7 | -13.3 | 27.2 | 0.2 | -2.7 | 0.8 | 30.7 | 18.9 | -5.5 | 9.0 | 28.8 | -45.8 | 8.0 | 22.1 | 8.1 | 12.6 | 27.9 | -23.1 | -30.3 | -33.4 |
Sharpe Ratio | NA | 1.2 | 0.91 | -0.05 | 0.24 | 0.25 | NA | NA | 0.0 | 1.13 | -0.89 | 0.74 | 0.3 | 2.12 | -0.93 | 3.78 | 0.0 | -0.18 | 0.06 | 2.28 | 1.22 | -0.21 | 0.44 | 1.07 | -1.11 | 0.27 | 1.49 | 0.61 | 1.0 | 1.89 | -1.17 | -1.45 | -1.53 |
Draw Down(%) | NA | 3.7 | 11.5 | 33.8 | 35.8 | 35.8 | NA | NA | 71.6 | 11.5 | 32.7 | 7.9 | 35.8 | 6.1 | 23.3 | 2.0 | 13.5 | 15.1 | 12.3 | 8.4 | 14.7 | 26.0 | 18.8 | 27.4 | 56.7 | 13.3 | 13.8 | 7.5 | 9.6 | 14.8 | 32.4 | 43.5 | 38.5 |
Standard Deviation(%) | NA | 10.6 | 11.3 | 16.3 | 19.2 | 16.5 | NA | NA | 19.7 | 12.5 | 22.7 | 13.0 | 29.7 | 11.4 | 15.8 | 7.1 | 15.0 | 14.9 | 12.8 | 13.4 | 15.6 | 26.6 | 20.4 | 26.8 | 42.1 | 18.5 | 12.7 | 9.6 | 11.6 | 14.4 | 20.6 | 22.9 | 27.9 |
Treynor Ratio | NA | 0.14 | 0.12 | -0.01 | 0.05 | 0.05 | NA | NA | 0.0 | 0.15 | -0.19 | 0.11 | 0.11 | 0.25 | -0.14 | 0.31 | 0.0 | -0.03 | 0.01 | 0.31 | 0.21 | -0.06 | 0.1 | 0.32 | -0.49 | 0.05 | 0.23 | 0.08 | 0.17 | 0.34 | -0.3 | -0.4 | -0.32 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.05 | 0.01 | 0.04 | 0.0 | -0.01 | -0.03 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 | -0.05 | -0.07 | -0.08 |
Beta | NA | 0.89 | 0.88 | 1.02 | 0.92 | 0.92 | NA | NA | 0.92 | 0.93 | 1.08 | 0.91 | 0.84 | 0.98 | 1.06 | 0.86 | 0.84 | 0.91 | 1.03 | 1.0 | 0.91 | 0.99 | 0.93 | 0.89 | 0.95 | 0.95 | 0.82 | 0.77 | 0.69 | 0.8 | 0.81 | 0.83 | 1.33 |
RSquared | NA | 0.74 | 0.81 | 0.88 | 0.77 | 0.79 | NA | NA | 0.81 | 0.82 | 0.93 | 0.77 | 0.69 | 0.8 | 0.83 | 0.76 | 0.88 | 0.86 | 0.76 | 0.82 | 0.87 | 0.96 | 0.93 | 0.95 | 0.96 | 0.92 | 0.84 | 0.69 | 0.6 | 0.68 | 0.72 | 0.47 | 0.55 |
Yield(%) | N/A | 0.0 | 0.1 | 9.9 | 7.6 | 4.8 | 6.5 | 4.6 | N/A | 0.1 | 1.7 | 30.5 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | 0.1 | 0.0 | 0.0 | 0.1 | 1.8 | 0.6 | 2.6 | 0.0 | 2.3 | 1.1 | 0.1 | 0.0 | 1.7 | 0.0 | 0.0 | 10.9 |
Dividend Growth(%) | N/A | -100.0 | -97.1 | N/A | 4843.4 | 697.1 | N/A | N/A | N/A | -95.8 | -95.5 | N/A | N/A | N/A | N/A | -100.0 | 1000.0 | N/A | N/A | -100.0 | -93.3 | 200.0 | -68.8 | N/A | -100.0 | 140.0 | 900.0 | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2000
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