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PVOBX: PUTNAM VOYAGER FUND CLASS B SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/24/1992 |
Last Dividend Date: | 10/19/2016 |
12-Mo. Yield | 5.93% |
Expenses | 1.92% |
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Performance Analytics (As of 11/25/2016)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/24/1992 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.1 | 2.4 | 11.9 | 5.5 | 3.9 | 3.2 | 5.1 | 0.9 | -7.0 | 8.7 | 42.8 | 13.5 | -18.4 | 19.7 | 62.8 | -37.4 | 4.5 | 4.5 | 4.7 | 4.0 | 23.7 | -27.0 | -23.0 | -17.4 | 39.0 | 13.6 | 16.9 | 4.6 | 31.1 | -4.7 | 13.1 | 11.8 |
Sharpe Ratio | NA | -0.13 | 0.14 | 0.68 | 0.22 | NA | NA | 0.16 | 0.05 | -0.37 | 0.57 | 3.15 | 0.71 | -0.59 | 0.91 | 2.18 | -0.98 | 0.09 | 0.09 | 0.22 | 0.24 | 1.28 | -1.06 | -1.05 | -0.67 | 1.52 | 0.42 | 0.7 | 0.07 | 2.18 | -0.57 | 0.82 | 1.15 |
Draw Down(%) | NA | 20.6 | 28.0 | 28.0 | 51.6 | NA | NA | 70.1 | 17.4 | 20.3 | 10.7 | 7.3 | 18.0 | 33.3 | 18.9 | 22.1 | 49.4 | 10.4 | 13.6 | 8.8 | 13.3 | 12.4 | 34.6 | 36.6 | 31.8 | 12.2 | 30.2 | 13.1 | 14.5 | 9.4 | 12.9 | 9.7 | 8.0 |
Standard Deviation(%) | NA | 17.2 | 16.8 | 17.3 | 23.4 | NA | NA | 21.1 | 16.8 | 18.8 | 15.3 | 13.6 | 19.2 | 30.9 | 21.5 | 28.8 | 39.0 | 16.4 | 12.7 | 11.5 | 12.6 | 17.9 | 26.5 | 24.5 | 31.9 | 23.5 | 24.6 | 19.1 | 16.2 | 12.5 | 13.5 | 13.3 | 13.3 |
Treynor Ratio | NA | -0.02 | 0.02 | 0.11 | 0.05 | NA | NA | 0.04 | 0.01 | -0.06 | 0.08 | 0.4 | 0.11 | -0.16 | 0.18 | 0.55 | -0.37 | 0.02 | 0.01 | 0.03 | 0.04 | 0.25 | -0.35 | -0.4 | -0.26 | 0.4 | 0.12 | 0.15 | 0.02 | 0.29 | -0.08 | 0.11 | 0.19 |
Alpha | NA | -0.01 | -0.03 | -0.02 | -0.01 | NA | NA | 0.0 | 0.0 | -0.06 | -0.02 | 0.01 | -0.03 | -0.07 | 0.02 | 0.06 | 0.01 | -0.02 | 0.01 | -0.02 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.08 | -0.04 | -0.01 | -0.03 | 0.0 | -0.03 | 0.06 | 0.03 |
Beta | NA | 1.01 | 1.07 | 1.12 | 1.09 | NA | NA | 0.92 | 1.01 | 1.11 | 1.08 | 1.08 | 1.26 | 1.14 | 1.1 | 1.14 | 1.03 | 0.97 | 0.94 | 0.94 | 0.84 | 0.92 | 0.82 | 0.64 | 0.83 | 0.89 | 0.86 | 0.88 | 0.72 | 0.95 | 0.97 | 0.96 | 0.81 |
RSquared | NA | 0.85 | 0.9 | 0.9 | 0.94 | NA | NA | 0.84 | 0.85 | 0.91 | 0.94 | 0.91 | 0.91 | 0.96 | 0.96 | 0.95 | 0.97 | 0.95 | 0.92 | 0.92 | 0.94 | 0.97 | 0.95 | 0.84 | 0.81 | 0.65 | 0.71 | 0.86 | 0.4 | 0.63 | 0.59 | 0.51 | 0.42 |
Yield(%) | N/A | 5.9 | 7.3 | 7.3 | 3.7 | 2.6 | 2.7 | N/A | 0.0 | 5.7 | 15.4 | 0.6 | 0.7 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.7 | 9.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -65.2 | 4729.6 | 7560.8 | 71.9 | N/A | N/A | N/A | -99.3 | -65.3 | 3572.7 | -8.3 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -71.5 | 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 04/24/1992
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