Putnam MultiCap Core Fd A Shs PMYAX

17.99 +0.19 (1.07%) as of Mar 30, 2015

Overview


Dividend 0.29
Ex-Dividend Date Dec 05, 2014
Annualized Return (1Y) 12.70%
Annualized Return (3Y) 18.95%
Close 17.99
Previous Close 17.80
Worst 3Y Roll AR 16.34%
Inception Date Sep 28, 2010
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Dividends


Putnam MultiCap Core Fd A Shs (PMYAX) Dividend Information

Putnam MultiCap Core Fd A Shs (PMYAX) dividend growth in the last 12 months is -80.22%

The trailing 12-month yield of Putnam MultiCap Core Fd A Shs is 1.76%. Its dividend history:

Pay Date Cash Amount
Dec 05, 2014 $0.285
Dec 06, 2013 $1.441
Dec 06, 2012 $0.658
Dec 06, 2011 $0.63
Dec 06, 2010 $0.188

Putnam MultiCap Core Fd A Shs (PMYAX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Dividend Growth History for Putnam MultiCap Core Fd A Shs (PMYAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2014
2014 $0.285 1.82% -80.22% -
2013 $1.441 11.55% 119.00% -80.22%
2012 $0.658 5.96% 4.44% -34.19%
2011 $0.63 5.43% 235.11% -23.23%
2010 $0.188 1.86% - 10.96%

Dividend Growth Chart for Putnam MultiCap Core Fd A Shs (PMYAX)


Performance


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Putnam MultiCap Core Fd A Shs (PMYAX) Historical Returns And Risk Info

From 09/28/2010 to 03/30/2015, the compound annualized total return (dividend reinvested) of Putnam MultiCap Core Fd A Shs (PMYAX) is 19.618% . Its cumulative total return (dividend reinvested) is 124.079% .

From 09/28/2010 to 03/30/2015, the Maximum Drawdown of Putnam MultiCap Core Fd A Shs (PMYAX) is 22.8%.

From 09/28/2010 to 03/30/2015, the Sharpe Ratio of Putnam MultiCap Core Fd A Shs (PMYAX) is 1.2.

From 09/28/2010 to 03/30/2015, the Annualized Standard Deviation of Putnam MultiCap Core Fd A Shs (PMYAX) is 16.3%.

From 09/28/2010 to 03/30/2015, the Beta of Putnam MultiCap Core Fd A Shs (PMYAX) is 1.04.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PMYAX (Putnam MultiCap Core Fd A Shs) NA 12.70% 18.95% NA NA NA NA 19.61% 20.16%
VLACX (VANGUARD LARGE-CAP INDEX FUND INVESTOR SHARES) NA 13.53% 16.32% 14.50% 8.31% NA NA 16.51% 8.01%
Data as of 03/30/2015, Common starting date is 09/28/2010

Return Calculator for Putnam MultiCap Core Fd A Shs (PMYAX)

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Putnam MultiCap Core Fd A Shs (PMYAX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Putnam MultiCap Core Fd A Shs (PMYAX)

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Retirement Spending Calculator for Putnam MultiCap Core Fd A Shs (PMYAX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 09/28/2010 to 03/30/2015, the worst annualized return of 3-year rolling returns for Putnam MultiCap Core Fd A Shs (PMYAX) is 16.34%.

Drawdowns


Putnam MultiCap Core Fd A Shs (PMYAX) Maximum Drawdown



Related Articles for Putnam MultiCap Core Fd A Shs(PMYAX) 

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    Retirement and Long-Term Wealth View of Putnam MultiCap Core Fd A Shs (PMYAX)

    Evaluate Putnam MultiCap Core Fd A Shs (PMYAX) as a possible retirement holding by looking beyond its latest price. Historical total returns show accumulation potential, while rolling returns, maximum drawdown, volatility, and Sharpe ratio show how uneven the long-term path has been.

    For retirement income, review PMYAX dividend history, dividend growth, and yield alongside total return. Dividends can contribute to cash flow and compounding, but payouts are not guaranteed and a high yield alone does not establish long-term suitability.

    Use the calculators on this page to model recurring retirement contributions and historical retirement spending. For a broader decision, open the stock, fund, or portfolio return comparison calculator or review a VFINX return and risk comparison example. The plan links on this page can also show where the investment appears in workplace retirement plans.

    Connect this fund to a portfolio and retirement plan

    Retirement, Income, and Risk FAQ

    Is PMYAX suitable for retirement and long-term wealth building?

    Putnam MultiCap Core Fd A Shs (PMYAX) may or may not fit a retirement portfolio depending on its role, costs, diversification, historical drawdowns, and your time horizon. Review total and rolling returns together with risk metrics instead of relying on a recent return alone.

    Can PMYAX provide retirement income through dividends?

    Putnam MultiCap Core Fd A Shs (PMYAX) may distribute dividends when its holdings generate income, but payouts and yield can change. Compare dividend history, dividend growth, yield, and total return before treating it as a retirement-income holding.

    Which risk metrics matter for a long-term investment in PMYAX?

    Maximum drawdown shows the depth of a historical decline, standard deviation measures return variability, and the Sharpe ratio relates return to volatility. Rolling returns add context by showing how outcomes varied across different holding periods.

    How can I model retirement contributions or withdrawals with PMYAX?

    Use the PMYAX dollar-cost-averaging calculator to model recurring contributions and the retirement spending calculator to test historical withdrawals. Then compare the results with other funds, stocks, or portfolios before making a long-term allocation decision.