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PAPAX: Putnam Asia Pacific Equity Fund A Share (MUTUAL FUND)
Basic Info 9.89 0(0.0%) June 05
| Asset Class: | DIVERSIFIED PACIFIC/ASIA |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/22/2009 |
| Last Dividend Date: | 12/08/2025 |
| 12-Mo. Yield | 5.44% |
| Expenses | 2.00% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/22/2009 |
2025 | 2024 | 2023 | 2022 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.7 | 4.0 | 4.1 | 2.7 | 2.3 | 0.7 | 2.8 | 5.9 | 3.0 | 4.5 | -0.5 | 1.5 | -9.4 | 3.7 | 0.9 | 24.4 | -24.8 | 16.2 | 24.2 |
| Sharpe Ratio | NA | -0.77 | 1.44 | 0.27 | 0.29 | 0.13 | NA | 0.13 | 0.86 | -0.18 | 1.06 | -0.3 | 0.09 | -0.53 | 0.36 | 0.06 | 1.61 | -0.9 | 0.9 | 3.0 |
| Draw Down(%) | NA | 0.6 | 0.6 | 2.7 | 2.7 | 10.7 | NA | 35.3 | 2.5 | 2.7 | 0.2 | 1.7 | 12.3 | 27.2 | 9.3 | 14.4 | 14.7 | 35.3 | 17.3 | 6.2 |
| Standard Deviation(%) | NA | 1.1 | 0.9 | 3.0 | 2.9 | 5.3 | NA | 13.9 | 3.5 | 3.8 | 0.8 | 3.3 | 14.4 | 17.7 | 10.5 | 13.4 | 15.2 | 27.7 | 17.8 | 16.7 |
| Treynor Ratio | NA | -3.23 | 1.96 | 0.17 | 0.17 | 0.06 | NA | 0.03 | 0.31 | -0.1 | 2.2 | -0.15 | 0.02 | -0.11 | 0.06 | 0.01 | 0.28 | -0.23 | 0.16 | 0.53 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.05 | 0.03 | -0.03 | 0.04 | -0.05 | 0.0 | 0.05 |
| Beta | NA | 0.0 | 0.01 | 0.05 | 0.05 | 0.11 | NA | 0.58 | 0.1 | 0.06 | 0.0 | 0.07 | 0.68 | 0.87 | 0.65 | 0.6 | 0.87 | 1.06 | 0.98 | 0.94 |
| RSquared | NA | 0.0 | 0.02 | 0.08 | 0.09 | 0.1 | NA | 0.46 | 0.22 | 0.07 | 0.0 | 0.25 | 0.57 | 0.65 | 0.45 | 0.43 | 0.63 | 0.8 | 0.91 | 0.83 |
| Yield(%) | N/A | 0.0 | 5.4 | 4.8 | 3.2 | 1.8 | 1.7 | N/A | 6.1 | 4.5 | 4.7 | 1.1 | 0.8 | 0.6 | 0.3 | 0.3 | 0.2 | 10.7 | 5.7 | 4.7 |
| Dividend Growth(%) | N/A | -100.0 | 22.7 | 795.1 | 2062.7 | N/A | N/A | N/A | 34.2 | -4.9 | 317.9 | N/A | 11.9 | 131.0 | 3.6 | 55.6 | -98.7 | 103.8 | 48.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED PACIFIC/ASIA Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED PACIFIC/ASIA
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- FPBFX (FIDELITY PACIFIC BASIN FUND FIDELITY PACIFIC BASIN FUND) (100%)
- MIAPX (MATTHEWS ASIA GROWTH FUND INSTITUTIONAL CLASS SHARES) (95%)
- MPACX (MATTHEWS ASIA GROWTH FUND INVESTOR CLASS SHARES) (90%)
- MIPIX (MATTHEWS ASIA DIVIDEND FUND INSTITUTIONAL CLASS SHARES) (86%)
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- ICARX (ICON EMERGING MARKETS FUND CLASS S) (62%)
- VPKIX (VANGUARD PACIFIC STOCK INDEX FUND INSTITUTIONAL SHARES) (48%)
- VPADX (VANGUARD PACIFIC STOCK INDEX FUND ADMIRAL SHARES) (38%)
- TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) (33%)
Best ETFs
- VPL (Vanguard FTSE Pacific ETF) (43%)
- ADRA (Adara Acquisition Corp) (24%)
- DVYA (iShares Asia/Pacific Dividend ETF) (5%)
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