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PEMMX: Putnam Emerging Markets Equity A (MUTUAL FUND)
Basic Info 22.12 1.57(6.63%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 11/11/2008 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 0.68% |
| Expenses | 1.36% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.8 | 19.4 | 43.3 | 24.7 | 5.4 | 10.5 | 5.3 | 9.0 | 33.2 | 15.9 | 11.9 | -27.6 | -9.1 | 34.6 | 22.5 | -17.6 | 42.3 | 5.8 | -11.2 | -1.3 | 1.6 | 18.8 | -26.4 | 18.1 | 73.9 | 1.9 |
| Sharpe Ratio | NA | 1.89 | 2.11 | 1.29 | 0.16 | 0.49 | NA | 0.4 | 1.97 | 0.85 | 0.59 | -1.39 | -0.47 | 1.13 | 1.73 | -1.13 | 4.48 | 0.37 | -0.67 | -0.12 | 0.11 | 1.18 | -0.89 | 0.83 | 2.42 | 0.26 |
| Draw Down(%) | NA | 13.3 | 13.3 | 13.3 | 44.4 | 48.3 | NA | 48.3 | 12.9 | 10.3 | 12.3 | 34.9 | 22.0 | 29.5 | 9.4 | 27.6 | 5.0 | 11.8 | 25.9 | 15.6 | 15.6 | 18.7 | 37.4 | 17.7 | 21.5 | 19.2 |
| Standard Deviation(%) | NA | 25.8 | 19.3 | 16.6 | 17.5 | 18.2 | NA | 20.0 | 15.5 | 14.5 | 14.0 | 21.0 | 19.4 | 30.2 | 12.1 | 16.8 | 9.3 | 15.2 | 16.7 | 11.7 | 13.7 | 16.0 | 29.6 | 21.8 | 30.5 | 58.1 |
| Treynor Ratio | NA | 0.38 | 0.34 | 0.2 | 0.03 | 0.09 | NA | 0.08 | 0.31 | 0.12 | 0.08 | -0.3 | -0.09 | 0.33 | 0.23 | -0.2 | 0.45 | 0.07 | -0.13 | -0.02 | 0.02 | 0.2 | -0.24 | 0.18 | 0.8 | 0.16 |
| Alpha | NA | 0.07 | 0.04 | 0.02 | 0.01 | 0.01 | NA | 0.0 | 0.03 | 0.02 | 0.01 | -0.05 | -0.04 | 0.06 | 0.01 | -0.02 | 0.04 | -0.01 | 0.01 | -0.01 | 0.03 | 0.01 | -0.03 | 0.0 | 0.0 | -0.09 |
| Beta | NA | 1.29 | 1.2 | 1.07 | 1.03 | 1.02 | NA | 0.98 | 1.0 | 1.01 | 1.05 | 0.99 | 1.04 | 1.05 | 0.92 | 0.97 | 0.93 | 0.83 | 0.88 | 0.83 | 0.93 | 0.93 | 1.12 | 1.01 | 0.93 | 0.94 |
| RSquared | NA | 0.89 | 0.85 | 0.84 | 0.83 | 0.87 | NA | 0.91 | 0.88 | 0.79 | 0.85 | 0.89 | 0.76 | 0.94 | 0.91 | 0.92 | 0.76 | 0.91 | 0.91 | 0.85 | 0.91 | 0.91 | 0.97 | 0.97 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.7 | 1.9 | 0.9 | 0.0 | 0.0 | 0.2 | 1.3 | 1.6 | 0.1 | 1.0 | 1.1 | 0.8 | 0.4 | 0.5 | 7.9 | 7.1 | 6.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -54.4 | 132.7 | N/A | N/A | -100.0 | -86.0 | -36.7 | 2587.5 | -90.5 | -20.8 | 41.3 | 97.4 | -15.6 | -95.5 | 20.7 | 75.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2008
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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