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PEQNX: PUTNAM EQUITY INCOME FUND CLASS B SHARES (MUTUAL FUND)
Basic Info 35.78 0(0.0%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 09/10/1993 |
| Last Dividend Date: | 06/06/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.14% |
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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 | 20 Yr | Since 11/15/1994 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 9.6 | 4.1 | 8.3 | 9.0 | 7.6 | 8.6 | 0.0 | 17.5 | 14.5 | -8.5 | 18.6 | 0.5 | 28.9 | -8.8 | 17.8 | 12.7 | -3.9 | 11.6 | 30.7 | 18.1 | 1.0 | 11.5 | 26.2 | -31.7 | 2.3 | 18.5 | 4.9 | 11.3 | 25.7 | -13.5 | -2.3 | 12.4 | 0.2 | 11.9 | 25.5 | 19.7 | 30.4 | -2.5 | 0.8 |
| Sharpe Ratio | NA | 0.0 | 0.0 | 0.94 | 0.13 | 0.41 | NA | NA | 0.39 | 0.0 | 1.66 | 0.89 | -0.5 | 1.26 | 0.01 | 2.36 | -0.65 | 2.41 | 0.92 | -0.26 | 1.04 | 2.72 | 1.36 | 0.04 | 0.6 | 0.93 | -0.81 | -0.05 | 1.62 | 0.25 | 0.99 | 1.65 | -0.68 | -0.35 | 0.5 | -0.23 | 0.54 | 1.63 | 1.85 | 4.09 | -0.69 | 0.09 |
| Draw Down(%) | NA | 0.0 | 0.0 | 9.0 | 19.0 | 36.1 | NA | NA | 52.1 | 0.0 | 5.3 | 9.0 | 15.6 | 10.0 | 36.1 | 6.6 | 20.1 | 3.5 | 10.7 | 13.0 | 8.2 | 5.3 | 13.1 | 22.6 | 17.4 | 25.9 | 44.4 | 12.4 | 7.4 | 7.4 | 7.2 | 14.8 | 29.4 | 16.2 | 13.1 | 15.4 | 16.7 | 8.6 | 5.5 | 2.4 | 8.9 | 2.3 |
| Standard Deviation(%) | NA | NA | NA | 6.8 | 12.2 | 16.2 | NA | NA | 16.8 | NA | 8.4 | 12.3 | 20.0 | 14.8 | 35.9 | 11.6 | 15.6 | 7.1 | 13.6 | 15.0 | 11.1 | 11.3 | 13.4 | 24.8 | 18.9 | 28.0 | 40.1 | 16.2 | 9.3 | 10.4 | 10.4 | 15.1 | 21.6 | 13.7 | 16.3 | 13.8 | 15.7 | 13.3 | 8.6 | 6.4 | 8.1 | 5.1 |
| Treynor Ratio | NA | NA | NA | 0.22 | 0.02 | 0.08 | NA | NA | 0.07 | NA | 0.22 | 0.11 | -0.1 | 0.18 | 0.0 | 0.28 | -0.1 | 0.18 | 0.12 | -0.04 | 0.12 | 0.31 | 0.18 | 0.01 | 0.11 | 0.3 | -0.36 | -0.01 | 0.16 | 0.03 | 0.11 | 0.28 | -0.19 | -0.08 | 0.1 | -0.04 | 0.1 | 0.28 | 0.22 | 0.36 | -0.08 | 0.01 |
| Alpha | NA | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.02 | 0.02 | -0.03 | -0.03 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | 0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.02 | 0.02 | -0.04 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.0 | 0.0 | 0.29 | 0.68 | 0.88 | NA | NA | 0.88 | 0.0 | 0.62 | 1.01 | 1.01 | 1.03 | 0.99 | 1.0 | 0.97 | 0.97 | 1.01 | 0.96 | 1.0 | 0.99 | 1.03 | 1.0 | 1.02 | 0.88 | 0.91 | 0.95 | 0.97 | 0.97 | 0.96 | 0.88 | 0.77 | 0.63 | 0.81 | 0.79 | 0.8 | 0.79 | 0.73 | 0.74 | 0.72 | 0.61 |
| RSquared | NA | 0.0 | 0.0 | 0.27 | 0.59 | 0.84 | NA | NA | 0.92 | 0.0 | 0.6 | 0.95 | 0.91 | 0.8 | 0.97 | 0.97 | 0.97 | 0.92 | 0.97 | 0.98 | 0.96 | 0.97 | 0.95 | 0.93 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 | 0.97 | 0.97 | 0.98 | 0.96 | 0.87 | 0.89 | 0.93 | 0.96 | 0.97 | 0.93 | 0.84 | 0.8 | 0.71 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.6 | 1.1 | 2.5 | 4.4 | 4.3 | N/A | 0.0 | 0.1 | 4.8 | 0.9 | 0.5 | 0.8 | 3.9 | 4.6 | 2.9 | 1.8 | 4.7 | 9.1 | 9.9 | 4.8 | 1.2 | 0.8 | 1.3 | 1.1 | 10.3 | 12.8 | 8.8 | 0.6 | 0.9 | 0.7 | 2.1 | 1.8 | 10.8 | 11.0 | 7.3 | 1.6 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | 122.5 | -44.1 | -50.6 | -8.9 | N/A | N/A | -100.0 | -98.7 | 372.6 | 115.9 | -36.2 | -74.6 | -27.2 | 78.8 | 85.2 | -65.2 | -46.7 | 7.0 | 133.6 | 298.9 | 72.6 | -24.3 | -21.3 | -90.1 | -17.4 | 43.7 | 1556.0 | -18.0 | 4.7 | -66.8 | 34.0 | -85.8 | -1.2 | 78.3 | 431.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/1994
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