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PGGMX: PUTNAM GLOBAL INCOME TRUST CLASS M SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1995 |
| Last Dividend Date: | 11/26/2019 |
| 12-Mo. Yield | 1.94% |
| Expenses | 1.47% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/12/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.5 | 2.0 | 2.5 | 2.6 | 3.9 | 4.8 | 4.6 | 8.5 | -2.6 | 5.9 | 1.9 | -2.8 | 2.1 | 0.8 | 7.4 | 2.2 | 9.2 | 39.6 | -15.2 | 7.7 | 6.2 | -5.1 | 9.2 | 15.0 | 15.7 | 0.1 | 1.9 | -4.5 | 3.2 | -0.6 | 9.2 | 15.1 |
| Sharpe Ratio | NA | 2.4 | 0.93 | 0.42 | 0.78 | NA | NA | 0.62 | 2.44 | -1.19 | 1.81 | 0.39 | -1.2 | 1.14 | 0.24 | 2.96 | 0.56 | 1.6 | 5.0 | -1.47 | 0.87 | 0.6 | -1.42 | 1.2 | 2.34 | 2.73 | -0.49 | -0.44 | -1.64 | -0.01 | -0.75 | 1.18 | 3.11 |
| Draw Down(%) | NA | 1.8 | 5.2 | 5.8 | 7.2 | NA | NA | 27.0 | 1.8 | 5.2 | 1.5 | 5.8 | 3.8 | 2.9 | 5.1 | 1.8 | 5.2 | 5.7 | 4.2 | 27.0 | 3.6 | 3.0 | 6.4 | 6.4 | 6.5 | 2.7 | 4.1 | 4.8 | 6.1 | 10.0 | 3.9 | 3.3 | 2.0 |
| Standard Deviation(%) | NA | 3.1 | 3.1 | 3.3 | 3.5 | NA | NA | 5.3 | 3.1 | 3.3 | 2.9 | 4.4 | 2.3 | 1.8 | 3.0 | 2.5 | 3.8 | 5.7 | 7.9 | 10.9 | 5.5 | 4.8 | 5.1 | 6.9 | 6.1 | 5.4 | 4.5 | 4.9 | 4.7 | 7.3 | 5.5 | 4.8 | 5.1 |
| Treynor Ratio | NA | 0.17 | 0.07 | 0.04 | 0.08 | NA | NA | 0.08 | 0.15 | -0.09 | 0.15 | 0.04 | -0.32 | 0.48 | 0.02 | 0.33 | 0.07 | 0.19 | 0.76 | -0.28 | 0.1 | 0.05 | -0.14 | 0.15 | 0.29 | 0.28 | -0.06 | -0.05 | -0.19 | 0.0 | -0.09 | 0.23 | 0.81 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.03 | 0.12 | -0.07 | 0.01 | 0.0 | -0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | -0.01 | -0.03 | 0.0 | 0.02 | 0.05 |
| Beta | NA | 0.45 | 0.41 | 0.33 | 0.33 | NA | NA | 0.43 | 0.51 | 0.42 | 0.37 | 0.47 | 0.09 | 0.04 | 0.3 | 0.22 | 0.29 | 0.47 | 0.52 | 0.58 | 0.48 | 0.55 | 0.53 | 0.56 | 0.49 | 0.51 | 0.35 | 0.39 | 0.4 | 0.65 | 0.46 | 0.25 | 0.19 |
| RSquared | NA | 0.56 | 0.62 | 0.49 | 0.46 | NA | NA | 0.5 | 0.6 | 0.62 | 0.71 | 0.74 | 0.09 | 0.02 | 0.5 | 0.26 | 0.36 | 0.64 | 0.56 | 0.43 | 0.31 | 0.76 | 0.77 | 0.8 | 0.78 | 0.73 | 0.64 | 0.66 | 0.46 | 0.56 | 0.53 | 0.09 | 0.18 |
| Yield(%) | N/A | 1.9 | 2.4 | 2.5 | 3.7 | 4.1 | 4.7 | N/A | 1.8 | 2.1 | 3.1 | 3.0 | 3.1 | 2.8 | 2.8 | 3.3 | 5.4 | 6.9 | 15.0 | 5.2 | 3.9 | 4.9 | 3.8 | 2.8 | 10.1 | 3.9 | 5.0 | 5.3 | 5.7 | 6.3 | 6.2 | 7.0 | 5.3 |
| Dividend Growth(%) | N/A | -16.3 | -22.7 | -53.7 | -18.1 | N/A | N/A | N/A | -20.2 | -29.1 | 0.3 | -7.0 | 9.4 | -0.8 | -12.4 | -40.9 | -20.4 | -42.9 | 125.5 | 42.9 | -21.0 | 19.4 | 43.2 | -70.9 | 183.7 | -25.0 | -10.3 | -16.5 | -10.5 | -5.8 | -10.9 | 45.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/1998
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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