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PJMBX: Putnam Absolute Return 500 - B (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/08/2009 |
| Last Dividend Date: | 04/25/2018 |
| 12-Mo. Yield | 5.06% |
| Expenses | 1.92% |
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Performance Analytics (As of 09/19/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/08/2009 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.1 | 1.2 | 1.8 | 2.8 | -1.7 | 6.3 | 0.5 | -1.4 | 3.4 | 3.6 | 6.1 | -0.1 | 1.9 | 8.7 |
| Sharpe Ratio | NA | -0.36 | 0.21 | 0.46 | 0.66 | -1.12 | 2.61 | 0.08 | -0.35 | 1.06 | 1.04 | 1.8 | -0.02 | 0.63 | 2.42 |
| Draw Down(%) | NA | 4.1 | 5.3 | 6.1 | 7.3 | 3.9 | 0.8 | 2.7 | 3.6 | 2.5 | 3.6 | 2.2 | 7.3 | 2.5 | 3.9 |
| Standard Deviation(%) | NA | 3.0 | 3.0 | 3.2 | 3.8 | 3.3 | 2.2 | 3.1 | 4.1 | 3.2 | 3.4 | 3.4 | 7.1 | 2.9 | 3.6 |
| Treynor Ratio | NA | -0.02 | 0.01 | 0.03 | 0.06 | -0.08 | 0.13 | 0.01 | -0.02 | 0.05 | 0.07 | 0.11 | 0.0 | 0.05 | 0.28 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.01 |
| Beta | NA | 0.48 | 0.5 | 0.53 | 0.45 | 0.49 | 0.43 | 0.5 | 0.6 | 0.62 | 0.48 | 0.58 | 0.59 | 0.35 | 0.31 |
| RSquared | NA | 0.46 | 0.48 | 0.5 | 0.38 | 0.51 | 0.28 | 0.53 | 0.6 | 0.5 | 0.43 | 0.37 | 0.23 | 0.43 | 0.61 |
| Yield(%) | N/A | 5.1 | 3.2 | 3.1 | N/A | 2.6 | 2.6 | 0.0 | 4.7 | 4.8 | 0.8 | 0.0 | 2.3 | 2.1 | 1.5 |
| Dividend Growth(%) | N/A | N/A | 73.3 | N/A | N/A | 5.9 | N/A | -100.0 | -2.0 | 518.2 | N/A | -100.0 | 8.8 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
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