Putnam Global Technology Fund S2/ IE0008E29QH5 /
| NAV2024-06-14 | Chg.+0.0400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 12.7500GBP | +0.31% | reinvestment | Equity Worldwide | Putnam Inv. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | - | -2.00 | - |
| 2022 | -7.14 | -7.36 | -0.36 | -11.43 | -0.54 | -7.97 | 8.81 | -4.05 | -12.38 | 3.85 | 9.74 | -6.48 | -32.24% |
| 2023 | 11.45 | 1.49 | 9.99 | -1.21 | 8.46 | 6.33 | 2.44 | -1.76 | -6.12 | -1.35 | 15.62 | 3.65 | +58.28% |
| 2024 | 5.14 | 6.24 | 1.53 | -6.29 | 6.80 | 6.87 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 19.64% | 19.06% | 17.75% | -% | -% |
| Sharpe ratio | 2.55 | 2.56 | 1.78 | - | - |
| Best month | +6.87% | +6.87% | +15.62% | +15.62% | - |
| Worst month | -6.29% | -6.29% | -6.29% | -12.38% | - |
| Maximum loss | -10.12% | -10.12% | -12.22% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Putnam Global Technology Fund E2 | reinvestment | 12.3700 | +33.73% | - | |
| Putnam Global Technology Fund S2 | reinvestment | 12.7500 | +35.35% | - |
Performance
| YTD | +21.31% | ||
|---|---|---|---|
| 6 Months | +23.43% | ||
| 1 Year | +35.35% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +27.50% | ||
| Year | |||
| 2023 | +58.28% | ||
| 2022 | -32.24% | ||
