Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBERX (PUTNAM GLOBAL NATURAL RESOURCES FUND CLASS A SHARES) | NA | -5.44% | 0.04% | -8.60% | 0.69% | 2.59% | 3.73% | … | … |
Data as of 07/16/2019, Common starting date is 12/15/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBERX (PUTNAM GLOBAL NATURAL RESOURCES FUND CLASS A SHARES) | 12/15/1980 | 07/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.44 | 0.04 | -8.60 | 0.69 | 2.59 | 3.73 | … | … | 11.54 | -16.59 | 3.32 | 13.36 | -24.72 | -13.02 | 10.74 | 5.24 | -11.54 | 17.47 | 44.55 | -51.28 | 32.80 | 19.07 | 35.69 | 26.27 | 26.12 | -5.26 | -10.36 | 20.06 | 24.26 | -13.38 | 16.17 | 19.16 | 24.72 | -2.80 | 13.46 | 6.67 | 7.22 | -4.88 | 34.82 | 20.22 | 8.71 | -2.24 | 19.31 | -8.56 | 28.61 | -27.62 | -19.11 | -9.43 |
| Sharpe Ratio | NA | -0.44 | -0.06 | -0.48 | 0.02 | NA | NA | … | … | 1.52 | -0.97 | 0.19 | 0.58 | -1.15 | -0.78 | 0.73 | 0.27 | -0.33 | 0.64 | 1.23 | -0.86 | 1.40 | 0.76 | 1.67 | 1.81 | 1.84 | -0.25 | -0.56 | 0.70 | 1.06 | -0.84 | 0.83 | 1.64 | 2.67 | -0.60 | 1.04 | 0.39 | 0.27 | -0.84 | 2.66 | 1.02 | 0.16 | -0.49 | 1.40 | -1.20 | 1.25 | -1.16 | -1.16 | -1.56 |
| Standard Deviation(%) | NA | 16.18 | 16.09 | 19.06 | 21.78 | NA | NA | … | … | 13.74 | 18.59 | 14.01 | 22.48 | 21.60 | 16.67 | 14.59 | 19.59 | 34.55 | 27.27 | 36.08 | 60.61 | 21.32 | 20.70 | 19.96 | 13.99 | 13.82 | 25.69 | 23.15 | 22.49 | 19.74 | 20.09 | 14.92 | 9.39 | 7.76 | 9.83 | 10.83 | 10.60 | 12.06 | 12.27 | 10.84 | 14.92 | 28.61 | 13.42 | 9.85 | 12.99 | 17.77 | 30.42 | 25.58 | 65.31 |
| Draw Down(%) | NA | 23.07 | 26.29 | 51.36 | 52.40 | NA | NA | … | … | 9.46 | 26.29 | 17.18 | 16.91 | 33.33 | 28.01 | 10.54 | 20.65 | 35.28 | 23.23 | 24.48 | 66.12 | 15.41 | 17.46 | 14.38 | 6.65 | 9.53 | 26.45 | 27.73 | 13.30 | 11.64 | 31.48 | 12.79 | 8.04 | 7.36 | 12.64 | 14.83 | 8.81 | 12.88 | 14.04 | 7.46 | 8.02 | 29.78 | 18.41 | 6.77 | 23.01 | 10.84 | 42.19 | 24.14 | 12.18 |
| Yield(%) | 0.00 | 1.24 | 0.67 | 0.26 | 1.06 | 6.01 | 6.15 | … | … | 0.52 | 0.78 | 0.66 | 0.00 | 0.00 | 0.05 | 0.00 | 0.84 | 2.51 | 2.03 | 1.43 | 6.48 | 24.18 | 12.66 | 16.99 | 12.12 | 0.00 | 0.56 | 9.30 | 8.28 | 3.13 | 6.99 | 8.44 | 7.86 | 3.08 | 1.63 | 23.07 | 5.17 | 6.35 | 6.93 | 5.30 | 2.78 | 4.03 | 2.54 | 5.03 | 1.14 | 2.41 | 1.70 | 0.99 | 0.72 |
Data as of 07/16/2019, Common starting date is 12/15/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBERX (PUTNAM GLOBAL NATURAL RESOURCES FUND CLASS A SHARES) |
-16.17%
Jun 2014 – Jun 2017 |
-10.27%
Feb 2011 – Feb 2016 |
-5.02%
May 2008 – May 2018 |
2.64%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBERX (PUTNAM GLOBAL NATURAL RESOURCES FUND CLASS A SHARES) |
37.34%
Apr 2003 – Apr 2006 |
29.78%
Oct 2002 – Oct 2007 |
15.69%
Aug 1998 – Aug 2008 |
14.00%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart