Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCGYX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS Y SHARES) | 22.49% | 33.38% | 17.90% | 2.62% | 8.51% | 7.46% | 7.19% | … | … |
Data as of 06/03/2026, Common starting date is 03/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCGYX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS Y SHARES) | 03/19/1999 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.10 | 33.38 | 17.90 | 2.62 | 8.51 | 7.46 | 7.19 | … | … | 22.49 | 12.24 | 12.89 | 10.37 | -18.72 | -17.46 | 31.47 | 24.65 | -2.69 | 15.24 | 9.80 | -6.79 | 7.73 | 22.27 | 15.51 | -6.32 | 20.01 | 54.13 | -39.30 | 6.21 | 14.85 | 2.27 | 9.83 | 26.55 | -9.59 | -12.22 | -18.15 | 2.01 |
| Sharpe Ratio | NA | 2.12 | 1.25 | -0.03 | 0.45 | NA | NA | … | … | 3.17 | 0.71 | 1.06 | 0.81 | -1.22 | -0.65 | 1.30 | 2.60 | -0.34 | 2.54 | 1.07 | -0.76 | 0.85 | 2.99 | 2.01 | -0.43 | 1.89 | 4.69 | -2.00 | 0.32 | 1.77 | 0.00 | 1.14 | 3.06 | -0.81 | -0.93 | -0.99 | -0.05 |
| Standard Deviation(%) | NA | 14.12 | 11.77 | 16.17 | 15.26 | NA | NA | … | … | 17.65 | 13.20 | 8.75 | 8.35 | 16.60 | 27.06 | 23.89 | 8.92 | 12.02 | 5.75 | 8.99 | 8.98 | 9.07 | 7.43 | 7.76 | 14.76 | 10.55 | 11.51 | 20.08 | 9.72 | 6.48 | 6.67 | 7.77 | 8.44 | 13.24 | 16.05 | 22.64 | 15.96 |
| Draw Down(%) | NA | 7.29 | 13.35 | 41.05 | 41.85 | NA | NA | … | … | 7.29 | 12.85 | 4.48 | 9.72 | 21.60 | 27.52 | 24.91 | 4.54 | 13.94 | 2.49 | 10.08 | 12.84 | 7.80 | 5.13 | 7.88 | 18.21 | 9.02 | 7.66 | 46.44 | 8.25 | 5.60 | 8.07 | 7.12 | 4.53 | 24.01 | 25.44 | 28.04 | 10.73 |
| Yield(%) | 0.00 | 5.77 | 3.60 | 1.78 | 4.53 | 4.73 | 4.90 | … | … | 0.00 | 6.71 | 1.93 | 1.35 | 1.12 | 0.65 | 1.71 | 9.22 | 11.98 | 4.62 | 2.52 | 5.70 | 6.88 | 3.01 | 3.51 | 3.04 | 3.69 | 5.08 | 2.86 | 2.99 | 3.26 | 3.26 | 1.74 | 0.00 | 0.00 | 0.00 | 0.00 | 1.28 |
Data as of 06/03/2026, Common starting date is 03/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGYX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS Y SHARES) |
-15.74%
Jul 1999 – Jul 2002 |
-4.51%
Jul 1999 – Jul 2004 |
-2.67%
Apr 1999 – Apr 2009 |
3.43%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGYX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS Y SHARES) |
23.50%
Feb 2009 – Feb 2012 |
20.45%
Feb 2009 – Feb 2014 |
12.90%
Feb 2009 – Feb 2019 |
9.42%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart