Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCNBX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS B SHARES) | NA | 6.65% | 0.45% | 0.39% | 2.52% | 4.73% | 4.86% | … | … |
Data as of 04/17/2025, Common starting date is 06/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCNBX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS B SHARES) | 06/19/1996 | 04/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.65 | 0.45 | 0.39 | 2.52 | 4.73 | 4.86 | … | … | 0.00 | 5.30 | 9.26 | -19.54 | -18.92 | 29.84 | 23.38 | -3.66 | 14.11 | 8.72 | -7.76 | 6.69 | 21.04 | 14.38 | -7.29 | 18.65 | 52.55 | -39.88 | 5.10 | 13.72 | 1.29 | 10.47 | 30.81 | -6.20 | -8.81 | -9.27 | 16.60 | 4.08 | 18.72 | 8.12 |
| Sharpe Ratio | NA | 0.05 | -0.40 | -0.13 | 0.06 | NA | NA | … | … | 0.00 | -0.18 | 0.61 | -1.26 | -0.68 | 1.23 | 2.46 | -0.42 | 2.34 | 0.95 | -0.87 | 0.74 | 2.83 | 1.86 | -0.50 | 1.75 | 4.55 | -2.02 | 0.22 | 1.62 | -0.13 | 1.26 | 3.69 | -0.56 | -0.72 | -0.67 | 1.26 | 0.06 | 1.72 | 1.96 |
| Standard Deviation(%) | NA | 5.65 | 10.19 | 17.16 | 14.65 | NA | NA | … | … | NA | 7.12 | 8.33 | 16.63 | 27.75 | 24.02 | 8.93 | 12.01 | 5.80 | 8.93 | 8.99 | 9.07 | 7.42 | 7.79 | 14.72 | 10.58 | 11.52 | 20.10 | 9.72 | 6.47 | 6.68 | 7.55 | 8.16 | 13.06 | 15.67 | 20.05 | 10.58 | 11.94 | 8.78 | 6.23 |
| Draw Down(%) | NA | 4.57 | 15.43 | 43.35 | 43.35 | NA | NA | … | … | 0.00 | 4.57 | 9.93 | 22.02 | 28.69 | 24.96 | 4.70 | 14.17 | 2.54 | 10.14 | 13.34 | 8.02 | 5.22 | 8.06 | 18.57 | 9.37 | 7.86 | 46.72 | 8.29 | 5.69 | 8.38 | 6.71 | 4.59 | 22.06 | 23.26 | 20.57 | 9.04 | 19.91 | 6.14 | 5.17 |
| Yield(%) | 0.00 | 0.14 | 0.26 | 0.24 | 2.85 | 3.70 | 3.80 | … | … | 0.00 | 0.26 | 0.20 | 0.32 | 0.00 | 0.59 | 8.20 | 11.18 | 3.60 | 1.50 | 4.80 | 5.95 | 1.98 | 2.49 | 2.10 | 2.45 | 3.87 | 1.97 | 1.93 | 2.22 | 2.27 | 2.39 | 3.80 | 3.52 | 3.45 | 9.18 | 13.61 | 12.66 | 13.76 | 10.43 |
Data as of 04/17/2025, Common starting date is 06/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNBX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS B SHARES) |
-13.66%
Nov 2020 – Nov 2023 |
-4.81%
Feb 2004 – Feb 2009 |
-0.66%
Nov 1998 – Nov 2008 |
3.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNBX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS B SHARES) |
22.17%
Feb 2009 – Feb 2012 |
19.18%
Feb 2009 – Feb 2014 |
11.75%
Feb 2009 – Feb 2019 |
8.32%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart