Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCNIX (Putnam Convertible Sec Fund Class I) | 17.96% | 27.81% | 16.52% | 6.77% | 9.79% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCNIX (Putnam Convertible Sec Fund Class I) | 04/29/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.29 | 27.81 | 16.52 | 6.77 | 9.79 | NA | NA | … | … | 17.96 | 12.35 | 13.01 | 10.52 | -18.46 | 4.85 | 43.51 | 22.73 | -15.10 | 12.46 | 10.28 |
| Sharpe Ratio | NA | 1.70 | 1.10 | 0.34 | 0.39 | NA | NA | … | … | 2.39 | 0.72 | 1.07 | 0.83 | -1.20 | 0.33 | 0.81 | 2.35 | -1.11 | 1.86 | 0.88 |
| Standard Deviation(%) | NA | 14.80 | 12.03 | 12.75 | 20.79 | NA | NA | … | … | 18.59 | 13.18 | 8.74 | 8.33 | 16.62 | 14.88 | 52.91 | 9.05 | 14.91 | 6.36 | 17.53 |
| Draw Down(%) | NA | 7.30 | 13.30 | 25.32 | 38.73 | NA | NA | … | … | 7.30 | 12.82 | 4.51 | 9.67 | 21.67 | 11.94 | 38.73 | 4.95 | 21.65 | 4.03 | 10.47 |
| Yield(%) | 0.00 | 5.79 | 3.70 | 6.17 | 7.37 | 5.06 | 3.80 | … | … | 0.00 | 6.78 | 2.03 | 1.47 | 1.59 | 22.67 | 13.96 | 7.48 | 0.00 | 1.86 | 2.00 |
Data as of 06/05/2026, Common starting date is 04/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNIX (Putnam Convertible Sec Fund Class I) |
-3.46%
Apr 2021 – Apr 2024 |
3.71%
Dec 2020 – Dec 2025 |
10.13%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNIX (Putnam Convertible Sec Fund Class I) |
22.69%
Dec 2018 – Dec 2021 |
13.75%
Jun 2016 – Jun 2021 |
10.13%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart