Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCNMX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS M SHARES) | NA | 17.25% | 10.05% | 5.84% | 8.52% | 6.40% | 5.58% | … | … |
Data as of 11/25/2019, Common starting date is 03/17/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCNMX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS M SHARES) | 03/17/1995 | 11/25/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 17.25 | 10.05 | 5.84 | 8.52 | 6.40 | 5.58 | … | … | 21.54 | -3.71 | 14.33 | 9.02 | -7.50 | 6.89 | 21.41 | 14.61 | -7.01 | 19.14 | 53.03 | -39.78 | 5.39 | 13.97 | 1.57 | 10.75 | 31.11 | -5.92 | -8.56 | -8.87 | 16.89 | 4.47 | 19.09 | 17.13 | 13.86 |
| Sharpe Ratio | NA | 1.77 | 1.01 | 0.59 | 0.85 | NA | NA | … | … | 2.45 | -0.42 | 2.38 | 0.99 | -0.84 | 0.76 | 2.87 | 1.89 | -0.48 | 1.80 | 4.59 | -2.02 | 0.25 | 1.66 | -0.09 | 1.29 | 3.70 | -0.54 | -0.71 | -0.64 | 1.29 | 0.10 | 1.77 | 2.24 | 2.37 |
| Standard Deviation(%) | NA | 10.42 | 9.29 | 9.19 | 9.72 | NA | NA | … | … | 9.24 | 11.96 | 5.77 | 8.91 | 9.01 | 9.07 | 7.46 | 7.78 | 14.72 | 10.58 | 11.54 | 20.05 | 9.69 | 6.47 | 6.66 | 7.57 | 8.22 | 13.04 | 15.65 | 20.12 | 10.56 | 11.93 | 8.76 | 6.03 | 5.94 |
| Draw Down(%) | NA | 9.07 | 14.15 | 20.75 | 20.75 | NA | NA | … | … | 4.66 | 14.15 | 2.51 | 10.14 | 13.22 | 7.96 | 5.22 | 8.03 | 18.43 | 9.22 | 7.80 | 46.61 | 8.27 | 5.69 | 8.30 | 6.64 | 4.63 | 21.92 | 23.10 | 20.42 | 8.99 | 19.74 | 6.06 | 6.51 | 4.56 |
| Yield(%) | 0.00 | 11.61 | 6.00 | 5.27 | 5.40 | 4.40 | 4.13 | … | … | 1.13 | 11.33 | 3.83 | 1.76 | 5.00 | 6.17 | 2.22 | 2.74 | 2.31 | 2.89 | 4.20 | 2.21 | 2.20 | 2.49 | 2.53 | 2.64 | 4.04 | 3.72 | 3.65 | 9.37 | 13.79 | 12.86 | 13.97 | 12.49 | 5.22 |
Data as of 11/25/2019, Common starting date is 03/17/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNMX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS M SHARES) |
-11.24%
Nov 2005 – Nov 2008 |
-4.57%
Feb 2004 – Feb 2009 |
-0.39%
Nov 1998 – Nov 2008 |
4.31%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNMX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS M SHARES) |
22.56%
Feb 2009 – Feb 2012 |
19.52%
Feb 2009 – Feb 2014 |
12.01%
Feb 2009 – Feb 2019 |
8.36%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart