Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCNTX (Putnam Convertible Securities Fund Class R6 Shares) | 22.66% | 32.96% | 18.00% | 7.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCNTX (Putnam Convertible Securities Fund Class R6 Shares) | 05/21/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 32.96 | 18.00 | 7.67 | NA | NA | NA | … | … | 22.66 | 12.30 | 13.00 | 10.40 | -18.31 | 4.59 | 45.30 | 24.74 | -6.77 |
| Sharpe Ratio | NA | 2.14 | 1.25 | 0.37 | NA | NA | NA | … | … | 3.19 | 0.72 | 1.07 | 0.81 | -1.19 | 0.31 | 2.13 | 2.55 | -1.01 |
| Standard Deviation(%) | NA | 14.05 | 11.75 | 12.60 | NA | NA | NA | … | … | 17.60 | 13.17 | 8.74 | 8.36 | 16.64 | 14.84 | 21.04 | 9.11 | 12.30 |
| Draw Down(%) | NA | 7.29 | 13.32 | 25.33 | NA | NA | NA | … | … | 7.29 | 12.83 | 4.52 | 9.70 | 21.57 | 11.96 | 24.90 | 4.52 | 13.92 |
| Yield(%) | 0.00 | 5.79 | 3.66 | 6.18 | 7.16 | 4.77 | 3.58 | … | … | 0.00 | 6.76 | 1.99 | 1.43 | 1.55 | 22.66 | 15.30 | 9.30 | 11.13 |
Data as of 06/04/2026, Common starting date is 05/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNTX (Putnam Convertible Securities Fund Class R6 Shares) |
-3.51%
Apr 2021 – Apr 2024 |
3.66%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNTX (Putnam Convertible Securities Fund Class R6 Shares) |
23.76%
Dec 2018 – Dec 2021 |
11.32%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart