Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCOAX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS A SHARES) | NA | -4.12% | 2.91% | 4.58% | 7.44% | 7.47% | NA | … | … |
Data as of 08/29/2018, Common starting date is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCOAX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS A SHARES) | 12/17/1998 | 08/29/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | -4.12 | 2.91 | 4.58 | 7.44 | 7.47 | NA | … | … | -10.67 | 8.05 | 15.59 | -7.54 | 7.09 | 33.61 | 14.20 | -6.05 | 30.19 | 46.06 | -35.03 | -8.68 | 15.59 | 10.47 | 18.42 | 33.20 | -24.84 | -2.08 | 21.93 | 27.04 | 8.08 |
| Sharpe Ratio | NA | -0.23 | 0.12 | 0.25 | 0.30 | NA | NA | … | … | -0.62 | 0.66 | 0.85 | -0.48 | 0.50 | 2.65 | 0.86 | -0.19 | 1.31 | 1.38 | -0.86 | -0.61 | 0.83 | 0.58 | 1.21 | 1.92 | -1.02 | -0.17 | 0.45 | 1.42 | 59.30 |
| Standard Deviation(%) | NA | 22.85 | 18.78 | 17.03 | 24.22 | NA | NA | … | … | 27.43 | 11.24 | 18.12 | 15.92 | 14.19 | 12.66 | 16.67 | 31.71 | 22.89 | 33.32 | 41.74 | 19.40 | 14.89 | 14.27 | 14.40 | 16.92 | 25.33 | 26.51 | 39.87 | 16.71 | 13.13 |
| Draw Down(%) | NA | 18.53 | 19.46 | 23.79 | 50.67 | NA | NA | … | … | 18.53 | 6.05 | 13.97 | 13.69 | 13.86 | 5.25 | 14.68 | 32.05 | 19.61 | 29.80 | 50.66 | 21.24 | 12.86 | 9.80 | 11.08 | 15.99 | 41.79 | 30.46 | 38.65 | 13.14 | 0.00 |
| Yield(%) | 0.00 | 18.19 | 9.22 | 8.98 | 7.36 | 8.05 | 8.85 | … | … | 0.00 | 18.18 | 7.91 | 0.98 | 15.65 | 0.44 | 0.04 | 0.00 | 0.00 | 0.48 | 0.58 | 8.54 | 13.06 | 16.86 | 0.00 | 0.00 | 1.44 | 0.94 | 17.77 | 0.00 | 0.35 |
Data as of 08/29/2018, Common starting date is 12/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCOAX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS A SHARES) |
-19.52%
Feb 2006 – Feb 2009 |
-6.99%
Feb 2004 – Feb 2009 |
2.11%
Feb 1999 – Feb 2009 |
5.29%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCOAX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS A SHARES) |
35.57%
Feb 2009 – Feb 2012 |
27.92%
Feb 2009 – Feb 2014 |
11.30%
Mar 2003 – Mar 2013 |
10.42%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart