Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCOCX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS C SHARES) | NA | -8.85% | 0.65% | 2.90% | 6.18% | 6.36% | NA | … | … |
Data as of 08/29/2018, Common starting date is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCOCX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS C SHARES) | 04/04/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -8.85 | 0.65 | 2.90 | 6.18 | 6.36 | NA | … | … | -14.89 | 7.18 | 14.78 | -8.24 | 6.30 | 32.60 | 13.35 | -6.69 | 29.17 | 44.87 | -35.54 | -9.37 | 14.72 | 9.67 | 17.65 | 32.08 | -27.82 |
| Sharpe Ratio | NA | -0.37 | 0.00 | 0.14 | 0.24 | NA | NA | … | … | -0.71 | 0.58 | 0.80 | -0.52 | 0.44 | 2.58 | 0.80 | -0.21 | 1.27 | 1.34 | -0.87 | -0.64 | 0.77 | 0.53 | 1.16 | 1.86 | -1.32 |
| Standard Deviation(%) | NA | 26.55 | 20.31 | 18.06 | 24.61 | NA | NA | … | … | 32.06 | 11.25 | 18.06 | 15.94 | 14.21 | 12.64 | 16.67 | 31.72 | 22.89 | 33.46 | 41.76 | 19.37 | 14.89 | 14.26 | 14.37 | 16.90 | 27.72 |
| Draw Down(%) | NA | 22.09 | 22.09 | 24.27 | 50.88 | NA | NA | … | … | 22.09 | 6.11 | 14.00 | 13.98 | 14.03 | 5.29 | 14.78 | 32.29 | 19.74 | 29.92 | 50.77 | 21.56 | 13.00 | 9.89 | 11.39 | 16.04 | 42.03 |
| Yield(%) | 0.00 | 20.99 | 9.99 | 9.48 | 7.48 | 7.91 | 5.17 | … | … | 0.00 | 20.87 | 8.24 | 0.36 | 16.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.66 | 13.74 | 16.94 | 0.00 | 0.00 | 1.41 |
Data as of 08/29/2018, Common starting date is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCOCX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS C SHARES) |
-20.12%
Feb 2006 – Feb 2009 |
-7.67%
Feb 2004 – Feb 2009 |
3.91%
Jan 2006 – Jan 2016 |
6.32%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCOCX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS C SHARES) |
34.49%
Feb 2009 – Feb 2012 |
26.94%
Feb 2009 – Feb 2014 |
10.46%
Mar 2003 – Mar 2013 |
9.59%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart