Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCOEX (Putnam Capital Opportunities Fd Cl R6) | NA | -2.83% | 3.65% | 5.21% | NA | NA | NA | … | … |
Data as of 08/29/2018, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCOEX (Putnam Capital Opportunities Fd Cl R6) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | -2.83 | 3.65 | 5.21 | NA | NA | NA | … | … | -9.59 | 8.45 | 16.18 | -7.26 | 7.53 | 34.48 | 5.33 |
| Sharpe Ratio | NA | -0.15 | 0.14 | 0.25 | NA | NA | NA | … | … | -0.58 | 0.70 | 0.88 | -0.46 | 0.53 | 2.73 | 0.80 |
| Standard Deviation(%) | NA | 25.69 | 21.12 | 19.71 | NA | NA | NA | … | … | 26.49 | 11.19 | 18.09 | 15.86 | 14.16 | 12.64 | 14.04 |
| Draw Down(%) | NA | 17.67 | 19.34 | 23.50 | NA | NA | NA | … | … | 17.67 | 6.03 | 13.86 | 13.59 | 13.76 | 5.18 | 9.23 |
| Yield(%) | 0.00 | 17.59 | 9.22 | 9.11 | 5.69 | 3.80 | 2.85 | … | … | 0.00 | 17.63 | 8.15 | 1.36 | 15.72 | 1.02 | 0.18 |
Data as of 08/29/2018, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCOEX (Putnam Capital Opportunities Fd Cl R6) |
2.72%
Oct 2013 – Oct 2016 |
8.40%
Jul 2013 – Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCOEX (Putnam Capital Opportunities Fd Cl R6) |
12.95%
Nov 2012 – Nov 2015 |
11.34%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart