Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCONX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS A SHARES) | 6.73% | 16.30% | 10.38% | 7.42% | 8.48% | 9.49% | 7.93% | 8.79% |
Data as of 07/03/2025, AR inception is 02/05/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCONX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS A SHARES) | 02/05/1980 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | 16.30 | 10.38 | 7.42 | 8.48 | 9.49 | 7.93 | 8.79 | 6.73 | 12.60 | 10.13 | -18.57 | 4.23 | 44.86 | 24.32 | -2.92 | 14.95 | 9.51 | -7.04 | 7.48 | 21.97 | 15.22 | -6.58 | 19.55 | 53.78 | -39.46 | 5.88 | 14.55 | 2.07 | 11.35 | 31.78 | -5.49 | -8.16 | -8.63 | 17.48 | 4.87 | 19.60 | 17.86 | 23.81 | -1.92 | 17.04 | 21.16 | 29.40 | -10.08 | 16.58 | 12.14 | -5.51 | 15.90 | 25.53 | -6.56 | 8.40 | 20.36 | -12.21 | 27.08 |
| Sharpe Ratio | NA | 1.05 | 0.65 | 0.43 | 0.56 | NA | NA | 0.50 | 0.73 | 1.03 | 0.78 | -1.20 | 0.28 | 2.09 | 2.56 | -0.36 | 2.48 | 1.04 | -0.79 | 0.82 | 2.95 | 1.96 | -0.45 | 1.84 | 4.64 | -2.00 | 0.28 | 1.73 | -0.03 | 1.36 | 3.79 | -0.51 | -0.69 | -0.64 | 1.33 | 0.12 | 1.81 | 2.35 | 4.68 | -0.92 | 3.82 | 3.80 | 3.46 | -1.71 | 1.88 | 1.08 | -0.60 | 1.64 | 2.63 | -0.87 | 0.21 | 0.80 | -0.95 | 1.69 |
| Standard Deviation(%) | NA | 12.50 | 10.86 | 13.15 | 12.65 | NA | NA | 11.66 | 14.85 | 8.75 | 8.37 | 16.66 | 14.83 | 21.29 | 8.93 | 12.00 | 5.79 | 8.93 | 8.97 | 9.07 | 7.44 | 7.79 | 14.74 | 10.58 | 11.56 | 20.11 | 9.71 | 6.47 | 6.66 | 7.62 | 8.20 | 13.01 | 15.65 | 20.08 | 10.61 | 11.91 | 8.74 | 5.99 | 4.24 | 5.42 | 3.87 | 4.87 | 7.33 | 9.07 | 5.67 | 6.66 | 16.17 | 7.00 | 7.62 | 15.62 | 9.99 | 15.53 | 23.89 | 12.92 |
| Draw Down(%) | NA | 13.41 | 13.41 | 26.14 | 26.14 | NA | NA | 47.70 | 13.38 | 4.52 | 9.81 | 21.68 | 12.03 | 24.90 | 4.60 | 13.99 | 2.49 | 10.08 | 12.97 | 7.82 | 5.13 | 7.94 | 18.28 | 9.30 | 7.74 | 46.53 | 8.25 | 5.65 | 8.18 | 6.48 | 4.53 | 21.78 | 22.87 | 20.17 | 8.91 | 19.62 | 5.99 | 6.43 | 2.46 | 6.63 | 2.05 | 2.83 | 4.20 | 20.32 | 5.96 | 3.89 | 28.11 | 6.24 | 3.54 | 19.61 | 6.83 | 12.26 | 23.52 | 15.81 |
| Yield(%) | 0.00 | 1.75 | 1.70 | 8.42 | 7.90 | 9.16 | 7.74 | 9.94 | 0.75 | 1.66 | 1.09 | 1.27 | 22.34 | 14.94 | 8.92 | 11.72 | 4.34 | 2.25 | 5.45 | 6.62 | 2.74 | 3.25 | 2.79 | 3.22 | 4.75 | 2.64 | 2.72 | 2.99 | 3.01 | 3.15 | 4.55 | 4.17 | 4.13 | 9.80 | 14.24 | 13.26 | 14.41 | 12.84 | 9.88 | 10.84 | 9.08 | 6.05 | 7.35 | 6.59 | 6.74 | 6.93 | 11.31 | 9.16 | 7.01 | 5.89 | 6.80 | 8.62 | 6.24 | 5.71 |
Data as of 07/03/2025, AR inception is 02/05/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCONX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS A SHARES) |
-10.79%
Nov 2005 - Nov 2008 |
-4.09%
Feb 2004 - Feb 2009 |
0.08%
Nov 1998 - Nov 2008 |
3.99%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCONX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS A SHARES) |
26.02%
Oct 1990 - Oct 1993 |
20.08%
Feb 2009 - Feb 2014 |
15.20%
Oct 1990 - Oct 2000 |
13.43%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart