Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCORX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS R SHARES) | NA | -8.31% | 1.21% | 3.44% | 6.74% | 6.90% | NA | … | … |
Data as of 08/29/2018, Common starting date is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCORX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS R SHARES) | 08/04/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | -8.31 | 1.21 | 3.44 | 6.74 | 6.90 | NA | … | … | -11.59 | 4.20 | 15.38 | -7.81 | 6.77 | 33.41 | 13.77 | -6.16 | 29.97 | 45.61 | -35.16 | -8.95 | 15.25 | 10.22 | 18.16 | 16.30 |
| Sharpe Ratio | NA | -0.27 | 0.02 | 0.15 | 0.25 | NA | NA | … | … | -0.64 | 0.13 | 0.84 | -0.49 | 0.48 | 2.63 | 0.83 | -0.20 | 1.31 | 1.36 | -0.86 | -0.62 | 0.81 | 0.57 | 1.20 | 2.77 |
| Standard Deviation(%) | NA | 35.05 | 24.24 | 20.76 | 25.66 | NA | NA | … | … | 28.29 | 28.37 | 18.09 | 15.88 | 14.20 | 12.68 | 16.70 | 31.70 | 22.83 | 33.41 | 41.79 | 19.45 | 14.84 | 14.23 | 14.34 | 15.72 |
| Draw Down(%) | NA | 25.94 | 25.94 | 25.94 | 50.70 | NA | NA | … | … | 19.15 | 18.52 | 13.89 | 13.86 | 13.90 | 5.22 | 14.74 | 32.08 | 19.70 | 29.86 | 50.67 | 21.28 | 12.89 | 9.77 | 11.29 | 6.25 |
| Yield(%) | 0.00 | 18.71 | 9.23 | 8.96 | 7.26 | 7.90 | 6.32 | … | … | 0.00 | 18.66 | 7.79 | 0.59 | 15.78 | 0.25 | 0.00 | 0.00 | 0.11 | 0.26 | 0.43 | 8.47 | 13.15 | 16.89 | 0.00 | 0.00 |
Data as of 08/29/2018, Common starting date is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCORX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS R SHARES) |
-19.72%
Feb 2006 – Feb 2009 |
-7.22%
Feb 2004 – Feb 2009 |
4.44%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCORX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS R SHARES) |
35.30%
Feb 2009 – Feb 2012 |
27.64%
Feb 2009 – Feb 2014 |
9.83%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart