Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCVRX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS R SHARES) | 22.33% | 32.84% | 17.35% | 2.11% | 7.96% | 6.92% | 6.64% | … | … |
Data as of 06/03/2026, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCVRX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS R SHARES) | 12/17/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | 32.84 | 17.35 | 2.11 | 7.96 | 6.92 | 6.64 | … | … | 22.33 | 11.71 | 12.32 | 9.83 | -19.14 | -17.98 | 30.76 | 23.98 | -3.12 | 14.61 | 9.28 | -7.26 | 7.15 | 21.69 | 14.94 | -6.78 | 19.19 | 53.36 | -39.62 | 5.64 | 14.31 | 0.33 | 11.07 | 2.52 |
| Sharpe Ratio | NA | 2.09 | 1.20 | -0.06 | 0.41 | NA | NA | … | … | 3.16 | 0.67 | 0.99 | 0.74 | -1.24 | -0.66 | 1.27 | 2.52 | -0.37 | 2.43 | 1.02 | -0.81 | 0.79 | 2.92 | 1.93 | -0.46 | 1.81 | 4.60 | -2.02 | 0.26 | 1.69 | -0.29 | 1.33 | 20.77 |
| Standard Deviation(%) | NA | 14.11 | 11.78 | 16.22 | 15.29 | NA | NA | … | … | 17.61 | 13.22 | 8.78 | 8.37 | 16.62 | 27.19 | 23.91 | 8.93 | 12.06 | 5.77 | 8.92 | 8.98 | 9.08 | 7.42 | 7.79 | 14.68 | 10.56 | 11.58 | 20.08 | 9.70 | 6.46 | 6.71 | 7.60 | 4.82 |
| Draw Down(%) | NA | 7.38 | 13.48 | 41.30 | 42.39 | NA | NA | … | … | 7.38 | 12.90 | 4.55 | 9.85 | 21.80 | 27.91 | 24.93 | 4.65 | 14.07 | 2.50 | 10.12 | 13.10 | 7.91 | 5.15 | 7.97 | 18.35 | 9.33 | 7.76 | 46.57 | 8.22 | 5.66 | 8.23 | 6.55 | 0.12 |
| Yield(%) | 0.00 | 5.41 | 3.11 | 1.42 | 3.97 | 4.16 | 4.28 | … | … | 0.00 | 6.21 | 1.41 | 0.84 | 0.68 | 0.14 | 1.14 | 8.67 | 11.52 | 4.07 | 2.00 | 5.22 | 6.39 | 2.48 | 3.00 | 2.56 | 2.97 | 4.48 | 2.43 | 2.52 | 2.87 | 1.39 | 2.94 | 0.95 |
Data as of 06/03/2026, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVRX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS R SHARES) |
-12.96%
Nov 2020 – Nov 2023 |
-4.61%
Feb 2004 – Feb 2009 |
2.85%
Oct 2013 – Oct 2023 |
3.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVRX (PUTNAM CONVERTIBLE SECURITIES FUND CLASS R SHARES) |
22.78%
Feb 2009 – Feb 2012 |
19.79%
Feb 2009 – Feb 2014 |
12.30%
Feb 2009 – Feb 2019 |
8.86%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart