Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDMBX (Putman Absolute Return 700 – B) | NA | 1.29% | -10.15% | -6.72% | -2.20% | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 01/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDMBX (Putman Absolute Return 700 – B) | 01/05/2009 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 1.29 | -10.15 | -6.72 | -2.20 | NA | NA | … | … | -0.47 | 2.07 | -23.13 | -8.60 | 4.69 | -9.94 | 8.85 | 2.11 | -2.36 | 5.12 | 5.16 | 6.86 | -0.26 | 3.07 | 13.07 |
| Sharpe Ratio | NA | -0.12 | -0.08 | -0.07 | -0.04 | NA | NA | … | … | -1.98 | 0.16 | -0.10 | -0.72 | 0.47 | -1.03 | 2.81 | 0.44 | -0.42 | 1.17 | 1.13 | 1.83 | -0.05 | 0.82 | 3.25 |
| Standard Deviation(%) | NA | 4.10 | 138.03 | 107.20 | 75.83 | NA | NA | … | … | 3.37 | 4.24 | 239.68 | 12.25 | 6.94 | 11.00 | 2.93 | 4.34 | 5.69 | 4.35 | 4.54 | 3.75 | 5.71 | 3.64 | 4.02 |
| Draw Down(%) | NA | 3.92 | 85.82 | 85.82 | 85.82 | NA | NA | … | … | 1.38 | 3.92 | 85.82 | 11.42 | 5.59 | 12.69 | 1.13 | 4.31 | 5.57 | 3.44 | 4.72 | 2.56 | 9.01 | 2.81 | 4.17 |
| Yield(%) | 0.00 | 15.11 | 4.97 | 3.32 | 3.11 | 3.01 | 2.26 | … | … | 0.00 | 15.12 | 1.25 | 0.00 | 0.00 | 2.39 | 1.74 | 0.00 | 6.94 | 5.53 | 0.47 | 0.00 | 3.21 | 3.14 | 1.60 |
Data as of 02/17/2023, Common starting date is 01/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDMBX (Putman Absolute Return 700 – B) |
-12.25%
Apr 2018 – Apr 2021 |
-7.44%
Nov 2017 – Nov 2022 |
-2.27%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDMBX (Putman Absolute Return 700 – B) |
7.28%
Feb 2009 – Feb 2012 |
6.18%
Feb 2009 – Feb 2014 |
3.58%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart