Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEIMX (PUTNAM EQUITY INCOME FUND CLASS M SHARES) | NA | 16.02% | 11.14% | 7.87% | 11.13% | 8.29% | 7.45% | … | … |
Data as of 11/25/2019, Common starting date is 12/01/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEIMX (PUTNAM EQUITY INCOME FUND CLASS M SHARES) | 12/01/1994 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 16.02 | 11.14 | 7.87 | 11.13 | 8.29 | 7.45 | … | … | 25.51 | -8.80 | 18.13 | 12.95 | -3.66 | 11.89 | 31.00 | 18.40 | 1.26 | 11.84 | 26.52 | -31.61 | 2.89 | 18.70 | 5.17 | 11.57 | 26.03 | -13.30 | -2.04 | 12.56 | 0.56 | 12.20 | 25.77 | 20.00 | 30.08 | 1.19 |
| Sharpe Ratio | NA | 1.22 | 0.86 | 0.56 | 0.72 | NA | NA | … | … | 2.27 | -0.65 | 2.46 | 0.94 | -0.24 | 1.07 | 2.75 | 1.38 | 0.05 | 0.62 | 0.94 | -0.81 | -0.01 | 1.65 | 0.29 | 1.02 | 1.68 | -0.67 | -0.32 | 0.52 | -0.19 | 0.57 | 1.67 | 1.91 | 4.06 | 1.67 |
| Standard Deviation(%) | NA | 13.82 | 11.94 | 13.05 | 15.01 | NA | NA | … | … | 11.96 | 15.51 | 7.13 | 13.56 | 15.04 | 11.08 | 11.27 | 13.44 | 24.88 | 18.95 | 28.13 | 40.09 | 16.15 | 9.35 | 10.45 | 10.41 | 15.05 | 21.55 | 13.70 | 16.26 | 13.78 | 15.71 | 13.30 | 8.59 | 6.46 | 7.25 |
| Draw Down(%) | NA | 15.02 | 20.10 | 20.10 | 22.49 | NA | NA | … | … | 6.55 | 20.10 | 3.48 | 10.73 | 13.06 | 8.10 | 5.28 | 13.07 | 22.49 | 17.43 | 25.79 | 44.34 | 12.08 | 7.41 | 7.39 | 7.18 | 14.67 | 29.26 | 16.03 | 13.13 | 15.32 | 16.59 | 8.62 | 5.50 | 2.26 | 1.17 |
| Yield(%) | 0.00 | 5.27 | 3.63 | 4.59 | 6.13 | 5.66 | 5.33 | … | … | 0.81 | 4.87 | 3.21 | 2.06 | 4.94 | 9.37 | 10.19 | 5.12 | 1.49 | 1.06 | 1.57 | 1.38 | 10.54 | 13.07 | 8.97 | 0.83 | 1.11 | 0.98 | 2.37 | 2.03 | 11.06 | 11.22 | 7.57 | 1.81 | 0.00 | 0.00 |
Data as of 11/25/2019, Common starting date is 12/01/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIMX (PUTNAM EQUITY INCOME FUND CLASS M SHARES) |
-12.10%
Feb 2006 – Feb 2009 |
-4.31%
Feb 2004 – Feb 2009 |
0.02%
Feb 1999 – Feb 2009 |
5.12%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIMX (PUTNAM EQUITY INCOME FUND CLASS M SHARES) |
26.18%
Mar 1995 – Mar 1998 |
21.66%
Feb 2009 – Feb 2014 |
14.46%
Feb 2009 – Feb 2019 |
10.14%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart