Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEIYX (PUTNAM EQUITY INCOME FUND CLASS Y SHARES) | 9.10% | 5.11% | 10.29% | 11.19% | 9.18% | 11.38% | 8.87% | 7.18% |
Data as of 07/28/2025, AR inception is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEIYX (PUTNAM EQUITY INCOME FUND CLASS Y SHARES) | 12/17/1998 | 07/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 5.11 | 10.29 | 11.19 | 9.18 | 11.38 | 8.87 | 7.18 | 9.10 | 13.25 | 11.26 | -7.56 | 19.94 | 1.52 | 30.24 | -7.84 | 18.96 | 13.84 | -2.96 | 12.75 | 31.99 | 19.30 | 2.01 | 12.65 | 27.54 | -31.10 | 3.42 | 19.56 | 6.00 | 11.52 | 24.72 | -14.21 | -4.42 | 10.48 | -9.84 | -6.88 |
| Sharpe Ratio | NA | 0.21 | 0.51 | 0.58 | 0.44 | NA | NA | 0.30 | 0.79 | 0.57 | 0.55 | -0.45 | 1.35 | 0.04 | 2.49 | -0.59 | 2.59 | 1.00 | -0.20 | 1.15 | 2.82 | 1.45 | 0.08 | 0.67 | 0.98 | -0.80 | 0.03 | 1.76 | 0.37 | 1.01 | 1.60 | -0.71 | -0.49 | 0.39 | -0.72 | -1.68 |
| Standard Deviation(%) | NA | 16.92 | 15.18 | 15.83 | 17.80 | NA | NA | 18.60 | 18.82 | 11.63 | 12.81 | 19.98 | 14.78 | 35.93 | 11.58 | 15.59 | 7.11 | 13.58 | 15.03 | 11.13 | 11.33 | 13.40 | 24.93 | 18.89 | 28.04 | 40.09 | 16.22 | 9.31 | 10.41 | 10.48 | 15.04 | 21.61 | 13.93 | 16.49 | 18.14 | 53.27 |
| Draw Down(%) | NA | 19.38 | 19.38 | 19.38 | 36.05 | NA | NA | 51.28 | 14.42 | 11.89 | 8.75 | 15.23 | 9.86 | 36.05 | 6.49 | 19.93 | 3.43 | 10.65 | 12.84 | 8.09 | 5.18 | 13.02 | 22.29 | 17.31 | 25.67 | 43.92 | 12.07 | 7.30 | 7.28 | 7.50 | 14.58 | 29.92 | 16.69 | 13.06 | 22.40 | 9.14 |
| Yield(%) | 0.00 | 1.08 | 1.74 | 2.01 | 3.52 | 6.47 | 5.38 | 4.57 | 0.38 | 1.55 | 1.82 | 1.93 | 1.68 | 1.72 | 5.02 | 5.55 | 3.92 | 2.81 | 5.62 | 10.06 | 10.93 | 5.87 | 2.24 | 1.81 | 2.36 | 2.05 | 11.23 | 13.75 | 9.74 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 1.03 | 0.48 |
Data as of 07/28/2025, AR inception is 12/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIYX (PUTNAM EQUITY INCOME FUND CLASS Y SHARES) |
-11.55%
Feb 2006 - Feb 2009 |
-3.82%
Feb 2004 - Feb 2009 |
-1.44%
Feb 1999 - Feb 2009 |
5.40%
Apr 1999 - Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIYX (PUTNAM EQUITY INCOME FUND CLASS Y SHARES) |
24.54%
Sep 2011 - Sep 2014 |
22.59%
Feb 2009 - Feb 2014 |
15.36%
Feb 2009 - Feb 2019 |
13.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart