Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEMMX (Putnam Emerging Markets Equity A) | 11.16% | 10.67% | 11.36% | 4.55% | 5.19% | 4.06% | NA | 7.45% |
Data as of 06/20/2025, AR inception is 11/11/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEMMX (Putnam Emerging Markets Equity A) | 11/11/2008 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 10.67 | 11.36 | 4.55 | 5.19 | 4.06 | NA | 7.45 | 11.16 | 14.03 | 11.86 | -27.59 | -9.11 | 34.58 | 22.47 | -17.55 | 42.30 | 5.78 | -11.21 | -1.35 | 1.61 | 18.78 | -26.41 | 18.07 | 73.93 | 1.92 |
| Sharpe Ratio | NA | 0.44 | 0.55 | 0.15 | 0.22 | NA | NA | 0.32 | 1.23 | 0.51 | 0.55 | -1.38 | -0.47 | 1.13 | 1.74 | -1.12 | 4.48 | 0.37 | -0.67 | -0.12 | 0.12 | 1.18 | -0.89 | 0.83 | 2.42 | 0.26 |
| Standard Deviation(%) | NA | 16.74 | 15.79 | 17.65 | 18.05 | NA | NA | 19.99 | 18.27 | 14.45 | 14.04 | 21.01 | 19.35 | 30.17 | 12.12 | 16.84 | 9.34 | 15.18 | 16.74 | 11.68 | 13.68 | 15.97 | 29.56 | 21.79 | 30.47 | 58.10 |
| Draw Down(%) | NA | 12.92 | 14.74 | 48.26 | 48.26 | NA | NA | 48.26 | 12.92 | 10.31 | 12.31 | 34.88 | 22.00 | 29.50 | 9.38 | 27.58 | 4.99 | 11.79 | 25.91 | 15.58 | 15.63 | 18.74 | 37.42 | 17.73 | 21.49 | 19.20 |
| Yield(%) | 0.00 | 1.60 | 0.94 | 0.54 | 0.88 | 1.70 | 2.50 | 3.12 | 0.00 | 1.88 | 0.88 | 0.00 | 0.00 | 0.15 | 1.32 | 1.65 | 0.09 | 1.01 | 1.09 | 0.76 | 0.38 | 0.52 | 7.86 | 7.09 | 6.70 | 0.00 |
Data as of 06/20/2025, AR inception is 11/11/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMMX (Putnam Emerging Markets Equity A) |
-10.88%
Jan 2021 - Jan 2024 |
-5.90%
Feb 2011 - Feb 2016 |
1.11%
Mar 2010 - Mar 2020 |
3.20%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMMX (Putnam Emerging Markets Equity A) |
26.86%
Feb 2009 - Feb 2012 |
18.06%
Feb 2016 - Feb 2021 |
9.33%
Feb 2009 - Feb 2019 |
7.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart