Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEMOX (Putnam Emerging Markets Income Fd Cl Y) | NA | -9.41% | 1.80% | 1.43% | NA | NA | NA | … | … |
Data as of 11/21/2018, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEMOX (Putnam Emerging Markets Income Fd Cl Y) | 03/19/2013 | 11/21/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | -9.41 | 1.80 | 1.43 | NA | NA | NA | … | … | -12.05 | 10.42 | 11.08 | -2.79 | 1.60 | -7.60 |
| Sharpe Ratio | NA | -2.18 | 0.13 | 0.14 | NA | NA | NA | … | … | -2.66 | 2.41 | 1.51 | -0.53 | 0.32 | -1.48 |
| Standard Deviation(%) | NA | 5.36 | 5.76 | 5.48 | NA | NA | NA | … | … | 5.51 | 4.07 | 7.19 | 5.28 | 4.89 | 6.46 |
| Draw Down(%) | NA | 14.77 | 14.77 | 14.77 | NA | NA | NA | … | … | 14.77 | 4.00 | 7.53 | 8.01 | 10.13 | 13.25 |
| Yield(%) | 0.00 | 3.93 | 4.11 | 4.09 | 1.98 | 1.32 | 0.99 | … | … | 3.22 | 4.12 | 4.00 | 4.18 | 4.85 | 1.90 |
Data as of 11/21/2018, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMOX (Putnam Emerging Markets Income Fd Cl Y) |
-0.44%
Apr 2013 – Apr 2016 |
0.95%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMOX (Putnam Emerging Markets Income Fd Cl Y) |
6.35%
Jan 2015 – Jan 2018 |
2.50%
Jul 2013 – Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart