Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEMWX (Putnam Emerging Markets Income Fd Cl A) | NA | -9.54% | 1.25% | 1.00% | NA | NA | NA | -0.53% |
Data as of 11/21/2018, AR inception is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEMWX (Putnam Emerging Markets Income Fd Cl A) | 03/19/2013 | 11/21/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | -9.54 | 1.25 | 1.00 | NA | NA | NA | -0.53 | -11.16 | 9.03 | 10.85 | -3.08 | 1.36 | -7.70 |
| Sharpe Ratio | NA | -2.04 | 0.10 | 0.11 | NA | NA | NA | -0.15 | -2.49 | 2.02 | 1.47 | -0.59 | 0.27 | -1.50 |
| Standard Deviation(%) | NA | 5.31 | 5.77 | 5.48 | NA | NA | NA | 5.67 | 5.48 | 4.17 | 7.23 | 5.30 | 4.90 | 6.46 |
| Draw Down(%) | NA | 14.58 | 14.58 | 14.58 | NA | NA | NA | 14.58 | 14.58 | 4.04 | 7.59 | 8.12 | 10.21 | 13.27 |
| Yield(%) | 0.00 | 3.66 | 3.85 | 3.84 | 1.86 | 1.24 | 0.93 | 3.72 | 3.00 | 3.85 | 3.78 | 3.88 | 4.60 | 1.80 |
Data as of 11/21/2018, AR inception is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEMWX (Putnam Emerging Markets Income Fd Cl A) |
-0.64%
Apr 2013 - Apr 2016 |
0.52%
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 |
|---|---|---|---|---|
| PEMWX (Putnam Emerging Markets Income Fd Cl A) |
5.73%
Jan 2015 - Jan 2018 |
2.04%
Jul 2013 - Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart