Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEQBX (PUTNAM GLOBAL EQUITY FUND CLASS B SHARES) | 0.00% | 3.73% | 3.62% | 1.72% | 0.93% | 3.91% | 3.25% | 4.77% |
Data as of 04/09/2025, AR inception is 11/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQBX (PUTNAM GLOBAL EQUITY FUND CLASS B SHARES) | 11/21/1995 | 04/09/2025 |
| 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.73 | 3.62 | 1.72 | 0.93 | 3.91 | 3.25 | 4.77 | 0.00 | 7.58 | 18.21 | -18.81 | -22.96 | 9.25 | 25.72 | -13.28 | 27.19 | 0.21 | -2.62 | 0.70 | 30.69 | 18.95 | -5.66 | 8.97 | 28.62 | -45.79 | 8.08 | 22.14 | 7.94 | 12.68 | 27.89 | -23.02 | -30.38 | -30.96 | 63.56 | 27.78 | 12.44 | 64.29 | -0.25 |
| Sharpe Ratio | NA | -0.33 | -0.07 | -0.04 | -0.04 | NA | NA | 0.14 | 0.00 | 0.10 | 1.13 | -0.89 | -0.64 | 0.28 | 2.13 | -0.93 | 3.75 | 0.00 | -0.18 | 0.05 | 2.29 | 1.22 | -0.21 | 0.43 | 1.07 | -1.11 | 0.28 | 1.49 | 0.59 | 1.02 | 1.91 | -1.16 | -1.44 | -1.25 | 3.58 | 1.24 | 0.66 | 1.77 | -0.41 |
| Standard Deviation(%) | NA | 8.15 | 14.73 | 21.64 | 19.83 | NA | NA | 20.98 | NA | 9.73 | 12.46 | 22.77 | 36.13 | 32.04 | 11.39 | 15.78 | 7.12 | 14.99 | 14.91 | 12.85 | 13.40 | 15.57 | 26.57 | 20.45 | 26.78 | 42.11 | 18.49 | 12.68 | 9.79 | 11.55 | 14.25 | 20.84 | 23.01 | 28.03 | 16.87 | 19.73 | 13.41 | 33.96 | 14.49 |
| Draw Down(%) | NA | 7.29 | 26.90 | 53.56 | 53.56 | NA | NA | 71.59 | 0.00 | 7.29 | 11.53 | 32.67 | 33.07 | 35.78 | 6.08 | 23.32 | 2.00 | 13.54 | 15.12 | 12.37 | 8.41 | 14.64 | 25.98 | 18.83 | 27.32 | 56.74 | 13.29 | 13.79 | 7.56 | 9.52 | 14.74 | 32.55 | 43.44 | 38.48 | 10.20 | 28.37 | 11.89 | 6.44 | 4.16 |
| Yield(%) | 0.00 | 0.00 | 0.62 | 0.36 | 0.27 | 0.44 | 0.64 | 4.09 | 0.00 | 0.00 | 0.00 | 1.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.95 | 0.00 | 0.00 | 0.00 | 0.09 | 1.76 | 0.44 | 2.62 | 0.00 | 2.18 | 1.12 | 0.05 | 0.00 | 1.90 | 0.00 | 0.00 | 11.62 | 14.83 | 3.34 | 20.47 | 10.84 | 0.48 |
Data as of 04/09/2025, AR inception is 11/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQBX (PUTNAM GLOBAL EQUITY FUND CLASS B SHARES) |
-30.85%
Mar 2000 - Mar 2003 |
-12.81%
Mar 2000 - Mar 2005 |
-6.61%
Feb 2000 - Feb 2010 |
-1.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQBX (PUTNAM GLOBAL EQUITY FUND CLASS B SHARES) |
34.46%
Jan 1996 - Jan 1999 |
21.66%
Dec 1995 - Dec 2000 |
11.94%
Feb 2009 - Feb 2019 |
7.83%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart