Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQCX (PUTNAM EQUITY INCOME FUND CLASS C SHARES) | 10.57% | 27.74% | 20.38% | 10.14% | 11.35% | 11.12% | 9.11% | … | … |
Data as of 06/04/2026, Common starting date is 03/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQCX (PUTNAM EQUITY INCOME FUND CLASS C SHARES) | 03/19/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 27.74 | 20.38 | 10.14 | 11.35 | 11.12 | 9.11 | … | … | 10.57 | 19.21 | 18.11 | 14.51 | -8.53 | 18.64 | 0.44 | 28.90 | -8.75 | 17.79 | 12.71 | -3.91 | 11.60 | 30.72 | 18.06 | 0.96 | 11.55 | 26.26 | -31.78 | 2.40 | 18.37 | 4.89 | 11.34 | 25.68 | -13.54 | -2.30 | 11.66 | -12.57 |
| Sharpe Ratio | NA | 2.19 | 1.36 | 0.50 | 0.55 | NA | NA | … | … | 1.65 | 1.06 | 1.42 | 0.89 | -0.50 | 1.26 | 0.01 | 2.37 | -0.65 | 2.40 | 0.92 | -0.26 | 1.04 | 2.72 | 1.36 | 0.04 | 0.61 | 0.93 | -0.81 | -0.05 | 1.61 | 0.25 | 1.00 | 1.66 | -0.68 | -0.35 | 0.46 | -1.04 |
| Standard Deviation(%) | NA | 10.44 | 12.48 | 14.69 | 17.23 | NA | NA | … | … | 11.79 | 15.44 | 10.22 | 12.33 | 19.99 | 14.80 | 35.93 | 11.59 | 15.59 | 7.17 | 13.55 | 15.05 | 11.15 | 11.30 | 13.39 | 24.86 | 18.91 | 28.11 | 40.09 | 16.23 | 9.33 | 10.40 | 10.39 | 15.06 | 21.59 | 13.75 | 16.35 | 18.35 |
| Draw Down(%) | NA | 7.33 | 15.33 | 19.04 | 36.11 | NA | NA | … | … | 7.33 | 14.52 | 7.21 | 8.93 | 15.61 | 10.01 | 36.11 | 6.54 | 20.17 | 3.54 | 10.71 | 13.08 | 8.14 | 5.32 | 13.11 | 22.61 | 17.44 | 25.81 | 44.47 | 12.41 | 7.40 | 7.38 | 7.22 | 14.71 | 29.38 | 16.12 | 13.16 | 22.04 |
| Yield(%) | 0.00 | 5.09 | 6.20 | 3.69 | 4.49 | 6.12 | 5.44 | … | … | 0.00 | 5.40 | 6.89 | 4.99 | 1.00 | 0.55 | 0.80 | 3.92 | 4.61 | 2.91 | 1.80 | 4.70 | 9.12 | 9.93 | 4.84 | 1.27 | 0.83 | 1.31 | 1.14 | 10.26 | 12.79 | 8.79 | 0.58 | 0.88 | 0.75 | 2.16 | 1.14 | 1.28 |
Data as of 06/04/2026, Common starting date is 03/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQCX (PUTNAM EQUITY INCOME FUND CLASS C SHARES) |
-12.41%
Feb 2006 – Feb 2009 |
-4.61%
Feb 2004 – Feb 2009 |
-1.02%
Apr 1999 – Apr 2009 |
5.10%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQCX (PUTNAM EQUITY INCOME FUND CLASS C SHARES) |
23.33%
Sep 2011 – Sep 2014 |
21.35%
Feb 2009 – Feb 2014 |
14.20%
Feb 2009 – Feb 2019 |
12.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart