Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQLX (Putnam Equity Income Fd Cl R5) | 10.79% | 28.73% | 21.47% | 13.65% | 14.15% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQLX (Putnam Equity Income Fd Cl R5) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 28.73 | 21.47 | 13.65 | 14.15 | NA | NA | … | … | 10.79 | 15.61 | 19.31 | 15.65 | -2.82 | 27.17 | 6.12 | 30.27 | -7.83 | 18.97 | 13.40 | -2.87 | 12.77 | 32.26 | 11.14 |
| Sharpe Ratio | NA | 2.28 | 1.45 | 0.76 | 0.73 | NA | NA | … | … | 1.70 | 0.81 | 1.54 | 0.98 | -0.22 | 2.02 | 0.16 | 2.48 | -0.59 | 2.58 | 0.97 | -0.19 | 1.14 | 2.85 | 1.95 |
| Standard Deviation(%) | NA | 10.44 | 12.47 | 14.27 | 17.00 | NA | NA | … | … | 11.78 | 15.98 | 10.20 | 12.34 | 19.43 | 13.45 | 35.65 | 11.63 | 15.63 | 7.13 | 13.58 | 15.02 | 11.16 | 11.32 | 12.34 |
| Draw Down(%) | NA | 7.18 | 15.05 | 15.21 | 36.04 | NA | NA | … | … | 7.18 | 14.41 | 7.17 | 8.74 | 15.21 | 5.82 | 36.04 | 6.45 | 19.95 | 3.42 | 10.65 | 12.85 | 8.08 | 5.17 | 6.26 |
| Yield(%) | 0.00 | 5.80 | 7.15 | 6.69 | 7.99 | 9.16 | 6.87 | … | … | 0.00 | 6.38 | 7.82 | 5.94 | 6.56 | 8.77 | 6.14 | 5.04 | 5.55 | 3.89 | 2.39 | 5.68 | 10.15 | 11.10 | 4.70 |
Data as of 06/04/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQLX (Putnam Equity Income Fd Cl R5) |
0.70%
Mar 2017 – Mar 2020 |
3.05%
Mar 2015 – Mar 2020 |
9.73%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQLX (Putnam Equity Income Fd Cl R5) |
21.70%
May 2023 – May 2026 |
19.85%
Mar 2020 – Mar 2025 |
14.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart