Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQNX (PUTNAM EQUITY INCOME FUND CLASS B SHARES) | 0.00% | 0.00% | 9.61% | 4.17% | 8.27% | 9.06% | 7.59% | … | … |
Data as of 06/05/2026, Common starting date is 09/10/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQNX (PUTNAM EQUITY INCOME FUND CLASS B SHARES) | 09/10/1993 | 06/05/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 9.61 | 4.17 | 8.27 | 9.06 | 7.59 | … | … | 0.00 | 0.00 | 17.53 | 14.55 | -8.53 | 18.63 | 0.46 | 28.92 | -8.77 | 17.82 | 12.71 | -3.94 | 11.61 | 30.74 | 18.06 | 1.03 | 11.52 | 26.18 | -31.73 | 2.31 | 18.47 | 4.87 | 11.31 | 25.66 | -13.54 | -2.25 | 12.35 | 0.23 | 11.89 | 25.49 | 19.67 | 30.35 | -2.52 | 0.81 |
| Sharpe Ratio | NA | 0.00 | 0.94 | 0.13 | 0.41 | NA | NA | … | … | 0.00 | 0.00 | 1.66 | 0.89 | -0.50 | 1.26 | 0.01 | 2.36 | -0.65 | 2.41 | 0.92 | -0.26 | 1.04 | 2.72 | 1.36 | 0.04 | 0.60 | 0.93 | -0.81 | -0.05 | 1.62 | 0.25 | 0.99 | 1.65 | -0.68 | -0.35 | 0.50 | -0.23 | 0.54 | 1.63 | 1.85 | 4.09 | -0.69 | 0.09 |
| Standard Deviation(%) | NA | NA | 6.76 | 12.24 | 16.24 | NA | NA | … | … | NA | NA | 8.37 | 12.34 | 19.97 | 14.81 | 35.87 | 11.61 | 15.56 | 7.14 | 13.57 | 15.00 | 11.12 | 11.27 | 13.37 | 24.83 | 18.94 | 27.97 | 40.09 | 16.22 | 9.32 | 10.39 | 10.44 | 15.10 | 21.64 | 13.65 | 16.27 | 13.78 | 15.69 | 13.34 | 8.58 | 6.44 | 8.14 | 5.10 |
| Draw Down(%) | NA | 0.00 | 8.98 | 19.03 | 36.10 | NA | NA | … | … | 0.00 | 0.00 | 5.27 | 8.98 | 15.61 | 10.00 | 36.10 | 6.58 | 20.15 | 3.54 | 10.71 | 13.05 | 8.16 | 5.28 | 13.13 | 22.61 | 17.43 | 25.88 | 44.40 | 12.41 | 7.42 | 7.40 | 7.24 | 14.75 | 29.39 | 16.15 | 13.08 | 15.38 | 16.65 | 8.62 | 5.49 | 2.35 | 8.88 | 2.27 |
| Yield(%) | 0.00 | 0.00 | 1.57 | 1.12 | 2.46 | 4.41 | 4.27 | … | … | 0.00 | 0.00 | 0.06 | 4.84 | 0.92 | 0.51 | 0.79 | 3.89 | 4.59 | 2.94 | 1.80 | 4.67 | 9.09 | 9.88 | 4.83 | 1.21 | 0.77 | 1.26 | 1.12 | 10.26 | 12.80 | 8.79 | 0.58 | 0.86 | 0.72 | 2.10 | 1.75 | 10.80 | 10.98 | 7.31 | 1.61 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/10/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQNX (PUTNAM EQUITY INCOME FUND CLASS B SHARES) |
-12.41%
Feb 2006 – Feb 2009 |
-4.61%
Feb 2004 – Feb 2009 |
-0.25%
Feb 1999 – Feb 2009 |
4.83%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQNX (PUTNAM EQUITY INCOME FUND CLASS B SHARES) |
25.96%
Mar 1995 – Mar 1998 |
21.36%
Feb 2009 – Feb 2014 |
14.21%
Feb 2009 – Feb 2019 |
12.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart