Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQSX (Putnam Equity Income Fd Cl R6) | 8.81% | 26.60% | 20.86% | 13.40% | 14.06% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQSX (Putnam Equity Income Fd Cl R6) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 26.60 | 20.86 | 13.40 | 14.06 | NA | NA | … | … | 8.81 | 15.67 | 19.41 | 15.78 | -2.74 | 27.33 | 6.23 | 30.39 | -7.77 | 19.14 | 13.49 | -2.77 | 12.86 | 32.36 | 11.19 |
| Sharpe Ratio | NA | 2.28 | 1.45 | 0.77 | 0.73 | NA | NA | … | … | 1.70 | 0.81 | 1.55 | 0.99 | -0.22 | 2.03 | 0.17 | 2.48 | -0.59 | 2.61 | 0.98 | -0.19 | 1.16 | 2.85 | 1.96 |
| Standard Deviation(%) | NA | 10.46 | 12.50 | 14.28 | 17.00 | NA | NA | … | … | 11.80 | 16.00 | 10.21 | 12.34 | 19.43 | 13.47 | 35.64 | 11.64 | 15.64 | 7.11 | 13.54 | 15.01 | 11.12 | 11.34 | 12.34 |
| Draw Down(%) | NA | 7.18 | 15.01 | 15.18 | 36.04 | NA | NA | … | … | 7.18 | 14.40 | 7.15 | 8.73 | 15.18 | 5.82 | 36.04 | 6.45 | 19.93 | 3.40 | 10.60 | 12.84 | 8.06 | 5.17 | 6.26 |
| Yield(%) | 0.00 | 5.89 | 7.26 | 6.80 | 8.13 | 9.31 | 6.98 | … | … | 0.00 | 6.49 | 7.94 | 6.05 | 6.68 | 8.87 | 6.23 | 5.14 | 5.66 | 4.05 | 2.48 | 5.77 | 10.24 | 11.18 | 4.75 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PEQSX (Putnam Equity Income Fd Cl R6) |
0.80%
Mar 2017 – Mar 2020 |
3.15%
Mar 2015 – Mar 2020 |
9.83%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQSX (Putnam Equity Income Fd Cl R6) |
21.80%
May 2023 – May 2026 |
19.98%
Mar 2020 – Mar 2025 |
14.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart