Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQYX (PUTNAM GLOBAL EQUITY FUND CLASS Y SHARES) | 9.29% | 25.61% | 18.38% | 2.46% | 7.17% | 7.09% | 5.64% | … | … |
Data as of 06/05/2026, Common starting date is 10/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQYX (PUTNAM GLOBAL EQUITY FUND CLASS Y SHARES) | 10/26/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.59 | 25.61 | 18.38 | 2.46 | 7.17 | 7.09 | 5.64 | … | … | 9.29 | 36.49 | 3.74 | 19.40 | -17.96 | -17.09 | 10.29 | 27.07 | -12.42 | 28.46 | 1.24 | -1.66 | 1.67 | 32.01 | 20.15 | -4.66 | 10.05 | 29.96 | -45.24 | 9.14 | 23.40 | 9.06 | 13.84 | 26.57 | -23.00 | -29.61 | -40.97 | 49.84 | 16.39 |
| Sharpe Ratio | NA | 1.48 | 1.07 | -0.01 | 0.29 | NA | NA | … | … | 1.06 | 2.28 | 0.01 | 1.27 | -0.85 | -0.56 | 0.31 | 2.24 | -0.88 | 3.95 | 0.07 | -0.11 | 0.13 | 2.38 | 1.30 | -0.18 | 0.49 | 1.12 | -1.09 | 0.32 | 1.59 | 0.70 | 1.12 | 1.81 | -1.17 | -1.42 | -1.28 | 2.46 | 7.95 |
| Standard Deviation(%) | NA | 15.56 | 14.11 | 20.15 | 19.19 | NA | NA | … | … | 19.45 | 14.79 | 11.91 | 12.46 | 22.76 | 30.30 | 32.05 | 11.41 | 15.76 | 7.08 | 15.05 | 14.93 | 12.80 | 13.46 | 15.58 | 26.50 | 20.48 | 26.71 | 42.14 | 18.52 | 12.66 | 9.73 | 11.49 | 14.30 | 20.59 | 22.94 | 35.39 | 18.86 | 15.92 |
| Draw Down(%) | NA | 11.72 | 11.72 | 50.02 | 50.02 | NA | NA | … | … | 11.72 | 11.04 | 9.39 | 11.24 | 32.13 | 28.62 | 35.75 | 5.97 | 22.59 | 2.00 | 13.36 | 14.83 | 12.05 | 8.37 | 14.58 | 25.59 | 18.64 | 27.23 | 56.35 | 13.22 | 13.70 | 7.49 | 8.99 | 14.49 | 31.92 | 43.07 | 47.61 | 10.18 | 3.43 |
| Yield(%) | 0.00 | 7.32 | 4.83 | 2.32 | 2.38 | 2.52 | 2.32 | … | … | 0.00 | 8.68 | 3.84 | 1.38 | 2.33 | 0.36 | 0.80 | 0.32 | 0.00 | 0.72 | 1.82 | 0.78 | 0.84 | 0.83 | 1.17 | 2.62 | 1.44 | 3.48 | 0.31 | 3.10 | 2.12 | 1.14 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQYX (PUTNAM GLOBAL EQUITY FUND CLASS Y SHARES) |
-34.05%
Mar 2000 – Mar 2003 |
-15.30%
Mar 2000 – Mar 2005 |
-7.67%
Feb 1999 – Feb 2009 |
-1.35%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQYX (PUTNAM GLOBAL EQUITY FUND CLASS Y SHARES) |
23.95%
Feb 2009 – Feb 2012 |
22.47%
Feb 2009 – Feb 2014 |
13.07%
Feb 2009 – Feb 2019 |
8.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart