Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEYAX (PUTNAM EQUITY INCOME FUND CLASS A SHARES) | 9.55% | 26.67% | 20.78% | 13.23% | 13.86% | 12.93% | 10.73% | … | … |
Data as of 06/03/2026, Common starting date is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEYAX (PUTNAM EQUITY INCOME FUND CLASS A SHARES) | 01/02/1980 | 06/03/2026 |
| 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 26.67 | 20.78 | 13.23 | 13.86 | 12.93 | 10.73 | … | … | 9.55 | 20.09 | 18.99 | 15.42 | -3.07 | 26.84 | 5.87 | 29.93 | -8.11 | 18.70 | 13.56 | -3.21 | 12.47 | 31.67 | 19.00 | 1.75 | 12.53 | 27.22 | -31.28 | 3.16 | 19.27 | 5.68 | 12.18 | 26.61 | -12.87 | -1.55 | 13.16 | 1.07 | 12.70 | 26.46 | 20.50 | 30.43 | -2.41 | 12.23 | -0.51 | 18.15 | -20.36 | -0.24 | 4.39 | -24.53 | -4.69 | 1.74 | -11.46 | -2.77 | 0.24 | -11.00 | 5.82 |
| Sharpe Ratio | NA | 2.28 | 1.43 | 0.75 | 0.72 | NA | NA | … | … | 1.74 | 1.12 | 1.50 | 0.96 | -0.23 | 1.99 | 0.16 | 2.45 | -0.61 | 2.54 | 0.99 | -0.22 | 1.12 | 2.81 | 1.43 | 0.07 | 0.66 | 0.97 | -0.80 | 0.00 | 1.71 | 0.33 | 1.07 | 1.72 | -0.65 | -0.30 | 0.55 | -0.17 | 0.59 | 1.70 | 1.95 | 4.06 | -0.67 | 1.59 | -0.32 | 1.13 | -1.80 | -0.50 | -0.03 | -1.01 | -0.66 | -0.32 | -1.26 | -0.82 | -0.46 | -1.69 | -0.24 |
| Standard Deviation(%) | NA | 10.42 | 12.49 | 14.27 | 16.97 | NA | NA | … | … | 11.76 | 15.46 | 10.23 | 12.37 | 19.40 | 13.47 | 35.56 | 11.60 | 15.55 | 7.13 | 13.53 | 15.06 | 11.13 | 11.27 | 13.38 | 24.88 | 18.94 | 28.04 | 40.15 | 16.23 | 9.30 | 10.41 | 10.43 | 15.07 | 21.61 | 13.69 | 16.18 | 13.80 | 15.71 | 13.34 | 8.58 | 6.52 | 8.16 | 6.29 | 9.43 | 12.59 | 14.30 | 12.49 | 18.21 | 28.28 | 13.75 | 11.56 | 14.63 | 11.00 | 16.58 | 12.69 | 11.19 |
| Draw Down(%) | NA | 7.23 | 15.12 | 15.31 | 36.06 | NA | NA | … | … | 7.23 | 14.43 | 7.18 | 8.81 | 15.31 | 5.83 | 36.06 | 6.50 | 20.02 | 3.41 | 10.65 | 12.92 | 8.12 | 5.23 | 13.02 | 22.33 | 17.18 | 25.74 | 44.10 | 12.18 | 7.30 | 7.28 | 7.07 | 14.58 | 29.06 | 15.95 | 13.06 | 15.07 | 16.51 | 8.58 | 5.39 | 2.25 | 8.87 | 2.73 | 9.77 | 7.54 | 26.93 | 13.97 | 10.99 | 37.05 | 11.36 | 11.18 | 21.26 | 13.01 | 14.26 | 13.57 | 10.07 |
| Yield(%) | 0.00 | 5.80 | 6.98 | 6.53 | 7.78 | 9.04 | 7.67 | … | … | 0.19 | 6.12 | 7.56 | 5.69 | 6.35 | 8.49 | 5.91 | 4.72 | 5.30 | 3.68 | 2.55 | 5.36 | 9.79 | 10.64 | 5.60 | 1.98 | 1.70 | 2.09 | 1.83 | 10.97 | 13.49 | 9.50 | 1.34 | 1.60 | 1.41 | 2.82 | 2.55 | 11.53 | 11.69 | 8.05 | 2.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEYAX (PUTNAM EQUITY INCOME FUND CLASS A SHARES) |
-18.41%
Sep 1987 – Sep 1990 |
-9.82%
Dec 1985 – Dec 1990 |
-7.65%
Sep 1980 – Sep 1990 |
-2.41%
Feb 1980 – Feb 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEYAX (PUTNAM EQUITY INCOME FUND CLASS A SHARES) |
26.68%
Mar 1995 – Mar 1998 |
22.32%
Feb 2009 – Feb 2014 |
15.09%
Feb 2009 – Feb 2019 |
14.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart