Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PGBTX (Putnam Glbl Telecommunications Fnd R Shs) NA 0.00% -2.50% -0.35% 8.32% NA NA
Data as of 06/26/2020, Common starting date is 01/05/2009
More Performance Analytics Comparison
Name Start Date End Date
PGBTX (Putnam Glbl Telecommunications Fnd R Shs) 01/05/2009 06/26/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 0.00 -2.50 -0.35 8.32 NA NA 0.00 0.82 -11.80 13.81 2.64 5.17 -2.95 35.18 19.02 3.80 21.24 12.22
Sharpe Ratio NA 0.00 -0.26 -0.08 0.56 NA NA 0.00 -0.03 -0.84 1.64 0.15 0.36 -0.24 3.08 1.71 0.19 1.29 0.57
Standard Deviation(%) NA 0.30 14.10 14.26 14.19 NA NA NA 17.99 15.59 8.05 15.79 14.25 12.51 11.41 11.22 20.02 16.37 21.33
Draw Down(%) NA 0.00 21.26 21.26 21.26 NA NA 0.00 16.82 21.26 5.16 9.16 13.23 14.73 6.04 7.02 15.53 11.21 23.07
Yield(%) 0.00 0.00 1.00 1.70 7.64 5.58 4.18 0.00 0.74 2.22 0.00 1.38 4.76 20.87 8.18 3.45 4.84 7.08 3.60
Data as of 06/26/2020, Common starting date is 01/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGBTX (Putnam Glbl Telecommunications Fnd R Shs) -2.83%
May 2017 – May 2020
-0.26%
May 2015 – May 2020
7.94%
Dec 2009 – Dec 2019
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGBTX (Putnam Glbl Telecommunications Fnd R Shs) 21.61%
Jun 2010 – Jun 2013
22.12%
Feb 2009 – Feb 2014
12.65%
Apr 2009 – Apr 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return