Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGCRX (PUTNAM FUND FOR GROWTH & INCOME CLASS R SHARES) | NA | 19.91% | 5.50% | 13.56% | 3.61% | NA | NA | … | … |
Data as of 05/23/2017, Common starting date is 03/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGCRX (PUTNAM FUND FOR GROWTH & INCOME CLASS R SHARES) | 03/04/2003 | 05/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.91 | 5.50 | 13.56 | 3.61 | NA | NA | … | … | 4.93 | 14.60 | -7.86 | 10.28 | 35.02 | 18.57 | -5.05 | 13.80 | 29.18 | -39.05 | -6.91 | 14.84 | 1.65 | 9.38 | 36.29 |
| Sharpe Ratio | NA | 1.79 | 0.39 | 0.99 | 0.15 | NA | NA | … | … | 1.62 | 0.95 | -0.51 | 0.88 | 2.96 | 1.28 | -0.19 | 0.72 | 0.97 | -0.96 | -0.57 | 1.13 | -0.05 | 0.78 | 2.91 |
| Standard Deviation(%) | NA | 10.94 | 13.91 | 13.56 | 22.31 | NA | NA | … | … | 7.83 | 15.14 | 15.57 | 11.67 | 11.83 | 14.54 | 26.14 | 19.04 | 30.10 | 41.31 | 17.53 | 10.30 | 10.78 | 10.81 | 15.22 |
| Draw Down(%) | NA | 7.25 | 22.23 | 22.23 | 62.45 | NA | NA | … | … | 3.85 | 12.91 | 15.85 | 8.72 | 5.26 | 13.06 | 24.92 | 17.67 | 29.52 | 50.00 | 17.90 | 8.38 | 7.53 | 7.39 | 5.49 |
| Yield(%) | 0.00 | 3.85 | 2.05 | 2.49 | 2.45 | 4.10 | 3.08 | … | … | 2.15 | 1.64 | 1.13 | 1.30 | 1.16 | 1.44 | 1.16 | 0.72 | 1.17 | 1.43 | 15.56 | 13.12 | 0.00 | 0.00 | 0.70 |
Data as of 05/23/2017, Common starting date is 03/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGCRX (PUTNAM FUND FOR GROWTH & INCOME CLASS R SHARES) |
-20.36%
Feb 2006 – Feb 2009 |
-11.07%
Feb 2004 – Feb 2009 |
2.92%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGCRX (PUTNAM FUND FOR GROWTH & INCOME CLASS R SHARES) |
24.74%
Feb 2009 – Feb 2012 |
23.32%
Feb 2009 – Feb 2014 |
5.78%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart