Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGEBX (GEORGE PUTNAM FUND OF BOSTON CLASS B SHARES) | 0.00% | 8.46% | 6.17% | 6.33% | 5.59% | 6.82% | 4.63% | 5.64% |
Data as of 04/21/2025, AR inception is 05/08/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGEBX (GEORGE PUTNAM FUND OF BOSTON CLASS B SHARES) | 05/08/1992 | 04/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.46 | 6.17 | 6.33 | 5.59 | 6.82 | 4.63 | 5.64 | 0.00 | 12.04 | 18.98 | -18.24 | 5.37 | 8.34 | 23.23 | -3.76 | 14.20 | 7.09 | -1.86 | 9.64 | 16.92 | 11.54 | 1.91 | 10.50 | 24.71 | -40.70 | 0.01 | 11.35 | 3.27 | 7.51 | 16.53 | -8.91 | -0.28 | 8.52 | -0.68 | 9.77 | 20.12 | 15.42 | 23.92 | -3.44 | 5.48 | 1.31 |
| Sharpe Ratio | NA | 0.47 | 0.17 | 0.32 | 0.34 | NA | NA | 0.33 | 0.00 | 0.75 | 1.64 | -1.21 | 0.45 | 0.38 | 2.89 | -0.49 | 3.18 | 0.83 | -0.19 | 1.37 | 2.49 | 1.60 | 0.14 | 1.05 | 1.56 | -1.45 | -0.31 | 1.27 | 0.17 | 0.98 | 1.65 | -0.68 | -0.27 | 0.40 | -0.40 | 0.61 | 1.64 | 1.63 | 3.04 | -0.92 | 0.51 | -0.02 |
| Standard Deviation(%) | NA | 5.81 | 10.74 | 11.64 | 11.50 | NA | NA | 11.17 | NA | 7.29 | 9.05 | 16.26 | 11.99 | 21.24 | 7.56 | 10.36 | 4.28 | 8.32 | 9.72 | 7.01 | 6.78 | 7.23 | 13.14 | 9.87 | 15.83 | 28.53 | 9.51 | 6.40 | 6.42 | 6.67 | 9.57 | 14.65 | 9.84 | 10.96 | 9.76 | 10.58 | 10.06 | 7.24 | 6.60 | 6.98 | 6.67 | 7.39 |
| Draw Down(%) | NA | 5.35 | 13.22 | 27.14 | 27.14 | NA | NA | 51.20 | 0.00 | 5.35 | 7.33 | 21.06 | 10.23 | 23.03 | 3.79 | 12.16 | 1.44 | 7.41 | 9.19 | 4.94 | 4.17 | 5.89 | 12.38 | 8.57 | 15.72 | 48.27 | 7.56 | 4.50 | 4.46 | 5.75 | 8.90 | 20.35 | 11.90 | 8.34 | 11.39 | 11.79 | 6.47 | 3.84 | 3.88 | 7.80 | 6.11 | 5.52 |
| Yield(%) | 0.00 | 0.22 | 0.27 | 0.23 | 1.80 | 2.10 | 2.58 | 4.33 | 0.00 | 0.35 | 0.42 | 0.06 | 0.00 | 0.36 | 6.70 | 7.33 | 0.43 | 0.51 | 0.36 | 0.61 | 0.71 | 0.84 | 0.87 | 1.23 | 3.30 | 3.65 | 11.03 | 10.47 | 4.05 | 1.09 | 1.58 | 2.80 | 2.34 | 2.80 | 9.45 | 9.32 | 10.34 | 9.39 | 3.69 | 3.44 | 3.96 | 3.45 |
Data as of 04/21/2025, AR inception is 05/08/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEBX (GEORGE PUTNAM FUND OF BOSTON CLASS B SHARES) |
-15.83%
Feb 2006 - Feb 2009 |
-8.04%
Feb 2004 - Feb 2009 |
-2.49%
Feb 1999 - Feb 2009 |
2.30%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEBX (GEORGE PUTNAM FUND OF BOSTON CLASS B SHARES) |
19.91%
Mar 1995 - Mar 1998 |
15.01%
Feb 2009 - Feb 2014 |
10.50%
Feb 2009 - Feb 2019 |
8.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart