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
PGECX (Putnam Global Energy Fund C Shs) NA -13.74% -25.71% -9.09% NA NA NA
Data as of 06/21/2017, Common starting date is 12/29/2008
More Performance Analytics Comparison
Name Start Date End Date
PGECX (Putnam Global Energy Fund C Shs) 12/29/2008 06/21/2017
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
Annualized Return (%) -1.28 -13.74 -25.71 -9.09 NA NA NA -23.79 22.09 -35.39 -19.78 14.43 0.98 -4.02 12.94 25.43 3.16
Sharpe Ratio NA -0.63 -0.98 -0.41 NA NA NA -2.05 0.79 -1.33 -1.01 1.04 0.05 -0.13 0.53 0.75 470.98
Standard Deviation(%) NA 22.45 26.16 22.43 NA NA NA 21.67 27.74 26.65 19.69 13.87 19.02 31.71 24.21 33.81 10.46
Draw Down(%) NA 27.04 65.09 65.09 NA NA NA 26.60 20.33 41.36 36.27 7.90 21.41 30.74 21.75 24.26 0.00
Yield(%) 0.00 0.00 2.65 2.43 2.70 1.80 1.35 0.00 0.00 0.00 9.51 0.06 0.02 3.36 4.32 2.75 0.01
Data as of 06/21/2017, Common starting date is 12/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGECX (Putnam Global Energy Fund C Shs) -22.50%
May 2014 – May 2017
-14.56%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGECX (Putnam Global Energy Fund C Shs) 19.40%
Feb 2009 – Feb 2012
12.63%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return