Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGEDX (Putnam Global Energy Fund B Shs) | NA | -13.62% | -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 |
|---|---|---|
| PGEDX (Putnam Global Energy Fund B 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 (%) | -1.13 | -13.62 | -25.71 | -9.09 | NA | NA | NA | … | … | -23.79 | 22.09 | -35.39 | -19.78 | 14.46 | 0.96 | -4.05 | 13.07 | 25.42 | 3.16 |
| Sharpe Ratio | NA | -0.62 | -0.98 | -0.41 | NA | NA | NA | … | … | -2.06 | 0.78 | -1.34 | -1.00 | 1.04 | 0.05 | -0.13 | 0.53 | 0.75 | 470.98 |
| Standard Deviation(%) | NA | 22.49 | 26.16 | 22.43 | NA | NA | NA | … | … | 21.58 | 27.91 | 26.48 | 19.73 | 13.88 | 19.08 | 31.75 | 24.28 | 33.85 | 10.46 |
| Draw Down(%) | NA | 27.16 | 65.15 | 65.15 | NA | NA | NA | … | … | 26.63 | 20.48 | 41.40 | 36.33 | 7.98 | 21.36 | 30.70 | 21.64 | 24.35 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 2.65 | 2.41 | 2.71 | 1.81 | 1.36 | … | … | 0.00 | 0.00 | 0.00 | 9.51 | 0.00 | 0.00 | 3.39 | 4.36 | 2.83 | 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 |
|---|---|---|---|---|
| PGEDX (Putnam Global Energy Fund B Shs) |
-22.54%
May 2014 – May 2017 |
-14.57%
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 |
|---|---|---|---|---|
| PGEDX (Putnam Global Energy Fund B Shs) |
19.43%
Feb 2009 – Feb 2012 |
12.65%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart