Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGEMX (GEORGE PUTNAM FUND OF BOSTON CLASS M SHARES) | 6.52% | 17.79% | 15.07% | 6.23% | 8.49% | 8.16% | 5.78% | … | … |
Data as of 06/12/2026, Common starting date is 02/17/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGEMX (GEORGE PUTNAM FUND OF BOSTON CLASS M SHARES) | 02/17/1995 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 17.79 | 15.07 | 6.23 | 8.49 | 8.16 | 5.78 | … | … | 6.52 | 13.50 | 16.11 | 19.29 | -18.03 | 5.61 | 8.63 | 23.58 | -3.51 | 14.44 | 7.31 | -1.55 | 9.95 | 17.18 | 11.78 | 2.13 | 10.62 | 25.28 | -40.53 | 0.33 | 11.62 | 3.56 | 7.74 | 16.90 | -8.95 | 0.03 | 8.81 | -0.44 | 10.07 | 20.45 | 15.63 | 18.93 |
| Sharpe Ratio | NA | 1.95 | 1.21 | 0.32 | 0.56 | NA | NA | … | … | 1.24 | 0.90 | 1.44 | 1.75 | -1.20 | 0.46 | 0.39 | 2.91 | -0.47 | 3.24 | 0.85 | -0.16 | 1.41 | 2.54 | 1.63 | 0.16 | 1.06 | 1.59 | -1.45 | -0.30 | 1.29 | 0.20 | 1.01 | 1.68 | -0.69 | -0.25 | 0.42 | -0.39 | 0.62 | 1.65 | 1.64 | 2.71 |
| Standard Deviation(%) | NA | 8.38 | 9.96 | 11.90 | 11.89 | NA | NA | … | … | 9.84 | 11.79 | 8.69 | 9.02 | 16.27 | 12.08 | 21.29 | 7.61 | 10.36 | 4.27 | 8.33 | 9.69 | 7.06 | 6.76 | 7.25 | 13.17 | 9.93 | 15.86 | 28.56 | 9.45 | 6.41 | 6.45 | 6.69 | 9.61 | 14.70 | 9.83 | 10.94 | 9.71 | 10.57 | 10.12 | 7.25 | 6.73 |
| Draw Down(%) | NA | 5.77 | 12.77 | 27.02 | 27.02 | NA | NA | … | … | 5.77 | 12.43 | 5.34 | 7.27 | 20.93 | 10.24 | 23.04 | 3.78 | 12.04 | 1.44 | 7.42 | 9.09 | 5.01 | 4.11 | 5.91 | 12.18 | 8.70 | 15.66 | 48.12 | 7.41 | 4.48 | 4.46 | 5.69 | 8.84 | 20.42 | 11.85 | 8.27 | 11.28 | 11.74 | 6.53 | 3.78 | 3.82 |
| Yield(%) | 0.00 | 7.78 | 5.15 | 2.85 | 3.89 | 3.91 | 3.42 | … | … | 0.00 | 8.22 | 4.79 | 0.80 | 0.29 | 0.12 | 0.65 | 6.97 | 7.63 | 0.74 | 0.78 | 0.62 | 0.88 | 0.99 | 1.13 | 1.17 | 1.32 | 3.62 | 3.92 | 11.35 | 10.76 | 4.33 | 1.36 | 1.84 | 2.81 | 2.59 | 3.07 | 9.70 | 9.54 | 10.64 | 9.70 | 4.01 |
Data as of 06/12/2026, Common starting date is 02/17/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEMX (GEORGE PUTNAM FUND OF BOSTON CLASS M SHARES) |
-15.56%
Feb 2006 – Feb 2009 |
-7.77%
Feb 2004 – Feb 2009 |
-2.24%
Feb 1999 – Feb 2009 |
2.60%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEMX (GEORGE PUTNAM FUND OF BOSTON CLASS M SHARES) |
20.17%
Mar 1995 – Mar 1998 |
15.26%
Feb 2009 – Feb 2014 |
10.76%
Feb 2009 – Feb 2019 |
9.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart