Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGENX (Putnam Global Energy Fund M Shs) | NA | -13.61% | -25.56% | -8.89% | 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 |
|---|---|---|
| PGENX (Putnam Global Energy Fund M 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 (%) | -1.27 | -13.61 | -25.56 | -8.89 | NA | NA | NA | … | … | -23.81 | 22.34 | -35.23 | -19.54 | 14.68 | 1.20 | -3.77 | 13.18 | 25.70 | 3.17 |
| Sharpe Ratio | NA | -0.62 | -0.98 | -0.40 | NA | NA | NA | … | … | -2.06 | 0.79 | -1.33 | -0.99 | 1.06 | 0.06 | -0.12 | 0.54 | 0.76 | 472.03 |
| Standard Deviation(%) | NA | 22.55 | 26.19 | 22.45 | NA | NA | NA | … | … | 21.60 | 27.94 | 26.55 | 19.70 | 13.87 | 19.09 | 31.69 | 24.24 | 33.79 | 10.57 |
| Draw Down(%) | NA | 27.02 | 65.02 | 65.02 | NA | NA | NA | … | … | 26.58 | 20.47 | 41.23 | 36.26 | 7.93 | 21.34 | 30.65 | 21.74 | 24.26 | 0.00 |
| Yield(%) | 0.00 | 0.26 | 2.67 | 2.43 | 2.76 | 1.84 | 1.38 | … | … | 0.00 | 0.28 | 0.00 | 9.43 | 0.00 | 0.00 | 3.58 | 4.33 | 2.91 | 0.02 |
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 |
|---|---|---|---|---|
| PGENX (Putnam Global Energy Fund M Shs) |
-22.33%
May 2014 – May 2017 |
-14.35%
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 |
|---|---|---|---|---|
| PGENX (Putnam Global Energy Fund M Shs) |
19.66%
Feb 2009 – Feb 2012 |
12.90%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart