Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGEOX (GEORGE PUTNAM FUND OF BOSTON CLASS A SHARES) | 2.12% | 4.48% | 11.49% | 5.57% | 6.66% | 8.12% | 5.36% | 6.08% |
Data as of 06/20/2025, AR inception is 05/30/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGEOX (GEORGE PUTNAM FUND OF BOSTON CLASS A SHARES) | 05/30/1973 | 06/20/2025 |
| 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 4.48 | 11.49 | 5.57 | 6.66 | 8.12 | 5.36 | 6.08 | 2.12 | 13.63 | 19.93 | -17.59 | 6.25 | 9.25 | 24.12 | -3.03 | 15.02 | 7.93 | -1.10 | 10.48 | 17.77 | 12.36 | 2.72 | 11.15 | 25.77 | -40.28 | 0.78 | 12.27 | 4.05 | 8.31 | 17.39 | -9.10 | 0.51 | 9.30 | 0.09 | 10.66 | 21.11 | 16.28 | 24.92 | -2.82 | 6.25 | 4.19 | 19.57 | -5.15 | 15.89 | 9.64 | -14.14 | 17.92 | 29.88 | -18.45 | 14.97 | 16.99 | -0.68 | 10.36 | 11.45 | 4.31 | -4.80 | 24.22 | 26.16 | -26.49 | -4.26 |
| Sharpe Ratio | NA | 0.10 | 0.74 | 0.29 | 0.44 | NA | NA | 0.23 | 0.10 | 0.78 | 1.75 | -1.17 | 0.52 | 0.42 | 3.01 | -0.42 | 3.37 | 0.92 | -0.12 | 1.49 | 2.60 | 1.74 | 0.20 | 1.11 | 1.62 | -1.44 | -0.23 | 1.41 | 0.29 | 1.11 | 1.75 | -0.69 | -0.19 | 0.48 | -0.32 | 0.69 | 1.74 | 1.76 | 3.24 | -0.83 | 0.62 | 0.25 | 1.66 | -0.91 | 0.99 | 0.43 | -0.81 | 1.45 | 3.92 | -1.30 | 0.95 | 0.58 | -0.70 | 0.14 | 0.25 | -0.06 | -0.98 | 2.05 | 1.71 | -1.69 | -0.95 |
| Standard Deviation(%) | NA | 12.73 | 11.72 | 12.46 | 12.06 | NA | NA | 12.25 | 15.50 | 9.02 | 9.03 | 16.27 | 11.98 | 21.24 | 7.55 | 10.35 | 4.30 | 8.36 | 9.73 | 7.03 | 6.81 | 7.14 | 13.24 | 9.95 | 15.85 | 28.58 | 9.46 | 6.40 | 6.44 | 6.63 | 9.57 | 14.69 | 9.82 | 10.91 | 9.74 | 10.58 | 10.07 | 7.20 | 6.51 | 6.96 | 6.67 | 7.09 | 9.49 | 11.39 | 10.26 | 11.62 | 22.28 | 9.47 | 6.29 | 19.36 | 9.34 | 16.25 | 15.22 | 16.01 | 17.78 | 11.20 | 8.63 | 10.09 | 12.86 | 18.85 | 13.08 |
| Draw Down(%) | NA | 13.78 | 13.78 | 26.58 | 26.58 | NA | NA | 50.63 | 12.34 | 5.31 | 7.15 | 20.62 | 10.07 | 23.00 | 3.76 | 11.95 | 1.42 | 7.33 | 8.90 | 4.95 | 4.15 | 5.79 | 12.03 | 8.64 | 15.69 | 47.90 | 7.19 | 4.42 | 4.37 | 5.58 | 8.77 | 20.75 | 11.64 | 8.25 | 11.12 | 11.74 | 6.48 | 3.76 | 3.85 | 7.45 | 6.04 | 5.55 | 6.22 | 12.88 | 7.54 | 4.88 | 28.61 | 6.53 | 3.68 | 31.81 | 6.29 | 11.83 | 12.91 | 19.16 | 12.19 | 12.41 | 11.47 | 5.55 | 11.83 | 34.34 | 14.26 |
| Yield(%) | 0.00 | 1.65 | 1.58 | 1.19 | 2.80 | 3.55 | 3.24 | 4.84 | 0.36 | 2.13 | 1.30 | 0.73 | 0.65 | 1.13 | 7.47 | 8.02 | 1.25 | 1.27 | 1.11 | 1.38 | 1.50 | 1.64 | 1.67 | 1.81 | 4.09 | 4.33 | 11.74 | 11.18 | 4.79 | 1.84 | 2.34 | 2.55 | 3.05 | 3.55 | 10.12 | 9.98 | 11.04 | 10.05 | 4.46 | 4.12 | 4.61 | 4.95 | 5.66 | 5.00 | 6.62 | 5.91 | 5.39 | 6.12 | 8.82 | 6.57 | 7.38 | 9.24 | 7.20 | 7.11 | 5.91 | 5.26 | 4.50 | 4.73 | 5.26 | 3.68 | 2.56 |
Data as of 06/20/2025, AR inception is 05/30/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEOX (GEORGE PUTNAM FUND OF BOSTON CLASS A SHARES) |
-15.18%
Feb 2006 - Feb 2009 |
-7.34%
Feb 2004 - Feb 2009 |
-1.84%
Feb 1999 - Feb 2009 |
3.02%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEOX (GEORGE PUTNAM FUND OF BOSTON CLASS A SHARES) |
22.38%
Jul 1984 - Jul 1987 |
15.84%
Feb 2009 - Feb 2014 |
11.32%
Feb 2009 - Feb 2019 |
11.03%
May 1984 - May 1999 |
Annualized Rolling Returns Comparison Chart