Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGFDX (Putnam Global Financials Fund C Shs) | NA | -7.18% | 10.34% | 0.89% | 5.50% | NA | NA | … | … |
Data as of 06/26/2019, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGFDX (Putnam Global Financials Fund C Shs) | 12/29/2008 | 06/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.18 | 10.34 | 0.89 | 5.50 | NA | NA | … | … | 10.65 | -19.73 | 19.57 | 3.73 | -2.60 | -2.54 | 28.78 | 29.94 | -20.85 | 1.31 | 32.55 | 4.67 |
| Sharpe Ratio | NA | -0.56 | 0.55 | 0.02 | 0.25 | NA | NA | … | … | 1.59 | -1.30 | 2.06 | 0.17 | -0.17 | -0.19 | 1.85 | 1.56 | -0.61 | 0.05 | 0.75 | 2,763.04 |
| Standard Deviation(%) | NA | 15.57 | 13.67 | 15.52 | 20.30 | NA | NA | … | … | 13.59 | 16.16 | 9.22 | 21.07 | 15.31 | 13.71 | 15.57 | 19.32 | 34.11 | 26.33 | 43.19 | 11.32 |
| Draw Down(%) | NA | 23.20 | 28.88 | 28.88 | 36.04 | NA | NA | … | … | 7.81 | 28.88 | 3.80 | 20.06 | 13.45 | 11.84 | 9.78 | 19.89 | 36.04 | 22.79 | 42.04 | 0.00 |
| Yield(%) | 0.00 | 2.00 | 1.86 | 5.66 | 5.95 | 4.52 | 3.39 | … | … | 1.65 | 0.60 | 1.00 | 1.23 | 3.50 | 22.68 | 3.84 | 0.00 | 1.76 | 7.85 | 5.89 | 0.06 |
Data as of 06/26/2019, 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 |
|---|---|---|---|---|
| PGFDX (Putnam Global Financials Fund C Shs) |
-3.54%
Aug 2009 – Aug 2012 |
-1.12%
Dec 2013 – Dec 2018 |
5.04%
May 2009 – May 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGFDX (Putnam Global Financials Fund C Shs) |
21.31%
Feb 2009 – Feb 2012 |
20.60%
Feb 2009 – Feb 2014 |
10.30%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart