Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGFFX (Putnam Global Financials Fund A Shs) | NA | -6.49% | 11.20% | 1.64% | 6.30% | NA | NA | 7.74% |
Data as of 06/26/2019, AR inception is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGFFX (Putnam Global Financials Fund A Shs) | 12/29/2008 | 06/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.49 | 11.20 | 1.64 | 6.30 | NA | NA | 7.74 | 11.01 | -19.13 | 20.57 | 4.44 | -1.84 | -1.80 | 29.76 | 30.98 | -20.36 | 2.26 | 33.46 | 4.69 |
| Sharpe Ratio | NA | -0.52 | 0.61 | 0.07 | 0.29 | NA | NA | 0.30 | 1.66 | -1.27 | 2.19 | 0.20 | -0.12 | -0.13 | 1.91 | 1.62 | -0.60 | 0.08 | 0.77 | 2,778.61 |
| Standard Deviation(%) | NA | 15.58 | 13.65 | 15.51 | 20.29 | NA | NA | 23.19 | 13.54 | 16.09 | 9.14 | 21.16 | 15.35 | 13.61 | 15.55 | 19.27 | 34.07 | 26.42 | 43.14 | 11.55 |
| Draw Down(%) | NA | 23.05 | 28.35 | 28.35 | 35.79 | NA | NA | 41.95 | 7.81 | 28.35 | 3.65 | 20.04 | 13.27 | 11.61 | 9.74 | 19.77 | 35.79 | 22.72 | 41.95 | 0.00 |
| Yield(%) | 0.00 | 3.07 | 2.90 | 5.97 | 6.50 | 4.96 | 3.72 | 7.44 | 1.99 | 1.37 | 1.74 | 1.77 | 3.40 | 22.49 | 4.58 | 0.76 | 1.78 | 8.50 | 6.32 | 0.08 |
Data as of 06/26/2019, AR inception is 12/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGFFX (Putnam Global Financials Fund A Shs) |
-2.78%
Aug 2009 - Aug 2012 |
-0.37%
Dec 2013 - Dec 2018 |
5.83%
May 2009 - May 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGFFX (Putnam Global Financials Fund A Shs) |
22.23%
Feb 2009 - Feb 2012 |
21.52%
Feb 2009 - Feb 2014 |
11.14%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart