Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGFMX (Putnam Global Financials Fund M Shs) | NA | -6.91% | 10.62% | 1.18% | 5.76% | NA | NA | … | … |
Data as of 06/26/2019, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGFMX (Putnam Global Financials Fund M 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 | -6.91 | 10.62 | 1.18 | 5.76 | NA | NA | … | … | 10.74 | -19.52 | 19.88 | 4.04 | -2.32 | -2.09 | 29.04 | 30.39 | -20.74 | 1.43 | 32.81 | 4.68 |
| Sharpe Ratio | NA | -0.54 | 0.57 | 0.04 | 0.27 | NA | NA | … | … | 1.60 | -1.29 | 2.11 | 0.18 | -0.15 | -0.15 | 1.87 | 1.59 | -0.61 | 0.05 | 0.76 | 2,770.69 |
| Standard Deviation(%) | NA | 15.61 | 13.65 | 15.48 | 20.29 | NA | NA | … | … | 13.64 | 16.11 | 9.16 | 21.01 | 15.32 | 13.64 | 15.55 | 19.29 | 34.13 | 26.36 | 43.23 | 11.44 |
| Draw Down(%) | NA | 23.12 | 28.69 | 28.69 | 35.92 | NA | NA | … | … | 7.81 | 28.69 | 3.77 | 19.98 | 13.37 | 11.71 | 9.79 | 19.77 | 35.92 | 22.95 | 42.04 | 0.00 |
| Yield(%) | 0.00 | 1.46 | 1.70 | 5.52 | 5.87 | 4.47 | 3.36 | … | … | 1.74 | 0.00 | 1.12 | 1.34 | 3.42 | 22.33 | 3.76 | 0.10 | 1.58 | 7.78 | 5.68 | 0.07 |
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 |
|---|---|---|---|---|
| PGFMX (Putnam Global Financials Fund M Shs) |
-3.35%
Aug 2009 – Aug 2012 |
-0.81%
Dec 2013 – Dec 2018 |
5.30%
May 2009 – May 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGFMX (Putnam Global Financials Fund M Shs) |
21.49%
Feb 2009 – Feb 2012 |
20.83%
Feb 2009 – Feb 2014 |
10.57%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart