Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGFRX (Putnam Global Financials Fund R Shs) | NA | -6.74% | 10.88% | 1.38% | 6.00% | NA | NA | … | … |
Data as of 06/26/2019, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGFRX (Putnam Global Financials Fund R 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 | -6.74 | 10.88 | 1.38 | 6.00 | NA | NA | … | … | 10.86 | -19.34 | 20.23 | 4.22 | -2.11 | -2.05 | 29.40 | 30.62 | -20.51 | 1.76 | 33.14 | 4.68 |
| Sharpe Ratio | NA | -0.53 | 0.59 | 0.05 | 0.28 | NA | NA | … | … | 1.64 | -1.29 | 2.14 | 0.19 | -0.14 | -0.15 | 1.88 | 1.60 | -0.60 | 0.06 | 0.77 | 2,770.68 |
| Standard Deviation(%) | NA | 15.55 | 13.62 | 15.48 | 20.28 | NA | NA | … | … | 13.48 | 16.06 | 9.20 | 21.03 | 15.35 | 13.64 | 15.60 | 19.28 | 34.05 | 26.39 | 43.11 | 11.44 |
| Draw Down(%) | NA | 23.03 | 28.50 | 28.50 | 35.88 | NA | NA | … | … | 7.82 | 28.50 | 3.77 | 20.00 | 13.32 | 11.69 | 9.74 | 19.79 | 35.88 | 22.92 | 41.95 | 0.00 |
| Yield(%) | 0.00 | 2.68 | 2.45 | 5.81 | 6.26 | 4.77 | 3.58 | … | … | 1.84 | 1.11 | 1.36 | 1.51 | 3.43 | 22.45 | 4.36 | 0.50 | 1.64 | 8.39 | 6.00 | 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 |
|---|---|---|---|---|
| PGFRX (Putnam Global Financials Fund R Shs) |
-3.11%
Aug 2009 – Aug 2012 |
-0.63%
Dec 2013 – Dec 2018 |
5.54%
May 2009 – May 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGFRX (Putnam Global Financials Fund R Shs) |
21.81%
Feb 2009 – Feb 2012 |
21.15%
Feb 2009 – Feb 2014 |
10.83%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart