Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGFYX (Putnam Global Financials Fund Y Shs) | NA | -6.29% | 11.47% | 1.88% | 6.53% | NA | NA | … | … |
Data as of 06/26/2019, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGFYX (Putnam Global Financials Fund Y 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 | -6.29 | 11.47 | 1.88 | 6.53 | NA | NA | … | … | 11.10 | -18.88 | 20.77 | 4.72 | -1.58 | -1.51 | 29.99 | 31.33 | -20.11 | 2.20 | 33.88 | 4.70 |
| Sharpe Ratio | NA | -0.50 | 0.63 | 0.08 | 0.31 | NA | NA | … | … | 1.66 | -1.26 | 2.20 | 0.21 | -0.10 | -0.11 | 1.93 | 1.63 | -0.59 | 0.08 | 0.78 | 2,786.83 |
| Standard Deviation(%) | NA | 15.63 | 13.67 | 15.52 | 20.30 | NA | NA | … | … | 13.62 | 16.09 | 9.19 | 21.11 | 15.39 | 13.68 | 15.55 | 19.32 | 34.09 | 26.38 | 43.21 | 11.66 |
| Draw Down(%) | NA | 22.96 | 28.18 | 28.18 | 35.66 | NA | NA | … | … | 7.77 | 28.18 | 3.71 | 20.04 | 13.22 | 11.52 | 9.72 | 19.67 | 35.66 | 22.80 | 41.95 | 0.00 |
| Yield(%) | 0.00 | 3.47 | 3.26 | 6.14 | 6.72 | 5.14 | 3.86 | … | … | 2.12 | 1.65 | 1.94 | 1.98 | 3.39 | 22.74 | 4.85 | 1.03 | 2.00 | 8.51 | 6.53 | 0.09 |
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 |
|---|---|---|---|---|
| PGFYX (Putnam Global Financials Fund Y Shs) |
-2.62%
Aug 2009 – Aug 2012 |
-0.11%
Dec 2013 – Dec 2018 |
6.08%
May 2009 – May 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGFYX (Putnam Global Financials Fund Y Shs) |
22.40%
Feb 2009 – Feb 2012 |
21.75%
Feb 2009 – Feb 2014 |
11.38%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart