Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/23/2017.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PGIBX (PUTNAM FUND FOR GROWTH & INCOME CLASS B SHARES) | NA | 19.38% | 4.98% | 12.99% | 3.10% | 4.63% | 4.69% | 6.57% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PGIBX (PUTNAM FUND FOR GROWTH & INCOME CLASS B SHARES) | 06/04/1992 | 05/23/2017 |
The return data shown below all have the same latest date: 05/23/2017.
AR inception is since 06/04/1992.
AR inception is since 06/04/1992.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 19.38 | 4.98 | 12.99 | 3.10 | 4.63 | 4.69 | 6.57 | 4.77 | 14.01 | -8.31 | 9.75 | 34.28 | 18.07 | -5.56 | 13.44 | 28.35 | -39.31 | -7.43 | 15.06 | 4.30 | 10.20 | 26.21 | -19.77 | -7.01 | 7.20 | 0.38 | 14.44 | 23.40 | 20.75 | 29.71 | -4.33 | 9.09 | 1.02 |
Sharpe Ratio | NA | 1.75 | 0.35 | 0.95 | 0.12 | NA | NA | 0.26 | 1.56 | 0.91 | -0.53 | 0.83 | 2.88 | 1.25 | -0.21 | 0.70 | 0.94 | -0.97 | -0.60 | 1.15 | 0.20 | 0.86 | 1.56 | -0.83 | -0.56 | 0.17 | -0.18 | 0.61 | 1.26 | 1.74 | 3.28 | -0.81 | 0.97 | -0.06 |
Standard Deviation(%) | NA | 10.92 | 13.88 | 13.53 | 22.17 | NA | NA | 17.83 | 7.84 | 15.16 | 15.62 | 11.66 | 11.90 | 14.59 | 26.22 | 19.02 | 30.16 | 41.28 | 17.47 | 10.28 | 10.51 | 10.82 | 16.35 | 25.16 | 16.89 | 17.80 | 15.66 | 18.30 | 15.65 | 9.82 | 7.89 | 9.01 | 7.18 | 6.84 |
Draw Down(%) | NA | 7.25 | 22.52 | 22.52 | 62.84 | NA | NA | 62.84 | 3.90 | 12.97 | 15.97 | 8.78 | 5.34 | 13.15 | 25.12 | 17.64 | 29.76 | 50.20 | 18.11 | 8.24 | 7.53 | 7.30 | 15.44 | 34.47 | 21.59 | 14.09 | 16.21 | 18.51 | 10.24 | 6.88 | 5.41 | 10.18 | 5.40 | 3.70 |
Yield(%) | 0.00 | 3.35 | 1.57 | 1.79 | 2.09 | 3.02 | 3.84 | 5.83 | 2.05 | 1.13 | 0.69 | 0.77 | 0.57 | 0.93 | 0.65 | 0.41 | 0.59 | 0.96 | 15.09 | 13.35 | 2.70 | 0.55 | 0.97 | 0.47 | 2.31 | 2.87 | 9.28 | 9.36 | 15.19 | 9.46 | 2.33 | 2.28 | 3.44 | 2.80 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PGIBX (PUTNAM FUND FOR GROWTH & INCOME CLASS B SHARES) |
-20.60%
Feb 2006 - Feb 2009 |
-10.64%
Feb 2004 - Feb 2009 |
-4.96%
Feb 1999 - Feb 2009 |
1.56%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PGIBX (PUTNAM FUND FOR GROWTH & INCOME CLASS B SHARES) |
25.09%
Mar 1995 - Mar 1998 |
22.74%
Feb 2009 - Feb 2014 |
9.46%
Dec 1994 - Dec 2004 |
7.93%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart