Performance Comparison
Comparison Box

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.
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