Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGIEX (Putnam Global Industrials Fund C Shs) | 6.99% | 24.67% | 21.74% | 9.86% | 11.68% | 10.97% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGIEX (Putnam Global Industrials Fund C Shs) | 12/29/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.90 | 24.67 | 21.74 | 9.86 | 11.68 | 10.97 | NA | … | … | 6.99 | 18.39 | 28.16 | 23.43 | -18.87 | 10.15 | 15.67 | 28.71 | -14.71 | 26.78 | 14.04 | 0.85 | -0.15 | 39.42 | 26.03 | -15.28 | 31.66 | 23.87 | 4.26 |
| Sharpe Ratio | NA | 1.67 | 1.19 | 0.42 | 0.55 | NA | NA | … | … | 0.95 | 0.81 | 1.85 | 1.47 | -0.85 | 0.66 | 0.47 | 1.99 | -0.88 | 3.18 | 1.11 | 0.06 | -0.01 | 3.09 | 1.51 | -0.47 | 1.39 | 0.80 | 930.57 |
| Standard Deviation(%) | NA | 13.18 | 15.58 | 17.60 | 18.43 | NA | NA | … | … | 15.32 | 19.30 | 13.26 | 13.55 | 23.99 | 15.26 | 32.94 | 13.67 | 18.39 | 8.25 | 12.49 | 14.23 | 12.50 | 12.74 | 17.37 | 32.37 | 22.64 | 29.74 | 20.49 |
| Draw Down(%) | NA | 10.05 | 20.01 | 28.72 | 36.29 | NA | NA | … | … | 10.05 | 20.01 | 9.40 | 8.82 | 21.05 | 13.84 | 36.29 | 6.97 | 25.71 | 2.91 | 8.57 | 13.54 | 13.72 | 8.24 | 12.64 | 33.86 | 16.82 | 31.83 | 0.00 |
| Yield(%) | 0.00 | 9.39 | 9.39 | 5.14 | 6.02 | 7.06 | 9.12 | … | … | 0.00 | 9.56 | 13.76 | 1.20 | 1.03 | 0.00 | 0.00 | 3.05 | 7.00 | 4.73 | 3.56 | 3.96 | 15.94 | 10.19 | 0.00 | 4.51 | 10.48 | 4.48 | 0.21 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PGIEX (Putnam Global Industrials Fund C Shs) |
0.64%
Mar 2017 – Mar 2020 |
2.43%
Jan 2018 – Jan 2023 |
6.88%
Oct 2013 – Oct 2023 |
9.83%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIEX (Putnam Global Industrials Fund C Shs) |
27.22%
Feb 2009 – Feb 2012 |
26.61%
Feb 2009 – Feb 2014 |
16.54%
Feb 2009 – Feb 2019 |
13.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart