Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGIHX (Putnam Global Industrials Fund M Shs) | NA | 16.45% | 10.07% | 8.99% | 12.20% | NA | NA | 14.95% |
Data as of 11/25/2019, AR inception is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGIHX (Putnam Global Industrials Fund M Shs) | 12/29/2008 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 16.45 | 10.07 | 8.99 | 12.20 | NA | NA | 14.95 | 24.66 | -14.38 | 27.11 | 14.34 | 1.14 | 0.10 | 39.75 | 26.34 | -15.02 | 32.14 | 24.01 | 4.36 |
| Sharpe Ratio | NA | 1.02 | 0.64 | 0.60 | 0.67 | NA | NA | 0.69 | 1.85 | -0.85 | 3.24 | 1.13 | 0.08 | 0.01 | 3.11 | 1.52 | -0.46 | 1.41 | 0.80 | 1,111.52 |
| Standard Deviation(%) | NA | 15.90 | 14.05 | 13.87 | 17.76 | NA | NA | 19.22 | 14.10 | 18.39 | 8.21 | 12.53 | 14.26 | 12.51 | 12.76 | 17.42 | 32.44 | 22.68 | 29.80 | 19.40 |
| Draw Down(%) | NA | 15.70 | 25.37 | 25.37 | 33.84 | NA | NA | 33.84 | 6.89 | 25.37 | 2.82 | 8.56 | 13.44 | 13.62 | 8.21 | 12.61 | 33.84 | 16.82 | 31.74 | 0.00 |
| Yield(%) | 0.00 | 7.63 | 5.13 | 6.58 | 8.43 | 7.17 | 5.38 | 10.75 | 0.22 | 6.79 | 4.60 | 3.28 | 3.88 | 15.73 | 10.09 | 0.00 | 4.69 | 10.44 | 4.46 | 0.21 |
Data as of 11/25/2019, AR inception is 12/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIHX (Putnam Global Industrials Fund M Shs) |
5.00%
Dec 2013 - Dec 2016 |
4.73%
Dec 2013 - Dec 2018 |
12.13%
Sep 2009 - Sep 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIHX (Putnam Global Industrials Fund M Shs) |
27.59%
Feb 2009 - Feb 2012 |
26.97%
Feb 2009 - Feb 2014 |
16.87%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart