Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGIVX (Putnam Global Industrials Fund B Shs) | NA | 26.25% | 8.54% | 13.01% | 11.60% | 11.87% | NA | … | … |
Data as of 10/14/2024, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGIVX (Putnam Global Industrials Fund B Shs) | 12/29/2008 | 10/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.25 | 8.54 | 13.01 | 11.60 | 11.87 | NA | … | … | 17.91 | 23.47 | -15.09 | 20.57 | 15.70 | 28.70 | -14.73 | 26.82 | 13.99 | 0.86 | -0.10 | 39.40 | 26.08 | -15.32 | 31.74 | 23.82 | 4.26 |
| Sharpe Ratio | NA | 1.66 | 0.28 | 0.54 | 0.59 | NA | NA | … | … | 1.28 | 1.44 | -0.71 | 1.56 | 0.50 | 1.99 | -0.87 | 3.19 | 1.10 | 0.06 | -0.01 | 3.10 | 1.50 | -0.48 | 1.39 | 0.80 | 930.57 |
| Standard Deviation(%) | NA | 12.57 | 17.21 | 19.84 | 17.16 | NA | NA | … | … | 12.51 | 13.50 | 23.26 | 13.15 | 30.58 | 13.69 | 18.42 | 8.24 | 12.52 | 14.24 | 12.51 | 12.71 | 17.45 | 32.30 | 22.71 | 29.77 | 20.49 |
| Draw Down(%) | NA | 9.41 | 21.98 | 36.26 | 36.26 | NA | NA | … | … | 9.41 | 8.83 | 21.02 | 5.69 | 36.26 | 6.93 | 25.69 | 2.91 | 8.58 | 13.51 | 13.69 | 8.25 | 12.65 | 33.88 | 16.83 | 31.83 | 0.00 |
| Yield(%) | 0.00 | 1.04 | 4.74 | 4.49 | 6.24 | 7.86 | 7.64 | … | … | 0.00 | 1.21 | 4.86 | 10.32 | 0.00 | 3.04 | 7.01 | 4.74 | 3.48 | 3.96 | 16.02 | 10.20 | 0.00 | 4.71 | 10.31 | 4.53 | 0.21 |
Data as of 10/14/2024, 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 |
|---|---|---|---|---|
| PGIVX (Putnam Global Industrials Fund B Shs) |
0.66%
Mar 2017 – Mar 2020 |
3.60%
Mar 2015 – Mar 2020 |
8.31%
Mar 2010 – Mar 2020 |
12.18%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIVX (Putnam Global Industrials Fund B Shs) |
27.23%
Feb 2009 – Feb 2012 |
26.61%
Feb 2009 – Feb 2014 |
16.54%
Feb 2009 – Feb 2019 |
14.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart