Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGLEX (Putnam Global Equity Fd Cl R6) | 13.79% | 31.53% | 20.10% | 9.55% | 10.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGLEX (Putnam Global Equity Fd Cl R6) | 07/03/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 31.53 | 20.10 | 9.55 | 10.90 | NA | NA | … | … | 13.79 | 27.46 | 3.85 | 19.60 | -17.91 | 10.88 | 10.49 | 27.16 | -12.27 | 28.64 | 1.39 | -1.51 | 1.82 | 32.43 | 11.21 |
| Sharpe Ratio | NA | 1.87 | 1.18 | 0.44 | 0.54 | NA | NA | … | … | 1.60 | 1.55 | 0.02 | 1.29 | -0.85 | 0.82 | 0.32 | 2.24 | -0.87 | 3.97 | 0.08 | -0.10 | 0.14 | 2.43 | 1.75 |
| Standard Deviation(%) | NA | 15.04 | 13.94 | 15.91 | 17.08 | NA | NA | … | … | 18.74 | 16.22 | 11.88 | 12.44 | 22.74 | 13.17 | 32.00 | 11.46 | 15.84 | 7.09 | 15.02 | 14.91 | 12.80 | 13.36 | 13.85 |
| Draw Down(%) | NA | 11.77 | 11.77 | 33.15 | 35.73 | NA | NA | … | … | 11.77 | 11.03 | 9.39 | 11.23 | 32.06 | 7.79 | 35.73 | 6.01 | 22.48 | 1.92 | 13.41 | 14.78 | 12.02 | 8.34 | 6.97 |
| Yield(%) | 0.00 | 7.40 | 4.92 | 7.21 | 6.65 | 6.68 | 5.01 | … | … | 0.00 | 8.73 | 3.95 | 1.53 | 2.44 | 27.63 | 0.92 | 0.45 | 0.00 | 0.89 | 1.97 | 0.93 | 1.00 | 1.06 | 1.00 |
Data as of 06/04/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGLEX (Putnam Global Equity Fd Cl R6) |
-2.66%
Sep 2019 – Sep 2022 |
0.15%
Sep 2017 – Sep 2022 |
4.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGLEX (Putnam Global Equity Fd Cl R6) |
23.49%
Sep 2022 – Sep 2025 |
12.84%
Jun 2016 – Jun 2021 |
11.49%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart