Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGLRX (PUTNAM GLOBAL EQUITY FUND CLASS R SHARES) | 13.54% | 30.83% | 19.38% | 2.42% | 6.89% | 6.74% | 5.25% | … | … |
Data as of 06/04/2026, Common starting date is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGLRX (PUTNAM GLOBAL EQUITY FUND CLASS R SHARES) | 08/04/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | 30.83 | 19.38 | 2.42 | 6.89 | 6.74 | 5.25 | … | … | 13.54 | 26.65 | -0.28 | 18.77 | -18.42 | -18.76 | 9.74 | 26.39 | -12.84 | 27.83 | 0.71 | -2.14 | 1.18 | 31.37 | 19.57 | -5.09 | 9.64 | 29.28 | -45.47 | 8.46 | 22.90 | 8.51 | 13.25 | 16.14 |
| Sharpe Ratio | NA | 1.81 | 1.13 | -0.01 | 0.27 | NA | NA | … | … | 1.56 | 1.49 | -0.56 | 1.18 | -0.87 | -0.59 | 0.30 | 2.19 | -0.90 | 3.89 | 0.03 | -0.15 | 0.09 | 2.34 | 1.27 | -0.19 | 0.47 | 1.09 | -1.10 | 0.30 | 1.56 | 0.64 | 1.08 | 4.38 |
| Standard Deviation(%) | NA | 15.05 | 13.95 | 20.50 | 19.37 | NA | NA | … | … | 18.76 | 16.23 | 12.21 | 12.41 | 22.75 | 31.71 | 32.04 | 11.41 | 15.80 | 7.02 | 15.05 | 14.91 | 12.82 | 13.37 | 15.55 | 26.55 | 20.51 | 26.68 | 42.11 | 18.59 | 12.66 | 9.84 | 11.43 | 9.84 |
| Draw Down(%) | NA | 11.79 | 11.79 | 51.02 | 51.02 | NA | NA | … | … | 11.79 | 11.10 | 11.46 | 11.41 | 32.38 | 29.74 | 35.75 | 6.02 | 22.95 | 2.01 | 13.47 | 14.97 | 12.21 | 8.37 | 14.66 | 25.84 | 18.66 | 27.31 | 56.51 | 13.27 | 13.71 | 7.51 | 9.25 | 3.54 |
| Yield(%) | 0.00 | 7.40 | 4.63 | 2.08 | 1.91 | 1.90 | 1.78 | … | … | 0.00 | 8.71 | 3.58 | 1.01 | 1.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 1.22 | 0.00 | 0.39 | 0.30 | 0.57 | 2.15 | 1.19 | 3.09 | 0.00 | 2.86 | 1.80 | 0.80 | 0.37 | 2.18 |
Data as of 06/04/2026, Common starting date is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGLRX (PUTNAM GLOBAL EQUITY FUND CLASS R SHARES) |
-17.60%
Feb 2006 – Feb 2009 |
-7.10%
Feb 2004 – Feb 2009 |
1.00%
Oct 2013 – Oct 2023 |
-0.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGLRX (PUTNAM GLOBAL EQUITY FUND CLASS R SHARES) |
23.41%
Feb 2009 – Feb 2012 |
21.92%
Feb 2009 – Feb 2014 |
12.53%
Feb 2009 – Feb 2019 |
8.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart