Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGPRX (GEORGE PUTNAM FUND OF BOSTON CLASS R SHARES) | 8.13% | 21.06% | 16.27% | 7.00% | 8.82% | 8.51% | 6.05% | … | … |
Data as of 06/04/2026, Common starting date is 02/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGPRX (GEORGE PUTNAM FUND OF BOSTON CLASS R SHARES) | 02/19/2003 | 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 (%) | 0.49 | 21.06 | 16.27 | 7.00 | 8.82 | 8.51 | 6.05 | … | … | 8.13 | 13.75 | 16.45 | 19.62 | -17.83 | 5.92 | 8.98 | 23.83 | -3.27 | 14.73 | 7.66 | -1.36 | 10.17 | 17.44 | 12.11 | 2.45 | 11.17 | 25.59 | -40.36 | 0.58 | 10.26 | -0.83 | 6.18 | 19.27 |
| Sharpe Ratio | NA | 2.38 | 1.35 | 0.38 | 0.61 | NA | NA | … | … | 1.88 | 0.92 | 1.47 | 1.78 | -1.19 | 0.49 | 0.41 | 2.95 | -0.45 | 3.32 | 0.89 | -0.14 | 1.44 | 2.57 | 1.69 | 0.18 | 1.12 | 1.61 | -1.45 | -0.27 | 1.07 | -0.44 | 0.77 | 2.44 |
| Standard Deviation(%) | NA | 8.12 | 9.93 | 11.86 | 11.86 | NA | NA | … | … | 9.55 | 11.81 | 8.71 | 9.05 | 16.29 | 11.93 | 21.25 | 7.59 | 10.36 | 4.25 | 8.33 | 9.66 | 7.05 | 6.76 | 7.18 | 13.14 | 9.89 | 15.83 | 28.47 | 9.48 | 6.43 | 6.98 | 6.75 | 8.92 |
| Draw Down(%) | NA | 5.76 | 12.68 | 26.81 | 26.81 | NA | NA | … | … | 5.76 | 12.38 | 5.34 | 7.25 | 20.77 | 10.13 | 23.01 | 3.73 | 12.04 | 1.43 | 7.41 | 9.00 | 4.96 | 4.14 | 5.86 | 12.18 | 8.41 | 15.69 | 47.94 | 7.28 | 4.91 | 4.37 | 5.64 | 4.33 |
| Yield(%) | 0.00 | 8.00 | 5.38 | 3.06 | 4.12 | 4.24 | 3.58 | … | … | 0.00 | 8.42 | 4.97 | 1.04 | 0.47 | 0.38 | 0.89 | 7.25 | 7.81 | 0.99 | 1.06 | 0.80 | 1.13 | 1.24 | 1.38 | 1.41 | 1.82 | 3.85 | 4.15 | 11.52 | 9.49 | 0.00 | 0.00 | 1.17 |
Data as of 06/04/2026, Common starting date is 02/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGPRX (GEORGE PUTNAM FUND OF BOSTON CLASS R SHARES) |
-15.62%
Feb 2006 – Feb 2009 |
-8.87%
Feb 2004 – Feb 2009 |
2.47%
Jan 2004 – Jan 2014 |
3.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGPRX (GEORGE PUTNAM FUND OF BOSTON CLASS R SHARES) |
17.83%
Feb 2009 – Feb 2012 |
15.62%
Feb 2009 – Feb 2014 |
11.07%
Feb 2009 – Feb 2019 |
9.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart