Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGRIX (PUTNAM FUND FOR GROWTH & INCOME CLASS C SHARES) | NA | 19.32% | 4.97% | 12.98% | 3.09% | 4.62% | NA | … | … |
Data as of 05/23/2017, Common starting date is 09/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGRIX (PUTNAM FUND FOR GROWTH & INCOME CLASS C SHARES) | 09/03/1999 | 05/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.32 | 4.97 | 12.98 | 3.09 | 4.62 | NA | … | … | 4.75 | 14.03 | -8.33 | 9.75 | 34.33 | 17.98 | -5.54 | 13.25 | 28.42 | -39.32 | -7.39 | 15.04 | 4.32 | 10.18 | 26.27 | -19.77 | -7.03 | 7.22 | -12.07 |
| Sharpe Ratio | NA | 1.74 | 0.35 | 0.95 | 0.12 | NA | NA | … | … | 1.56 | 0.91 | -0.54 | 0.83 | 2.88 | 1.24 | -0.21 | 0.69 | 0.94 | -0.97 | -0.60 | 1.15 | 0.20 | 0.85 | 1.57 | -0.83 | -0.56 | 0.18 | -1.57 |
| Standard Deviation(%) | NA | 10.93 | 13.92 | 13.57 | 22.34 | NA | NA | … | … | 7.82 | 15.13 | 15.60 | 11.66 | 11.91 | 14.55 | 26.25 | 18.97 | 30.22 | 41.34 | 17.49 | 10.25 | 10.47 | 10.86 | 16.32 | 25.08 | 16.89 | 17.76 | 23.02 |
| Draw Down(%) | NA | 7.24 | 22.53 | 22.53 | 62.79 | NA | NA | … | … | 3.89 | 12.95 | 15.97 | 8.80 | 5.31 | 13.17 | 25.11 | 17.82 | 29.67 | 50.25 | 18.10 | 8.23 | 7.54 | 7.33 | 15.42 | 34.48 | 21.58 | 14.07 | 14.83 |
| Yield(%) | 0.00 | 3.30 | 1.56 | 1.78 | 2.07 | 3.00 | 2.13 | … | … | 2.02 | 1.12 | 0.69 | 0.79 | 0.60 | 0.93 | 0.67 | 0.25 | 0.60 | 0.97 | 14.95 | 13.24 | 2.69 | 0.52 | 0.93 | 0.50 | 2.35 | 3.03 | 0.79 |
Data as of 05/23/2017, Common starting date is 09/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRIX (PUTNAM FUND FOR GROWTH & INCOME CLASS C SHARES) |
-20.57%
Feb 2006 – Feb 2009 |
-10.62%
Feb 2004 – Feb 2009 |
-2.24%
Oct 1999 – Oct 2009 |
2.31%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRIX (PUTNAM FUND FOR GROWTH & INCOME CLASS C SHARES) |
24.07%
Feb 2009 – Feb 2012 |
22.68%
Feb 2009 – Feb 2014 |
6.04%
Mar 2003 – Mar 2013 |
4.91%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart