Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGRMX (PUTNAM FUND FOR GROWTH & INCOME CLASS M SHARES) | NA | 19.63% | 5.24% | 13.27% | 3.35% | 4.89% | 4.95% | … | … |
Data as of 05/23/2017, Common starting date is 06/02/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGRMX (PUTNAM FUND FOR GROWTH & INCOME CLASS M SHARES) | 06/02/1995 | 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.63 | 5.24 | 13.27 | 3.35 | 4.89 | 4.95 | … | … | 4.88 | 14.26 | -8.09 | 10.04 | 34.65 | 18.35 | -5.31 | 13.47 | 28.75 | -39.17 | -7.16 | 15.37 | 4.59 | 10.42 | 26.60 | -19.57 | -6.78 | 7.44 | 0.65 | 14.69 | 23.71 | 21.06 | 11.34 |
| Sharpe Ratio | NA | 1.76 | 0.37 | 0.97 | 0.13 | NA | NA | … | … | 1.61 | 0.92 | -0.52 | 0.86 | 2.91 | 1.27 | -0.20 | 0.70 | 0.95 | -0.97 | -0.58 | 1.18 | 0.23 | 0.87 | 1.58 | -0.82 | -0.55 | 0.19 | -0.16 | 0.62 | -1.99 | 1.77 | 1.91 |
| Standard Deviation(%) | NA | 10.95 | 13.93 | 13.58 | 22.35 | NA | NA | … | … | 7.83 | 15.13 | 15.62 | 11.66 | 11.90 | 14.56 | 26.19 | 19.06 | 30.21 | 41.38 | 17.53 | 10.28 | 10.42 | 10.85 | 16.37 | 25.13 | 16.90 | 17.82 | 15.64 | 18.35 | 15.74 | 9.82 | 8.70 |
| Draw Down(%) | NA | 7.26 | 22.37 | 22.37 | 62.65 | NA | NA | … | … | 3.89 | 12.95 | 15.93 | 8.74 | 5.28 | 13.10 | 24.97 | 17.71 | 29.69 | 50.14 | 17.99 | 8.24 | 7.52 | 7.18 | 15.40 | 34.40 | 21.56 | 14.04 | 16.06 | 18.48 | 10.22 | 6.88 | 5.39 |
| Yield(%) | 0.00 | 3.59 | 1.81 | 2.14 | 2.26 | 3.24 | 4.04 | … | … | 2.10 | 1.38 | 0.93 | 1.03 | 0.88 | 1.20 | 0.92 | 0.47 | 0.86 | 1.19 | 15.27 | 13.53 | 2.95 | 0.78 | 1.20 | 0.72 | 2.54 | 3.13 | 9.50 | 9.55 | 15.42 | 9.74 | 1.85 |
Data as of 05/23/2017, Common starting date is 06/02/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRMX (PUTNAM FUND FOR GROWTH & INCOME CLASS M SHARES) |
-20.37%
Feb 2006 – Feb 2009 |
-10.40%
Feb 2004 – Feb 2009 |
-4.70%
Feb 1999 – Feb 2009 |
1.92%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRMX (PUTNAM FUND FOR GROWTH & INCOME CLASS M SHARES) |
24.40%
Feb 2009 – Feb 2012 |
23.00%
Feb 2009 – Feb 2014 |
7.97%
Jul 1995 – Jul 2005 |
5.17%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart