Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/23/2017.
Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
---|---|---|---|---|---|---|---|---|
PGRWX (PUTNAM FUND FOR GROWTH & INCOME CLASS A SHARES) | 8.95% | NA | 20.20% | 5.75% | 13.84% | 3.90% | 5.43% | 5.50% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PGRWX (PUTNAM FUND FOR GROWTH & INCOME CLASS A SHARES) | 06/06/1980 | 05/23/2017 |
The return data shown below all have the same latest date: 05/23/2017.
AR inception is since 06/06/1980.
AR inception is since 06/06/1980.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 20.20 | 5.75 | 13.84 | 3.90 | 5.43 | 5.50 | 8.95 | 5.05 | 14.87 | -7.64 | 10.60 | 35.38 | 18.88 | -4.85 | 14.40 | 29.44 | -38.85 | -6.72 | 15.91 | 5.14 | 10.97 | 27.22 | -18.87 | -6.44 | 7.97 | 1.15 | 15.29 | 24.31 | 21.73 | 36.58 | -0.27 | 14.45 | 11.79 | 19.17 | 2.45 | 20.69 | 20.77 | 2.49 | 22.83 | 24.04 | -12.82 | 16.24 | 9.56 | -17.54 | 24.44 |
Sharpe Ratio | NA | 1.82 | 0.40 | 1.01 | 0.16 | NA | NA | 0.27 | 1.68 | 0.96 | -0.49 | 0.91 | 2.98 | 1.31 | -0.19 | 0.75 | 0.97 | -0.96 | -0.56 | 1.23 | 0.28 | 0.92 | 1.62 | -0.79 | -0.53 | 0.22 | -0.13 | 0.65 | -1.96 | 1.83 | 4.84 | -0.36 | 2.04 | 1.54 | 1.74 | -0.25 | 2.01 | 1.25 | -0.06 | 1.97 | 2.57 | -0.86 | 0.97 | 0.11 | -1.39 | 2.79 |
Standard Deviation(%) | NA | 10.93 | 13.92 | 13.56 | 22.33 | NA | NA | 17.22 | 7.79 | 15.14 | 15.60 | 11.65 | 11.86 | 14.51 | 26.26 | 19.03 | 30.17 | 41.29 | 17.50 | 10.29 | 10.46 | 10.89 | 16.36 | 25.25 | 16.88 | 17.81 | 15.63 | 18.32 | 15.68 | 9.89 | 6.77 | 8.97 | 6.04 | 6.05 | 8.81 | 11.20 | 7.45 | 12.87 | 26.60 | 9.43 | 7.31 | 22.67 | 10.43 | 18.60 | 19.76 | 14.11 |
Draw Down(%) | NA | 7.22 | 22.10 | 22.10 | 62.31 | NA | NA | 62.31 | 3.78 | 12.89 | 15.75 | 8.76 | 5.23 | 13.06 | 24.88 | 17.45 | 29.58 | 49.87 | 17.82 | 8.20 | 7.47 | 7.02 | 15.32 | 33.99 | 21.41 | 14.00 | 15.93 | 18.43 | 10.18 | 6.83 | 2.48 | 8.30 | 2.63 | 2.90 | 5.28 | 14.46 | 4.58 | 5.72 | 28.30 | 5.48 | 5.35 | 25.42 | 7.44 | 17.05 | 27.22 | 8.02 |
Yield(%) | 0.00 | 4.10 | 2.31 | 2.86 | 2.64 | 3.72 | 4.49 | 8.50 | 2.20 | 1.90 | 1.41 | 1.55 | 1.43 | 1.73 | 1.40 | 1.24 | 1.42 | 1.62 | 15.69 | 13.97 | 3.45 | 1.30 | 1.73 | 1.51 | 2.90 | 3.64 | 9.95 | 10.02 | 15.85 | 10.13 | 8.79 | 6.19 | 8.29 | 7.82 | 9.61 | 8.55 | 12.31 | 7.88 | 29.86 | 13.91 | 5.67 | 3.87 | 4.13 | 6.14 | 4.12 | 4.87 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PGRWX (PUTNAM FUND FOR GROWTH & INCOME CLASS A SHARES) |
-19.99%
Feb 2006 - Feb 2009 |
-9.95%
Feb 2004 - Feb 2009 |
-4.21%
Feb 1999 - Feb 2009 |
2.47%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PGRWX (PUTNAM FUND FOR GROWTH & INCOME CLASS A SHARES) |
28.73%
Jul 1984 - Jul 1987 |
23.70%
Feb 2009 - Feb 2014 |
17.26%
Nov 1987 - Nov 1997 |
16.91%
Jun 1984 - Jun 1999 |
Annualized Rolling Returns Comparison Chart