Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PGTMX (Putnam Global Technology Fund M Shs) NA 31.53% 22.40% 17.66% 14.30% NA NA
Data as of 11/25/2019, Common starting date is 01/05/2009
More Performance Analytics Comparison
Name Start Date End Date
PGTMX (Putnam Global Technology Fund M Shs) 01/05/2009 11/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -0.05 31.53 22.40 17.66 14.30 NA NA 38.21 -7.15 45.97 11.65 10.15 12.95 23.65 12.59 -6.51 9.99 48.17
Sharpe Ratio NA 1.65 1.19 0.97 0.80 NA NA 2.32 -0.37 4.16 0.72 0.58 0.95 1.86 0.77 -0.27 0.54 1.83
Standard Deviation(%) NA 20.13 17.89 17.46 17.46 NA NA 17.88 23.14 10.95 15.92 17.40 13.60 12.66 16.50 24.26 18.20 26.53
Draw Down(%) NA 15.84 29.25 29.25 29.25 NA NA 8.52 29.25 6.00 13.41 13.94 8.51 7.80 14.36 20.19 15.41 19.81
Yield(%) 0.00 8.36 6.97 6.60 6.18 5.98 4.48 0.00 8.04 9.80 0.56 5.08 5.82 0.00 0.00 4.73 2.57 8.24
Data as of 11/25/2019, Common starting date is 01/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGTMX (Putnam Global Technology Fund M Shs) 3.58%
Apr 2010 – Apr 2013
7.22%
Feb 2011 – Feb 2016
14.01%
Sep 2009 – Sep 2019
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGTMX (Putnam Global Technology Fund M Shs) 28.83%
Sep 2015 – Sep 2018
24.14%
Jun 2013 – Jun 2018
18.29%
Feb 2009 – Feb 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return