Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGTPX (Putnam Global Technology Fund B Shs) | NA | 15.25% | 16.04% | 20.24% | 15.00% | NA | NA | … | … |
Data as of 12/24/2020, Common starting date is 01/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGTPX (Putnam Global Technology Fund B Shs) | 01/05/2009 | 12/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.25 | 16.04 | 20.24 | 15.00 | NA | NA | … | … | 15.40 | 46.08 | -7.43 | 45.61 | 11.40 | 9.87 | 12.65 | 23.39 | 12.25 | -6.73 | 9.74 | 47.76 |
| Sharpe Ratio | NA | 0.50 | 0.62 | 0.95 | 0.77 | NA | NA | … | … | 0.51 | 2.58 | -0.38 | 4.13 | 0.70 | 0.57 | 0.93 | 1.80 | 0.75 | -0.28 | 0.53 | 1.82 |
| Standard Deviation(%) | NA | 29.86 | 23.98 | 20.51 | 19.02 | NA | NA | … | … | 30.08 | 17.31 | 23.11 | 10.96 | 15.94 | 17.40 | 13.64 | 12.98 | 16.44 | 24.35 | 18.20 | 26.44 |
| Draw Down(%) | NA | 30.63 | 30.63 | 30.63 | 30.63 | NA | NA | … | … | 30.63 | 8.56 | 29.34 | 6.03 | 13.45 | 13.96 | 8.55 | 7.89 | 14.37 | 20.30 | 15.46 | 19.81 |
| Yield(%) | 0.00 | 0.00 | 3.71 | 5.62 | 5.74 | 6.52 | 4.89 | … | … | 0.00 | 3.28 | 8.25 | 10.00 | 0.36 | 5.16 | 5.90 | 0.00 | 0.00 | 4.75 | 2.58 | 8.22 |
Data as of 12/24/2020, 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 |
|---|---|---|---|---|
| PGTPX (Putnam Global Technology Fund B Shs) |
3.28%
Apr 2010 – Apr 2013 |
6.95%
Feb 2011 – Feb 2016 |
13.23%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGTPX (Putnam Global Technology Fund B Shs) |
28.50%
Sep 2015 – Sep 2018 |
23.83%
Jun 2013 – Jun 2018 |
17.99%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
