Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGWTX (Putnam Focused Equity Fund Class R6 Shares) | 8.03% | 24.73% | 22.79% | 13.97% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGWTX (Putnam Focused Equity Fund Class R6 Shares) | 05/21/2018 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 24.73 | 22.79 | 13.97 | NA | NA | NA | … | … | 8.03 | 19.68 | 29.65 | 24.87 | -14.11 | 21.92 | 17.08 | 30.12 | -16.52 |
| Sharpe Ratio | NA | 1.65 | 1.25 | 0.67 | NA | NA | NA | … | … | 1.05 | 0.87 | 1.96 | 1.58 | -0.67 | 1.66 | 0.51 | 2.10 | -1.50 |
| Standard Deviation(%) | NA | 13.40 | 15.63 | 17.11 | NA | NA | NA | … | … | 15.50 | 19.29 | 13.26 | 13.57 | 23.28 | 13.20 | 33.15 | 13.65 | 18.09 |
| Draw Down(%) | NA | 9.86 | 19.90 | 21.19 | NA | NA | NA | … | … | 9.86 | 19.90 | 9.35 | 8.71 | 20.33 | 5.62 | 36.19 | 6.72 | 24.56 |
| Yield(%) | 0.00 | 8.41 | 8.59 | 7.35 | 5.66 | 3.77 | 2.83 | … | … | 0.00 | 8.74 | 12.52 | 1.06 | 5.64 | 9.30 | 0.00 | 2.70 | 6.42 |
Data as of 06/12/2026, Common starting date is 05/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGWTX (Putnam Focused Equity Fund Class R6 Shares) |
6.90%
Sep 2019 – Sep 2022 |
8.17%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGWTX (Putnam Focused Equity Fund Class R6 Shares) |
25.91%
Sep 2022 – Sep 2025 |
19.09%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart