Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHAYX (Putnam High Yield Advantage Y) | 1.71% | 7.48% | 8.90% | 4.00% | 5.23% | 5.16% | 5.98% | … | … |
Data as of 06/04/2026, Common starting date is 01/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHAYX (Putnam High Yield Advantage Y) | 01/14/1999 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.48 | 8.90 | 4.00 | 5.23 | 5.16 | 5.98 | … | … | 1.71 | 8.89 | 8.09 | 12.40 | -11.74 | 5.10 | 5.92 | 14.22 | -3.93 | 7.16 | 16.08 | -5.18 | 2.21 | 7.10 | 15.35 | 3.42 | 12.87 | 48.95 | -24.17 | 3.74 | 12.25 | 3.56 | 11.67 | 27.73 | -0.01 | 3.44 | -8.41 | 5.65 |
| Sharpe Ratio | NA | 2.01 | 1.68 | 0.33 | 0.70 | NA | NA | … | … | 0.66 | 1.67 | 1.52 | 1.67 | -1.78 | 2.11 | 0.52 | 4.50 | -1.66 | 2.98 | 3.23 | -1.30 | 0.68 | 2.47 | 5.46 | 0.64 | 3.23 | 8.21 | -2.69 | 0.16 | 3.94 | 0.47 | 4.10 | 9.37 | -0.25 | 0.21 | -3.51 | 0.80 |
| Standard Deviation(%) | NA | 2.78 | 3.63 | 4.76 | 5.17 | NA | NA | … | … | 3.27 | 3.61 | 2.93 | 5.27 | 7.41 | 2.40 | 10.91 | 2.84 | 3.22 | 2.19 | 4.91 | 4.00 | 3.25 | 2.86 | 2.83 | 5.28 | 3.95 | 5.95 | 9.31 | 3.64 | 2.25 | 2.74 | 2.61 | 2.88 | 4.62 | 4.74 | 3.60 | 3.13 |
| Draw Down(%) | NA | 2.32 | 4.12 | 14.95 | 20.94 | NA | NA | … | … | 2.32 | 4.12 | 1.58 | 4.42 | 14.95 | 1.86 | 20.94 | 1.23 | 5.85 | 1.77 | 5.03 | 10.26 | 5.54 | 4.97 | 2.88 | 9.95 | 4.55 | 6.73 | 31.12 | 5.68 | 1.46 | 4.85 | 3.86 | 2.86 | 10.41 | 7.56 | 12.41 | 4.03 |
| Yield(%) | 0.00 | 5.41 | 6.48 | 5.01 | 5.20 | 5.27 | 5.85 | … | … | 1.86 | 5.82 | 7.55 | 5.62 | 4.17 | 4.20 | 4.53 | 5.24 | 4.41 | 5.18 | 6.50 | 5.38 | 5.21 | 5.95 | 6.92 | 7.24 | 7.08 | 10.07 | 7.37 | 7.17 | 7.49 | 6.86 | 7.35 | 9.77 | 10.46 | 11.57 | 10.81 | 10.63 |
Data as of 06/04/2026, Common starting date is 01/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHAYX (Putnam High Yield Advantage Y) |
-5.10%
Nov 2005 – Nov 2008 |
0.07%
Nov 2003 – Nov 2008 |
3.01%
Feb 1999 – Feb 2009 |
4.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHAYX (Putnam High Yield Advantage Y) |
20.97%
Feb 2009 – Feb 2012 |
17.41%
Nov 2008 – Nov 2013 |
10.53%
Oct 2002 – Oct 2012 |
8.86%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart
