Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHBBX (PUTNAM HIGH YIELD TRUST FUND CLASS B SHARES) | NA | 8.25% | 1.75% | 4.98% | 5.07% | 6.58% | 4.93% | 5.63% |
Data as of 05/23/2017, AR inception is 03/12/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHBBX (PUTNAM HIGH YIELD TRUST FUND CLASS B SHARES) | 03/12/1993 | 05/23/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 8.25 | 1.75 | 4.98 | 5.07 | 6.58 | 4.93 | 5.63 | 0.26 | 14.25 | -5.78 | 1.02 | 6.90 | 14.82 | 0.87 | 13.42 | 51.03 | -27.01 | 1.88 | 9.19 | 2.90 | 10.19 | 25.61 | -0.79 | 2.65 | -9.76 | 5.69 | -8.66 | 13.76 | 11.87 | 17.22 | -5.36 | 11.17 |
| Sharpe Ratio | NA | 1.90 | 0.36 | 1.26 | 0.89 | NA | NA | 0.93 | 0.04 | 2.81 | -1.46 | 0.30 | 2.28 | 5.15 | 0.14 | 3.14 | 8.26 | -2.89 | -0.31 | 3.54 | 0.28 | 3.67 | 9.05 | -0.49 | 0.07 | -4.49 | 0.89 | -2.39 | 3.60 | 3.08 | 5.87 | -2.85 | 8.40 |
| Standard Deviation(%) | NA | 4.17 | 4.48 | 3.86 | 5.33 | NA | NA | 4.18 | 4.66 | 5.00 | 3.97 | 3.37 | 3.01 | 2.89 | 5.86 | 4.24 | 6.17 | 9.62 | 3.58 | 1.68 | 2.59 | 2.52 | 2.75 | 3.87 | 4.69 | 3.09 | 2.77 | 5.02 | 2.83 | 2.70 | 2.28 | 2.92 | 1.42 |
| Draw Down(%) | NA | 2.74 | 14.22 | 14.22 | 34.13 | NA | NA | 34.13 | 2.74 | 5.42 | 10.60 | 6.39 | 5.01 | 3.19 | 11.87 | 5.02 | 7.05 | 33.45 | 5.67 | 1.93 | 4.87 | 4.20 | 3.03 | 10.62 | 8.17 | 13.21 | 3.81 | 17.79 | 3.98 | 2.00 | 0.75 | 8.90 | 0.52 |
| Yield(%) | 0.00 | 5.48 | 4.44 | 5.17 | 5.29 | 6.37 | 4.97 | 5.53 | 2.44 | 4.77 | 4.63 | 4.44 | 5.21 | 5.94 | 6.19 | 6.60 | 9.39 | 6.58 | 6.49 | 6.66 | 6.41 | 6.75 | 8.53 | 9.54 | 11.03 | 9.89 | 9.82 | 8.91 | 9.07 | 8.61 | 10.05 | 8.80 | 8.55 |
Data as of 05/23/2017, AR inception is 03/12/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHBBX (PUTNAM HIGH YIELD TRUST FUND CLASS B SHARES) |
-7.70%
Nov 2005 - Nov 2008 |
-3.12%
Oct 1997 - Oct 2002 |
0.63%
Nov 1998 - Nov 2008 |
2.33%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHBBX (PUTNAM HIGH YIELD TRUST FUND CLASS B SHARES) |
20.74%
Feb 2009 - Feb 2012 |
17.08%
Nov 2008 - Nov 2013 |
9.05%
Oct 2002 - Oct 2012 |
6.91%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart