Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHDRX (PUTNAM HIGH YIELD TRUST FUND CLASS R SHARES) | NA | 8.64% | 2.17% | 5.47% | 5.41% | NA | NA | 6.84% |
Data as of 05/23/2017, AR inception is 02/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHDRX (PUTNAM HIGH YIELD TRUST FUND CLASS R SHARES) | 02/14/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.65 | 8.64 | 2.17 | 5.47 | 5.41 | NA | NA | 6.84 | 0.27 | 14.89 | -5.38 | 1.53 | 7.42 | 15.41 | 1.19 | 13.12 | 51.09 | -26.68 | 2.19 | 9.49 | 3.31 | 4.32 | 20.38 |
| Sharpe Ratio | NA | 1.89 | 0.45 | 1.38 | 0.94 | NA | NA | 1.25 | 0.04 | 2.95 | -1.36 | 0.46 | 2.53 | 5.46 | 0.20 | 3.11 | 8.16 | -2.84 | -0.24 | 3.75 | 0.43 | 1.11 | 7.01 |
| Standard Deviation(%) | NA | 4.41 | 4.52 | 3.88 | 5.38 | NA | NA | 4.72 | 5.02 | 4.97 | 3.98 | 3.28 | 2.92 | 2.83 | 5.91 | 4.19 | 6.25 | 9.69 | 3.56 | 1.66 | 2.62 | 3.02 | 3.26 |
| Draw Down(%) | NA | 2.85 | 13.80 | 13.80 | 33.89 | NA | NA | 33.89 | 2.85 | 5.20 | 10.31 | 6.21 | 4.89 | 3.08 | 11.71 | 5.02 | 7.22 | 33.38 | 5.71 | 1.97 | 4.74 | 6.23 | 3.62 |
| Yield(%) | 0.00 | 6.18 | 5.00 | 5.80 | 5.72 | 6.26 | 4.69 | 6.70 | 2.70 | 5.45 | 5.26 | 5.02 | 5.79 | 6.60 | 6.83 | 6.65 | 10.12 | 7.07 | 7.03 | 7.18 | 6.89 | 1.30 | 4.68 |
Data as of 05/23/2017, AR inception is 02/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDRX (PUTNAM HIGH YIELD TRUST FUND CLASS R SHARES) |
-7.46%
Nov 2005 - Nov 2008 |
-2.92%
Nov 2003 - Nov 2008 |
5.04%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDRX (PUTNAM HIGH YIELD TRUST FUND CLASS R SHARES) |
20.83%
Nov 2008 - Nov 2011 |
17.38%
Nov 2008 - Nov 2013 |
7.71%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart