Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHIMX (PUTNAM HIGH YIELD TRUST FUND CLASS M SHARES) | NA | 8.64% | 2.20% | 5.49% | 5.50% | 7.08% | 5.37% | … | … |
Data as of 05/23/2017, Common starting date is 07/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHIMX (PUTNAM HIGH YIELD TRUST FUND CLASS M SHARES) | 07/14/1995 | 05/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.56 | 8.64 | 2.20 | 5.49 | 5.50 | 7.08 | 5.37 | … | … | 0.39 | 14.87 | -5.42 | 1.60 | 7.35 | 15.43 | 1.37 | 13.30 | 51.55 | -26.63 | 2.25 | 9.79 | 3.38 | 10.79 | 26.10 | -0.75 | 3.09 | -9.35 | 6.22 | -8.25 | 14.44 | 12.37 | 5.28 |
| Sharpe Ratio | NA | 1.93 | 0.46 | 1.38 | 0.96 | NA | NA | … | … | 0.11 | 2.89 | -1.36 | 0.49 | 2.50 | 5.34 | 0.23 | 3.18 | 8.26 | -2.83 | -0.22 | 3.78 | 0.47 | 3.97 | 9.32 | -0.45 | 0.16 | -4.37 | 1.11 | -2.31 | -14.19 | 3.17 | 3.61 |
| Standard Deviation(%) | NA | 4.31 | 4.53 | 3.90 | 5.38 | NA | NA | … | … | 4.86 | 5.05 | 4.01 | 3.25 | 2.92 | 2.90 | 5.85 | 4.15 | 6.23 | 9.72 | 3.52 | 1.73 | 2.59 | 2.48 | 2.73 | 4.07 | 4.74 | 3.06 | 2.70 | 5.01 | 2.86 | 2.77 | 2.22 |
| Draw Down(%) | NA | 2.76 | 13.74 | 13.74 | 33.73 | NA | NA | … | … | 2.76 | 5.20 | 10.33 | 6.29 | 4.91 | 3.14 | 11.76 | 4.96 | 7.14 | 33.34 | 5.55 | 1.96 | 4.74 | 3.99 | 2.94 | 10.50 | 7.87 | 12.92 | 3.66 | 17.60 | 3.85 | 2.05 | 0.83 |
| Yield(%) | 0.00 | 5.96 | 4.85 | 5.64 | 5.65 | 6.83 | 5.24 | … | … | 2.61 | 5.26 | 5.08 | 4.87 | 5.64 | 6.40 | 6.65 | 6.52 | 10.00 | 6.98 | 6.94 | 7.09 | 6.84 | 7.18 | 9.01 | 9.51 | 11.41 | 10.34 | 10.29 | 9.35 | 9.53 | 9.15 | 4.78 |
Data as of 05/23/2017, Common starting date is 07/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIMX (PUTNAM HIGH YIELD TRUST FUND CLASS M SHARES) |
-7.36%
Nov 2005 – Nov 2008 |
-2.75%
Oct 1997 – Oct 2002 |
1.04%
Nov 1998 – Nov 2008 |
5.00%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIMX (PUTNAM HIGH YIELD TRUST FUND CLASS M SHARES) |
21.09%
Nov 2008 – Nov 2011 |
17.52%
Nov 2008 – Nov 2013 |
9.49%
Oct 2002 – Oct 2012 |
7.34%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart