Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHYYX (PUTNAM HIGH YIELD TRUST FUND CLASS Y SHARES) | NA | 12,066.25% | 394.00% | 172.02% | 69.68% | 45.39% | NA | 35.93% |
Data as of 05/23/2017, AR inception is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHYYX (PUTNAM HIGH YIELD TRUST FUND CLASS Y SHARES) | 12/30/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12,066.25 | 394.00 | 172.02 | 69.68 | 45.39 | NA | 35.93 | 10,775.77 | 9.05 | -10.34 | -3.54 | 1.28 | 8.31 | -5.50 | 6.11 | 39.26 | -32.51 | -4.84 | 1.90 | -3.78 | 3.01 | 15.84 | -10.42 | -8.46 | -18.94 | -4.34 | -0.09 |
| Sharpe Ratio | NA | 24.16 | 1.26 | 0.64 | 0.26 | NA | NA | 0.06 | 22,937.73 | -4.84 | -6.85 | -6.21 | -4.87 | -2.83 | -3.76 | -2.61 | 3.07 | -5.18 | -6.27 | -7.42 | -7.12 | -5.13 | -0.94 | -6.21 | -4.73 | -19.17 | 4.86 | NA |
| Standard Deviation(%) | NA | 468.77 | 270.87 | 209.93 | 148.41 | NA | NA | 109.51 | 751.72 | 5.16 | 4.21 | 3.55 | 3.54 | 3.66 | 6.40 | 4.79 | 6.73 | 10.03 | 4.31 | 2.77 | 3.48 | 3.23 | 3.66 | 4.86 | 6.38 | 4.57 | 4.25 | 0.00 |
| Draw Down(%) | NA | 2.79 | 20.74 | 20.74 | 41.05 | NA | NA | 56.51 | 1.84 | 5.69 | 13.17 | 8.47 | 5.80 | 3.69 | 14.21 | 5.60 | 7.80 | 36.81 | 7.77 | 3.14 | 6.67 | 6.25 | 4.31 | 16.52 | 14.84 | 19.92 | 8.81 | 0.09 |
| Yield(%) | 0.00 | 6.76 | 5.49 | 6.36 | 6.14 | 6.13 | 4.30 | 4.78 | 2.90 | 5.96 | 5.79 | 5.60 | 6.36 | 7.13 | 6.70 | 7.08 | 10.65 | 7.56 | 7.59 | 7.74 | 7.45 | 1.39 | 0.00 | 7.18 | 11.97 | 10.80 | 0.00 | 0.00 |
Data as of 05/23/2017, AR inception is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYYX (PUTNAM HIGH YIELD TRUST FUND CLASS Y SHARES) |
-6.91%
Nov 2005 - Nov 2008 |
-2.46%
Nov 2003 - Nov 2008 |
-0.46%
Feb 1999 - Feb 2009 |
4.72%
Jan 1999 - Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYYX (PUTNAM HIGH YIELD TRUST FUND CLASS Y SHARES) |
21.32%
Nov 2008 - Nov 2011 |
17.88%
Nov 2008 - Nov 2013 |
8.06%
Oct 2002 - Oct 2012 |
6.46%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart