Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PICRX (PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS R SHARES) | 25.03% | 20.76% | 17.53% | 7.90% | 5.20% | 5.52% | 5.38% | 7.68% |
Data as of 07/14/2025, AR inception is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PICRX (PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS R SHARES) | 08/04/2003 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 20.76 | 17.53 | 7.90 | 5.20 | 5.52 | 5.38 | 7.68 | 25.03 | -0.89 | 13.99 | -18.22 | 0.59 | 6.70 | 25.53 | -16.87 | 34.18 | -3.12 | 2.02 | -13.65 | 23.48 | 21.90 | -21.43 | 18.38 | 56.34 | -48.57 | 8.61 | 31.85 | 19.15 | 30.66 | 22.75 |
| Sharpe Ratio | NA | 1.18 | 0.85 | 0.36 | 0.23 | NA | NA | 0.33 | 2.90 | -0.57 | 0.74 | -0.90 | 0.03 | 0.22 | 2.15 | -1.31 | 4.65 | -0.20 | 0.13 | -1.20 | 2.12 | 1.30 | -0.74 | 0.85 | 2.00 | -1.33 | 0.29 | 1.98 | 1.64 | 2.16 | 6.26 |
| Standard Deviation(%) | NA | 15.90 | 15.92 | 16.42 | 16.89 | NA | NA | 19.01 | 17.59 | 13.16 | 13.31 | 21.77 | 16.07 | 28.89 | 11.20 | 13.91 | 7.25 | 16.98 | 14.77 | 11.40 | 11.08 | 16.98 | 29.01 | 21.42 | 28.16 | 37.12 | 19.54 | 14.53 | 10.34 | 13.74 | 10.17 |
| Draw Down(%) | NA | 12.57 | 19.41 | 44.09 | 44.09 | NA | NA | 65.01 | 11.79 | 12.84 | 13.25 | 34.32 | 17.10 | 36.79 | 8.18 | 24.84 | 2.79 | 13.08 | 15.97 | 18.79 | 8.74 | 16.48 | 31.10 | 19.95 | 25.18 | 59.33 | 15.76 | 18.13 | 9.66 | 12.05 | 3.34 |
| Yield(%) | 0.00 | 3.45 | 1.66 | 1.30 | 2.27 | 2.45 | 2.79 | 4.47 | 0.00 | 3.71 | 0.13 | 0.15 | 1.17 | 0.60 | 1.68 | 7.52 | 3.29 | 2.17 | 1.31 | 2.01 | 0.96 | 0.91 | 2.35 | 0.74 | 0.48 | 1.20 | 4.89 | 2.49 | 1.66 | 1.96 | 1.70 |
Data as of 07/14/2025, AR inception is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PICRX (PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS R SHARES) |
-17.02%
Feb 2006 - Feb 2009 |
-6.13%
May 2007 - May 2012 |
0.42%
Dec 2006 - Dec 2016 |
-0.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PICRX (PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS R SHARES) |
30.67%
Oct 2004 - Oct 2007 |
21.70%
Feb 2009 - Feb 2014 |
10.81%
Feb 2009 - Feb 2019 |
8.01%
Sep 2003 - Sep 2018 |
Annualized Rolling Returns Comparison Chart