Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PINVX (PUTNAM INVESTORS FUND CLASS A SHARES) | NA | 16.20% | 10.86% | 13.10% | 10.06% | 8.43% | 4.69% | … | … |
Data as of 06/28/2018, Common starting date is 02/07/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PINVX (PUTNAM INVESTORS FUND CLASS A SHARES) | 02/07/1980 | 06/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 16.20 | 10.86 | 13.10 | 10.06 | 8.43 | 4.69 | … | … | 2.50 | 22.88 | 12.06 | -2.53 | 13.77 | 35.04 | 16.56 | -0.17 | 14.33 | 31.17 | -40.29 | -5.06 | 13.89 | 8.81 | 12.76 | 27.61 | -23.81 | -24.80 | -18.50 | 30.14 | 35.52 | 34.49 | 21.40 | 37.55 | -3.19 | 17.87 | 7.89 | 28.56 | -2.77 | 33.92 | 7.48 | 4.00 | 15.74 | 23.24 | -12.00 | 6.60 | 24.23 | -15.20 | 29.46 |
| Sharpe Ratio | NA | 1.20 | 0.70 | 1.00 | 0.48 | NA | NA | … | … | 0.24 | 2.95 | 0.85 | -0.16 | 1.14 | 3.07 | 1.26 | -0.01 | 0.79 | 1.14 | -1.01 | -0.43 | 0.88 | 0.58 | 1.03 | 1.56 | -0.94 | -1.13 | -0.78 | 1.24 | 1.33 | 1.53 | 1.31 | 3.51 | -0.53 | 1.52 | 0.49 | 1.56 | -0.47 | 2.13 | 0.17 | 0.00 | 0.76 | 1.46 | -0.83 | 0.03 | 0.76 | -1.31 | 1.28 |
| Standard Deviation(%) | NA | 12.70 | 13.61 | 12.83 | 20.23 | NA | NA | … | … | 16.68 | 7.57 | 13.81 | 15.61 | 12.10 | 11.39 | 13.25 | 24.12 | 18.14 | 27.24 | 40.82 | 19.00 | 12.11 | 11.47 | 11.44 | 17.21 | 26.61 | 24.30 | 28.93 | 21.68 | 24.13 | 20.11 | 13.54 | 9.61 | 11.70 | 10.37 | 11.06 | 15.84 | 17.13 | 13.25 | 16.32 | 32.87 | 15.26 | 12.39 | 22.43 | 19.46 | 21.81 | 19.13 | 19.86 |
| Draw Down(%) | NA | 10.35 | 17.55 | 18.05 | 46.22 | NA | NA | … | … | 10.35 | 3.00 | 12.16 | 13.41 | 8.67 | 5.42 | 11.50 | 21.29 | 16.47 | 25.75 | 50.03 | 17.63 | 9.61 | 7.73 | 8.87 | 14.52 | 34.15 | 37.88 | 27.61 | 11.94 | 26.77 | 11.10 | 9.18 | 3.32 | 10.97 | 6.10 | 9.65 | 9.33 | 23.87 | 7.71 | 8.96 | 34.73 | 12.44 | 11.47 | 26.05 | 13.45 | 19.48 | 26.20 | 20.63 |
| Yield(%) | 0.00 | 1.13 | 1.26 | 1.50 | 1.47 | 1.40 | 1.02 | … | … | 0.00 | 1.21 | 1.15 | 1.42 | 1.03 | 1.42 | 1.15 | 1.00 | 1.05 | 1.71 | 0.17 | 0.00 | 0.24 | 1.12 | 0.14 | 0.53 | 0.00 | 0.00 | 1.36 | 0.87 | 3.39 | 12.38 | 14.17 | 17.06 | 9.06 | 17.14 | 14.29 | 12.80 | 7.15 | 11.91 | 2.24 | 48.69 | 16.72 | 2.06 | 1.76 | 1.88 | 2.54 | 1.85 | 2.90 |
Data as of 06/28/2018, Common starting date is 02/07/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINVX (PUTNAM INVESTORS FUND CLASS A SHARES) |
-24.42%
Mar 2000 – Mar 2003 |
-8.59%
Mar 2000 – Mar 2005 |
-6.57%
Feb 1999 – Feb 2009 |
1.08%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINVX (PUTNAM INVESTORS FUND CLASS A SHARES) |
34.64%
Mar 1997 – Mar 2000 |
31.69%
Dec 1994 – Dec 1999 |
20.85%
Aug 1990 – Aug 2000 |
18.66%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart