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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PIVRX (PUTNAM INVESTORS FUND CLASS R SHARES) NA 16.09% 10.64% 12.84% 9.78% NA NA 8.73%
Data as of 06/28/2018, AR inception is 08/04/2003
More Performance Analytics Comparison
Name Start Date End Date
PIVRX (PUTNAM INVESTORS FUND CLASS R SHARES) 08/04/2003 06/28/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.21 16.09 10.64 12.84 9.78 NA NA 8.73 2.52 22.58 11.79 -2.79 13.46 34.68 16.31 -0.38 13.81 30.68 -40.41 -5.30 13.60 8.50 12.61 14.65
Sharpe Ratio NA 1.19 0.69 0.98 0.47 NA NA 0.39 0.24 2.89 0.84 -0.18 1.11 3.05 1.23 -0.02 0.76 1.12 -1.01 -0.44 0.86 0.55 1.02 3.23
Standard Deviation(%) NA 12.70 13.61 12.83 20.22 NA NA 18.74 16.66 7.62 13.80 15.60 12.11 11.35 13.31 24.22 18.12 27.23 40.70 19.05 12.10 11.46 11.41 11.95
Draw Down(%) NA 10.38 17.65 18.16 46.36 NA NA 60.28 10.38 3.03 12.14 13.47 8.68 5.44 11.53 21.35 16.72 25.90 50.17 17.74 9.61 7.75 8.96 3.92
Yield(%) 0.00 0.92 0.75 1.01 1.03 1.02 0.77 1.10 0.00 0.98 0.23 0.98 0.83 1.24 0.93 0.89 0.57 1.50 0.01 0.00 0.24 1.20 0.26 0.32
Data as of 06/28/2018, 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
PIVRX (PUTNAM INVESTORS FUND CLASS R SHARES) -19.58%
Feb 2006 - Feb 2009
-8.77%
Feb 2004 - Feb 2009
4.05%
Feb 2006 - Feb 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIVRX (PUTNAM INVESTORS FUND CLASS R SHARES) 25.25%
Feb 2009 - Feb 2012
23.12%
Feb 2009 - Feb 2014
9.43%
Feb 2008 - Feb 2018
0.00%
NA
Annualized Rolling Returns Comparison Chart