Performance Comparison
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