Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLJMX (Putnam Research Fund Class R6) | 13.37% | 33.37% | 24.72% | 15.43% | 16.60% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLJMX (Putnam Research Fund Class R6) | 06/30/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 33.37 | 24.72 | 15.43 | 16.60 | NA | NA | … | … | 13.37 | 7.42 | 26.65 | 29.28 | -17.14 | 24.76 | 20.50 | 33.32 | -4.39 | 23.75 | 10.68 | -3.35 |
| Sharpe Ratio | NA | 2.65 | 1.47 | 0.76 | 0.80 | NA | NA | … | … | 2.44 | 0.21 | 1.79 | 1.97 | -0.77 | 1.82 | 0.60 | 2.55 | -0.26 | 3.26 | 0.77 | -0.36 |
| Standard Deviation(%) | NA | 12.13 | 15.11 | 17.02 | 18.63 | NA | NA | … | … | 13.79 | 21.85 | 12.89 | 13.11 | 24.09 | 13.61 | 33.78 | 12.49 | 22.55 | 7.12 | 13.55 | 18.25 |
| Draw Down(%) | NA | 8.20 | 20.22 | 24.15 | 33.34 | NA | NA | … | … | 8.20 | 20.22 | 8.89 | 8.53 | 23.80 | 5.50 | 33.34 | 6.81 | 19.06 | 1.97 | 11.87 | 13.50 |
| Yield(%) | 0.00 | 12.22 | 9.15 | 8.07 | 10.41 | 6.90 | 5.18 | … | … | 0.00 | 12.34 | 9.19 | 0.75 | 7.32 | 9.23 | 2.70 | 9.27 | 12.76 | 1.87 | 1.62 | 1.25 |
Data as of 06/03/2026, Common starting date is 06/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLJMX (Putnam Research Fund Class R6) |
6.10%
Mar 2017 – Mar 2020 |
9.18%
Sep 2017 – Sep 2022 |
13.84%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLJMX (Putnam Research Fund Class R6) |
26.60%
Sep 2022 – Sep 2025 |
19.77%
Oct 2016 – Oct 2021 |
16.65%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart