Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PNVAX (PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS A SHARES) | 24.14% | 19.42% | 16.94% | 11.54% | 7.07% | 7.07% | 6.48% | 8.76% |
Data as of 07/16/2025, AR inception is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNVAX (PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS A SHARES) | 12/19/1996 | 07/16/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 19.42 | 16.94 | 11.54 | 7.07 | 7.07 | 6.48 | 8.76 | 24.14 | 3.06 | 15.24 | -18.02 | 13.59 | 11.02 | 25.85 | -16.67 | 34.53 | -2.88 | 2.28 | -13.43 | 23.77 | 22.19 | -21.25 | 18.80 | 56.76 | -48.47 | 8.87 | 32.16 | 19.43 | 30.87 | 38.32 | -13.96 | -27.29 | -12.09 | 93.30 | 27.12 | 16.48 | 1.39 |
| Sharpe Ratio | NA | 1.16 | 0.88 | 0.62 | 0.36 | NA | NA | 0.38 | 2.79 | -0.04 | 0.87 | -0.90 | 1.13 | 0.38 | 2.17 | -1.30 | 4.69 | -0.18 | 0.15 | -1.18 | 2.14 | 1.31 | -0.73 | 0.87 | 2.01 | -1.33 | 0.29 | 1.98 | 1.66 | 2.18 | 3.30 | -0.96 | -1.42 | -0.65 | 6.80 | 1.46 | 1.11 | 21.06 |
| Standard Deviation(%) | NA | 16.37 | 16.10 | 15.83 | 16.52 | NA | NA | 18.52 | 18.42 | 12.78 | 13.39 | 21.79 | 11.99 | 28.42 | 11.21 | 13.92 | 7.25 | 16.96 | 14.77 | 11.40 | 11.10 | 17.02 | 29.00 | 21.41 | 28.17 | 37.11 | 19.55 | 14.56 | 10.34 | 13.73 | 11.41 | 15.80 | 21.21 | 24.92 | 13.23 | 16.26 | 11.43 | 2.87 |
| Draw Down(%) | NA | 12.45 | 19.37 | 36.83 | 37.07 | NA | NA | 64.90 | 11.77 | 10.11 | 13.16 | 34.19 | 10.20 | 36.76 | 8.15 | 24.66 | 2.73 | 13.05 | 15.91 | 18.70 | 8.74 | 16.43 | 31.01 | 19.83 | 25.12 | 59.28 | 15.76 | 18.13 | 9.66 | 12.04 | 15.23 | 34.32 | 44.85 | 39.37 | 5.46 | 25.61 | 9.87 | 0.00 |
| Yield(%) | 0.00 | 3.60 | 2.25 | 5.50 | 4.35 | 4.41 | 4.44 | 8.98 | 0.00 | 3.90 | 1.38 | 0.39 | 13.43 | 4.64 | 1.65 | 7.43 | 3.59 | 2.43 | 1.65 | 2.24 | 1.47 | 1.38 | 2.43 | 1.05 | 0.58 | 1.21 | 4.88 | 2.53 | 1.66 | 1.81 | 2.08 | 0.71 | 0.51 | 0.20 | 5.02 | 3.66 | 5.88 | 0.68 |
Data as of 07/16/2025, AR inception is 12/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNVAX (PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS A SHARES) |
-26.25%
Feb 2000 - Feb 2003 |
-5.89%
May 2007 - May 2012 |
0.64%
Feb 2000 - Feb 2010 |
0.56%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNVAX (PUTNAM INTERNATIONAL CAPITAL OPPORTUNITIES CLASS A SHARES) |
51.39%
Feb 1997 - Feb 2000 |
29.64%
Oct 2002 - Oct 2007 |
16.97%
Oct 1997 - Oct 2007 |
10.53%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart