Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNVBX (PUTNAM INVESTORS FUND CLASS B SHARES) | NA | 15.72% | 10.15% | 12.32% | 9.27% | 7.64% | 3.92% | … | … |
Data as of 06/28/2018, Common starting date is 06/09/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNVBX (PUTNAM INVESTORS FUND CLASS B SHARES) | 06/09/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 15.72 | 10.15 | 12.32 | 9.27 | 7.64 | 3.92 | … | … | 2.44 | 21.99 | 11.15 | -3.25 | 12.93 | 34.02 | 15.68 | -0.90 | 13.63 | 30.06 | -40.78 | -5.74 | 13.07 | 7.93 | 11.98 | 26.53 | -24.33 | -25.40 | -19.12 | 29.28 | 34.43 | 33.33 | 20.49 | 20.61 | -13.41 | -4.61 |
| Sharpe Ratio | NA | 1.16 | 0.65 | 0.94 | 0.44 | NA | NA | … | … | 0.23 | 2.82 | 0.79 | -0.21 | 1.07 | 2.98 | 1.19 | -0.04 | 0.75 | 1.10 | -1.02 | -0.47 | 0.80 | 0.50 | 0.96 | 1.49 | -0.96 | -1.16 | -0.81 | 1.20 | 1.28 | 1.48 | 1.23 | 1.09 | -1.08 | -0.46 |
| Standard Deviation(%) | NA | 12.69 | 13.60 | 12.83 | 20.24 | NA | NA | … | … | 16.66 | 7.60 | 13.76 | 15.62 | 12.10 | 11.39 | 13.25 | 24.15 | 18.15 | 27.23 | 40.89 | 19.02 | 12.06 | 11.44 | 11.44 | 17.36 | 26.61 | 24.33 | 28.86 | 21.66 | 24.11 | 19.96 | 13.54 | 15.31 | 15.25 | 22.07 |
| Draw Down(%) | NA | 10.47 | 17.91 | 18.47 | 46.53 | NA | NA | … | … | 10.47 | 3.08 | 12.27 | 13.60 | 8.76 | 5.51 | 11.55 | 21.51 | 16.56 | 25.89 | 50.41 | 17.90 | 9.72 | 7.81 | 9.22 | 14.58 | 34.48 | 38.25 | 28.04 | 12.04 | 26.88 | 11.06 | 9.29 | 14.64 | 19.34 | 16.84 |
| Yield(%) | 0.00 | 0.39 | 0.56 | 0.63 | 0.58 | 0.51 | 0.55 | … | … | 0.00 | 0.42 | 0.48 | 0.78 | 0.30 | 0.68 | 0.38 | 0.22 | 0.32 | 0.92 | 0.00 | 0.00 | 0.00 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 1.43 | 0.91 | 3.51 | 12.23 | 13.97 | 0.59 | 0.00 | 0.55 |
Data as of 06/28/2018, Common starting date is 06/09/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNVBX (PUTNAM INVESTORS FUND CLASS B SHARES) |
-24.98%
Mar 2000 – Mar 2003 |
-9.28%
Mar 2000 – Mar 2005 |
-7.28%
Feb 1999 – Feb 2009 |
0.32%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNVBX (PUTNAM INVESTORS FUND CLASS B SHARES) |
33.59%
Mar 1997 – Mar 2000 |
27.49%
Dec 1994 – Dec 1999 |
8.91%
Feb 2008 – Feb 2018 |
8.84%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart