Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNVMX (PUTNAM INVESTORS FUND CLASS M SHARES) | NA | 15.88% | 10.39% | 12.57% | 9.54% | 7.91% | 4.17% | … | … |
Data as of 06/28/2018, Common starting date is 12/12/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNVMX (PUTNAM INVESTORS FUND CLASS M SHARES) | 12/12/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 15.88 | 10.39 | 12.57 | 9.54 | 7.91 | 4.17 | … | … | 2.47 | 22.24 | 11.47 | -2.97 | 13.15 | 34.36 | 16.00 | -0.64 | 13.80 | 30.50 | -40.62 | -5.44 | 13.24 | 8.21 | 12.28 | 26.92 | -24.17 | -25.18 | -18.97 | 29.58 | 34.76 | 33.82 | 20.78 | -10.63 |
| Sharpe Ratio | NA | 1.18 | 0.67 | 0.96 | 0.46 | NA | NA | … | … | 0.24 | 2.85 | 0.81 | -0.19 | 1.08 | 3.01 | 1.21 | -0.03 | 0.76 | 1.12 | -1.02 | -0.45 | 0.83 | 0.53 | 0.99 | 1.51 | -0.95 | -1.15 | -0.80 | 1.21 | 1.30 | 1.50 | 1.27 | -1.73 |
| Standard Deviation(%) | NA | 12.69 | 13.63 | 12.85 | 20.23 | NA | NA | … | … | 16.65 | 7.62 | 13.82 | 15.65 | 12.10 | 11.39 | 13.31 | 24.11 | 18.14 | 27.22 | 40.76 | 19.04 | 12.10 | 11.40 | 11.46 | 17.32 | 26.53 | 24.28 | 28.92 | 21.71 | 24.11 | 20.09 | 13.44 | 54.49 |
| Draw Down(%) | NA | 10.45 | 17.75 | 18.29 | 46.43 | NA | NA | … | … | 10.45 | 3.06 | 12.20 | 13.51 | 8.68 | 5.49 | 11.52 | 21.47 | 16.45 | 25.85 | 50.25 | 17.82 | 9.69 | 7.75 | 9.14 | 14.64 | 34.36 | 38.06 | 27.92 | 11.99 | 26.82 | 11.08 | 9.15 | 13.55 |
| Yield(%) | 0.00 | 0.66 | 0.79 | 0.93 | 0.90 | 0.80 | 0.69 | … | … | 0.00 | 0.71 | 0.65 | 1.02 | 0.57 | 0.95 | 0.64 | 0.52 | 0.64 | 1.27 | 0.00 | 0.00 | 0.00 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 1.39 | 0.89 | 3.44 | 12.20 | 14.00 | 0.73 |
Data as of 06/28/2018, Common starting date is 12/12/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNVMX (PUTNAM INVESTORS FUND CLASS M SHARES) |
-24.79%
Mar 2000 – Mar 2003 |
-9.06%
Mar 2000 – Mar 2005 |
-7.04%
Feb 1999 – Feb 2009 |
0.57%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNVMX (PUTNAM INVESTORS FUND CLASS M SHARES) |
33.96%
Mar 1997 – Mar 2000 |
22.88%
Feb 2009 – Feb 2014 |
9.19%
Feb 2008 – Feb 2018 |
9.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart