Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POPBX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS B SHARES) | NA | -9.30% | 0.50% | 2.81% | 6.13% | 6.33% | NA | … | … |
Data as of 08/29/2018, Common starting date is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POPBX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS B SHARES) | 12/17/1998 | 08/29/2018 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | -9.30 | 0.50 | 2.81 | 6.13 | 6.33 | NA | … | … | -15.34 | 7.22 | 14.79 | -8.27 | 6.32 | 32.62 | 13.29 | -6.67 | 29.28 | 44.89 | -35.60 | -9.28 | 14.67 | 9.66 | 17.57 | 32.20 | -25.41 | -2.79 | 21.16 | 25.96 | 8.02 |
| Sharpe Ratio | NA | -0.38 | -0.01 | 0.14 | 0.24 | NA | NA | … | … | -0.72 | 0.59 | 0.80 | -0.52 | 0.44 | 2.57 | 0.80 | -0.21 | 1.28 | 1.34 | -0.87 | -0.64 | 0.77 | 0.53 | 1.16 | 1.86 | -1.04 | -0.20 | 0.43 | 1.36 | 58.34 |
| Standard Deviation(%) | NA | 27.01 | 20.52 | 18.20 | 24.67 | NA | NA | … | … | 32.61 | 11.22 | 18.11 | 15.87 | 14.22 | 12.66 | 16.76 | 31.71 | 22.81 | 33.45 | 41.85 | 19.38 | 14.89 | 14.25 | 14.36 | 16.96 | 25.45 | 26.46 | 39.82 | 16.75 | 13.11 |
| Draw Down(%) | NA | 22.43 | 22.43 | 24.26 | 50.89 | NA | NA | … | … | 22.43 | 6.12 | 14.03 | 13.97 | 14.07 | 5.27 | 14.86 | 32.25 | 19.76 | 30.05 | 50.78 | 21.53 | 13.04 | 9.80 | 11.38 | 16.17 | 42.06 | 30.67 | 38.74 | 13.28 | 0.00 |
| Yield(%) | 0.00 | 21.30 | 10.13 | 9.59 | 7.57 | 7.97 | 8.49 | … | … | 0.00 | 21.17 | 8.32 | 0.37 | 17.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.75 | 13.87 | 17.08 | 0.00 | 0.00 | 1.48 | 0.96 | 17.93 | 0.00 | 0.15 |
Data as of 08/29/2018, Common starting date is 12/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPBX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS B SHARES) |
-20.14%
Feb 2006 – Feb 2009 |
-7.68%
Feb 2004 – Feb 2009 |
1.34%
Feb 1999 – Feb 2009 |
4.50%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPBX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS B SHARES) |
34.55%
Feb 2009 – Feb 2012 |
26.97%
Feb 2009 – Feb 2014 |
10.46%
Mar 2003 – Mar 2013 |
9.59%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart