Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POPMX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS M SHARES) | NA | -7.19% | 1.45% | 3.48% | 6.61% | 6.74% | NA | … | … |
Data as of 08/29/2018, Common starting date is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POPMX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS M 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 (%) | 0.10 | -7.19 | 1.45 | 3.48 | 6.61 | 6.74 | NA | … | … | -13.44 | 7.53 | 15.03 | -8.01 | 6.56 | 32.99 | 13.55 | -6.43 | 29.58 | 45.14 | -35.38 | -9.06 | 14.93 | 9.92 | 17.97 | 32.39 | -26.63 | -3.52 | 2.84 | 26.17 | 8.07 |
| Sharpe Ratio | NA | -0.33 | 0.04 | 0.18 | 0.26 | NA | NA | … | … | -0.69 | 0.61 | 0.81 | -0.51 | 0.46 | 2.59 | 0.82 | -0.20 | 1.29 | 1.35 | -0.87 | -0.63 | 0.78 | 0.55 | 1.18 | 1.87 | -1.08 | -0.23 | -0.03 | 1.37 | 59.03 |
| Standard Deviation(%) | NA | 25.19 | 19.77 | 17.69 | 24.49 | NA | NA | … | … | 30.35 | 11.32 | 18.12 | 15.90 | 14.21 | 12.72 | 16.70 | 31.75 | 22.94 | 33.44 | 41.76 | 19.39 | 14.91 | 14.22 | 14.39 | 16.92 | 25.69 | 25.44 | 41.26 | 16.80 | 13.14 |
| Draw Down(%) | NA | 20.78 | 20.78 | 24.09 | 50.83 | NA | NA | … | … | 20.78 | 6.10 | 13.96 | 13.88 | 13.97 | 5.27 | 14.78 | 32.18 | 19.67 | 29.93 | 50.70 | 21.38 | 12.93 | 9.81 | 11.32 | 16.00 | 41.99 | 30.57 | 38.64 | 13.26 | 0.00 |
| Yield(%) | 0.00 | 20.02 | 9.74 | 9.27 | 7.41 | 7.94 | 7.18 | … | … | 0.00 | 19.94 | 8.14 | 0.59 | 16.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 8.53 | 13.61 | 16.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 |
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 |
|---|---|---|---|---|
| POPMX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS M SHARES) |
-19.90%
Feb 2006 – Feb 2009 |
-7.42%
Feb 2004 – Feb 2009 |
-0.36%
Feb 1999 – Feb 2009 |
4.05%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPMX (PUTNAM CAPITAL OPPORTUNITIES FUND CLASS M SHARES) |
34.82%
Feb 2009 – Feb 2012 |
27.26%
Feb 2009 – Feb 2014 |
10.71%
Mar 2003 – Mar 2013 |
9.86%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart