Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRCCX (Putnam Convertible Incm-Gwth Tr C Shs) | 22.29% | 31.74% | 16.82% | 1.47% | 7.36% | 6.43% | 6.08% | … | … |
Data as of 06/04/2026, Common starting date is 09/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRCCX (Putnam Convertible Incm-Gwth Tr C Shs) | 09/17/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | 31.74 | 16.82 | 1.47 | 7.36 | 6.43 | 6.08 | … | … | 22.29 | 11.14 | 11.79 | 9.26 | -19.57 | -18.64 | 29.97 | 23.38 | -3.65 | 14.09 | 8.71 | -7.72 | 6.65 | 21.04 | 14.22 | -7.15 | 19.09 | 52.61 | -40.23 | 5.07 | 13.71 | 1.31 | 10.54 | 30.79 | -6.21 | -8.81 | -14.96 | -0.43 |
| Sharpe Ratio | NA | 2.05 | 1.15 | -0.09 | 0.37 | NA | NA | … | … | 3.12 | 0.63 | 0.93 | 0.68 | -1.27 | -0.68 | 1.24 | 2.46 | -0.42 | 2.34 | 0.95 | -0.86 | 0.73 | 2.83 | 1.85 | -0.49 | 1.80 | 4.55 | -2.07 | 0.20 | 1.59 | -0.14 | 1.26 | 3.69 | -0.57 | -0.73 | -0.87 | -0.24 |
| Standard Deviation(%) | NA | 14.09 | 11.76 | 16.30 | 15.33 | NA | NA | … | … | 17.62 | 13.18 | 8.74 | 8.35 | 16.63 | 27.45 | 23.92 | 8.92 | 12.04 | 5.77 | 8.95 | 8.99 | 9.07 | 7.43 | 7.71 | 14.72 | 10.54 | 11.54 | 19.86 | 9.67 | 6.50 | 6.67 | 7.61 | 8.15 | 13.00 | 15.67 | 21.96 | 20.79 |
| Draw Down(%) | NA | 7.48 | 13.64 | 41.72 | 43.09 | NA | NA | … | … | 7.48 | 12.94 | 4.59 | 9.93 | 22.01 | 28.47 | 24.96 | 4.73 | 14.22 | 2.52 | 10.19 | 13.33 | 8.03 | 5.18 | 8.06 | 18.51 | 9.07 | 7.88 | 46.69 | 8.26 | 5.69 | 8.39 | 6.73 | 4.55 | 22.04 | 23.24 | 25.08 | 8.97 |
| Yield(%) | 0.00 | 5.02 | 2.62 | 1.11 | 3.47 | 3.69 | 3.71 | … | … | 0.00 | 5.73 | 0.88 | 0.32 | 0.34 | 0.00 | 0.58 | 8.17 | 11.08 | 3.55 | 1.46 | 4.77 | 5.93 | 1.98 | 2.44 | 2.07 | 2.84 | 3.91 | 1.54 | 1.99 | 2.26 | 2.34 | 2.47 | 3.82 | 3.48 | 3.43 | 3.80 | 2.08 |
Data as of 06/04/2026, Common starting date is 09/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRCCX (Putnam Convertible Incm-Gwth Tr C Shs) |
-13.52%
Nov 2020 – Nov 2023 |
-4.92%
Feb 2004 – Feb 2009 |
0.67%
Oct 1999 – Oct 2009 |
3.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRCCX (Putnam Convertible Incm-Gwth Tr C Shs) |
22.32%
Feb 2009 – Feb 2012 |
19.28%
Feb 2009 – Feb 2014 |
11.79%
Feb 2009 – Feb 2019 |
8.30%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart