Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRFBX (PUTNAM RESEARCH FUND CLASS B SHARES) | NA | 28.18% | 2.37% | 10.14% | 10.48% | 11.21% | 8.35% | … | … |
Data as of 10/15/2024, Common starting date is 03/08/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRFBX (PUTNAM RESEARCH FUND CLASS B SHARES) | 03/08/1999 | 10/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 28.18 | 2.37 | 10.14 | 10.48 | 11.21 | 8.35 | … | … | 16.95 | 27.85 | -24.79 | 13.30 | 17.23 | 31.88 | -5.56 | 22.30 | 9.39 | -2.41 | 13.75 | 31.90 | 16.62 | -2.18 | 15.73 | 33.25 | -38.81 | -0.39 | 10.54 | 4.24 | 6.80 | 24.22 | -22.81 | -19.54 | -2.37 | 20.11 |
| Sharpe Ratio | NA | 1.88 | -0.07 | 0.36 | 0.49 | NA | NA | … | … | 1.21 | 1.81 | -1.00 | 0.85 | 0.50 | 2.43 | -0.42 | 3.05 | 0.68 | -0.16 | 1.15 | 2.82 | 1.25 | -0.09 | 0.85 | 1.21 | -0.96 | -0.20 | 0.66 | 0.19 | 0.52 | 1.36 | -0.88 | -0.91 | -0.27 | 1.17 |
| Standard Deviation(%) | NA | 12.22 | 18.94 | 21.80 | 18.17 | NA | NA | … | … | 12.18 | 13.13 | 26.15 | 15.57 | 33.84 | 12.53 | 16.46 | 7.13 | 13.55 | 15.49 | 11.91 | 11.29 | 13.34 | 24.42 | 18.32 | 27.47 | 41.07 | 16.72 | 11.08 | 11.02 | 11.30 | 17.35 | 27.21 | 24.40 | 24.06 | 18.50 |
| Draw Down(%) | NA | 8.93 | 32.79 | 33.40 | 33.40 | NA | NA | … | … | 8.93 | 8.77 | 26.37 | 13.07 | 33.40 | 6.92 | 19.32 | 2.08 | 11.98 | 13.68 | 8.37 | 5.89 | 10.66 | 21.67 | 16.27 | 25.21 | 49.11 | 13.37 | 9.12 | 7.72 | 10.90 | 15.49 | 34.72 | 36.24 | 16.21 | 10.49 |
| Yield(%) | 0.00 | 0.00 | 0.02 | 1.45 | 3.25 | 3.97 | 3.01 | … | … | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 8.69 | 13.03 | 2.01 | 0.42 | 0.49 | 0.32 | 0.05 | 0.39 | 0.00 | 0.32 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.65 | 6.43 |
Data as of 10/15/2024, Common starting date is 03/08/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFBX (PUTNAM RESEARCH FUND CLASS B SHARES) |
-18.05%
Mar 2000 – Mar 2003 |
-9.29%
Feb 2004 – Feb 2009 |
-4.13%
Aug 2000 – Aug 2010 |
1.80%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFBX (PUTNAM RESEARCH FUND CLASS B SHARES) |
25.42%
Feb 2009 – Feb 2012 |
23.06%
Feb 2009 – Feb 2014 |
15.69%
Feb 2009 – Feb 2019 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart