Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRFMX (PUTNAM RESEARCH FUND CLASS M SHARES) | NA | 19.94% | 14.13% | 9.43% | 12.33% | 7.83% | NA | … | … |
Data as of 11/25/2019, Common starting date is 10/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRFMX (PUTNAM RESEARCH FUND CLASS M SHARES) | 10/16/2000 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 19.94 | 14.13 | 9.43 | 12.33 | 7.83 | NA | … | … | 27.87 | -5.27 | 22.63 | 9.66 | -2.18 | 14.09 | 32.12 | 16.98 | -1.93 | 15.68 | 33.58 | -38.62 | -0.13 | 10.83 | 4.47 | 7.01 | 24.50 | -22.58 | -19.33 | 0.12 |
| Sharpe Ratio | NA | 1.44 | 1.06 | 0.66 | 0.80 | NA | NA | … | … | 2.31 | -0.40 | 3.10 | 0.69 | -0.14 | 1.18 | 2.85 | 1.28 | -0.08 | 0.85 | 1.22 | -0.96 | -0.19 | 0.68 | 0.21 | 0.54 | 1.37 | -0.87 | -0.90 | -0.14 |
| Standard Deviation(%) | NA | 14.94 | 12.62 | 13.53 | 15.12 | NA | NA | … | … | 12.90 | 16.44 | 7.14 | 13.54 | 15.50 | 11.93 | 11.24 | 13.33 | 24.44 | 18.33 | 27.41 | 40.96 | 16.68 | 11.13 | 11.00 | 11.30 | 17.41 | 27.17 | 24.45 | 26.08 |
| Draw Down(%) | NA | 14.79 | 19.23 | 19.23 | 21.55 | NA | NA | … | … | 6.88 | 19.23 | 2.03 | 11.96 | 13.62 | 8.36 | 5.90 | 10.59 | 21.55 | 16.41 | 25.18 | 48.94 | 13.34 | 9.06 | 7.65 | 10.81 | 15.49 | 34.61 | 36.16 | 9.74 |
| Yield(%) | 0.00 | 12.79 | 6.03 | 4.03 | 4.26 | 2.76 | 1.96 | … | … | 0.00 | 12.68 | 1.96 | 0.65 | 0.77 | 0.65 | 0.35 | 0.71 | 0.39 | 0.10 | 0.54 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.68 |
Data as of 11/25/2019, Common starting date is 10/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFMX (PUTNAM RESEARCH FUND CLASS M SHARES) |
-17.78%
Feb 2006 – Feb 2009 |
-9.07%
Feb 2004 – Feb 2009 |
-1.22%
Nov 2000 – Nov 2010 |
2.27%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFMX (PUTNAM RESEARCH FUND CLASS M SHARES) |
25.64%
Feb 2009 – Feb 2012 |
23.32%
Feb 2009 – Feb 2014 |
15.96%
Feb 2009 – Feb 2019 |
8.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart