Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRSRX (PUTNAM RESEARCH FUND CLASS R SHARES) | 10.50% | 29.91% | 23.03% | 10.49% | 13.59% | 12.94% | 9.91% | … | … |
Data as of 06/05/2026, Common starting date is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRSRX (PUTNAM RESEARCH FUND CLASS R SHARES) | 08/04/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 29.91 | 23.03 | 10.49 | 13.59 | 12.94 | 9.91 | … | … | 10.50 | 17.81 | 25.91 | 28.50 | -23.82 | 14.70 | 17.96 | 32.49 | -5.01 | 22.89 | 9.95 | -1.91 | 14.32 | 32.48 | 17.28 | -1.69 | 16.00 | 33.87 | -38.47 | 0.13 | 11.07 | 4.80 | 7.21 | 12.17 |
| Sharpe Ratio | NA | 2.58 | 1.42 | 0.49 | 0.67 | NA | NA | … | … | 2.39 | 0.79 | 1.73 | 1.91 | -0.98 | 0.97 | 0.52 | 2.48 | -0.39 | 3.14 | 0.72 | -0.13 | 1.20 | 2.88 | 1.30 | -0.07 | 0.87 | 1.23 | -0.96 | -0.18 | 0.69 | 0.23 | 0.55 | 2.64 |
| Standard Deviation(%) | NA | 12.12 | 15.10 | 17.79 | 18.37 | NA | NA | … | … | 13.76 | 19.05 | 12.90 | 13.10 | 25.87 | 15.12 | 33.77 | 12.52 | 16.62 | 7.11 | 13.52 | 15.48 | 11.90 | 11.27 | 13.32 | 24.45 | 18.37 | 27.50 | 40.98 | 16.69 | 11.13 | 11.03 | 11.27 | 11.89 |
| Draw Down(%) | NA | 8.28 | 20.30 | 31.40 | 33.37 | NA | NA | … | … | 8.28 | 20.30 | 8.91 | 8.67 | 25.44 | 12.41 | 33.37 | 6.88 | 19.20 | 2.03 | 11.95 | 13.57 | 8.33 | 5.87 | 10.56 | 21.48 | 16.43 | 25.17 | 48.82 | 13.19 | 9.05 | 7.65 | 10.74 | 4.29 |
| Yield(%) | 0.00 | 12.37 | 8.85 | 4.80 | 7.00 | 8.16 | 6.49 | … | … | 0.00 | 12.42 | 8.86 | 0.04 | 0.67 | 0.00 | 0.43 | 8.72 | 12.31 | 1.90 | 0.84 | 1.12 | 1.19 | 0.56 | 1.02 | 0.69 | 0.44 | 0.84 | 0.37 | 0.07 | 0.00 | 0.09 | 0.23 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRSRX (PUTNAM RESEARCH FUND CLASS R SHARES) |
-17.56%
Feb 2006 – Feb 2009 |
-8.83%
Feb 2004 – Feb 2009 |
5.19%
Feb 2006 – Feb 2016 |
6.65%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRSRX (PUTNAM RESEARCH FUND CLASS R SHARES) |
25.91%
Feb 2009 – Feb 2012 |
23.61%
Feb 2009 – Feb 2014 |
16.24%
Feb 2009 – Feb 2019 |
14.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart