Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSLRX (Putnam Small Cap Value Class R5) | NA | -11.62% | -10.98% | -6.82% | NA | NA | NA | … | … |
Data as of 07/11/2022, Common starting date is 12/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSLRX (Putnam Small Cap Value Class R5) | 12/11/2013 | 07/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.62 | -10.98 | -6.82 | NA | NA | NA | … | … | -15.56 | -24.77 | 3.86 | 22.18 | -32.42 | 8.19 | 27.08 | -3.52 | 3.76 | 5.25 |
| Sharpe Ratio | NA | -0.49 | -0.24 | -0.20 | NA | NA | NA | … | … | -1.16 | -0.39 | 0.08 | 1.33 | -1.44 | 0.66 | 1.70 | -0.25 | 0.28 | 19.44 |
| Standard Deviation(%) | NA | 22.73 | 46.95 | 37.43 | NA | NA | NA | … | … | 24.49 | 63.83 | 46.00 | 15.73 | 23.51 | 11.43 | 15.72 | 13.95 | 13.41 | 8.71 |
| Draw Down(%) | NA | 19.51 | 50.29 | 52.55 | NA | NA | NA | … | … | 18.83 | 48.83 | 50.29 | 13.99 | 39.58 | 6.82 | 14.13 | 12.49 | 12.29 | 0.32 |
| Yield(%) | 0.00 | 0.00 | 0.90 | 8.15 | 6.08 | 4.05 | 3.04 | … | … | 0.00 | 0.00 | 1.13 | 1.74 | 13.82 | 28.61 | 1.19 | 5.07 | 4.23 | 0.00 |
Data as of 07/11/2022, Common starting date is 12/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLRX (Putnam Small Cap Value Class R5) |
-14.09%
Mar 2017 – Mar 2020 |
-6.93%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLRX (Putnam Small Cap Value Class R5) |
13.49%
Sep 2015 – Sep 2018 |
12.52%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart