Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTRGX (Putman Absolute Return 300 – C) | -0.37% | 3.50% | 3.31% | 0.87% | 2.00% | 1.18% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTRGX (Putman Absolute Return 300 – C) | 01/05/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 3.50 | 3.31 | 0.87 | 2.00 | 1.18 | NA | … | … | -0.37 | 6.35 | 1.16 | 3.71 | -1.29 | -4.63 | -0.09 | 8.21 | -0.11 | 4.39 | 1.30 | -2.65 | 0.77 | 3.53 | 4.84 | -5.02 | 2.32 | 7.41 |
| Sharpe Ratio | NA | 0.40 | 0.05 | -0.34 | 0.09 | NA | NA | … | … | -0.80 | 0.80 | -0.46 | 0.01 | -0.97 | -2.20 | -0.06 | 1.38 | -0.87 | 2.13 | 0.40 | -0.95 | 0.29 | 1.76 | 2.51 | -1.61 | 1.13 | 4.08 |
| Standard Deviation(%) | NA | 3.75 | 5.25 | 4.67 | 4.15 | NA | NA | … | … | 3.91 | 4.35 | 5.33 | 6.70 | 2.82 | 2.12 | 5.30 | 4.89 | 1.73 | 1.76 | 2.72 | 2.81 | 2.64 | 1.99 | 1.92 | 3.14 | 1.98 | 1.81 |
| Draw Down(%) | NA | 2.95 | 6.32 | 10.83 | 12.37 | NA | NA | … | … | 2.95 | 2.55 | 4.14 | 7.81 | 4.84 | 6.29 | 11.48 | 3.17 | 2.76 | 0.51 | 4.88 | 3.67 | 2.24 | 1.67 | 1.35 | 7.46 | 1.12 | 0.56 |
| Yield(%) | 0.00 | 3.12 | 3.44 | 3.48 | 3.29 | 2.61 | 2.29 | … | … | 1.09 | 3.51 | 3.59 | 3.83 | 4.84 | 3.50 | 2.39 | 3.63 | 2.40 | 3.65 | 2.13 | 3.57 | 2.77 | 3.33 | 0.66 | 0.25 | 2.79 | 0.81 |
Data as of 06/04/2026, Common starting date is 01/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRGX (Putman Absolute Return 300 – C) |
-2.62%
Oct 2020 – Oct 2023 |
-1.05%
Feb 2011 – Feb 2016 |
0.24%
Oct 2013 – Oct 2023 |
1.04%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRGX (Putman Absolute Return 300 – C) |
4.44%
Feb 2023 – Feb 2026 |
4.02%
Feb 2016 – Feb 2021 |
2.51%
Feb 2016 – Feb 2026 |
1.41%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart