Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTRKX (Putman Absolute Return 300 – R) | -0.23% | 4.01% | 3.78% | 1.37% | 2.50% | 1.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTRKX (Putman Absolute Return 300 – R) | 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 | 4.01 | 3.78 | 1.37 | 2.50 | 1.68 | NA | … | … | -0.23 | 6.77 | 1.75 | 4.27 | -0.78 | -4.10 | 0.31 | 8.80 | 0.34 | 4.96 | 1.75 | -2.12 | 1.27 | 4.12 | 5.37 | -4.62 | 3.07 | 7.87 |
| Sharpe Ratio | NA | 0.53 | 0.15 | -0.23 | 0.21 | NA | NA | … | … | -0.72 | 0.89 | -0.35 | 0.09 | -0.78 | -1.93 | 0.01 | 1.52 | -0.59 | 2.57 | 0.57 | -0.77 | 0.47 | 1.99 | 2.76 | -1.45 | 1.46 | 4.44 |
| Standard Deviation(%) | NA | 3.74 | 5.23 | 4.67 | 4.13 | NA | NA | … | … | 3.85 | 4.39 | 5.34 | 6.67 | 2.84 | 2.13 | 5.26 | 4.81 | 1.75 | 1.68 | 2.68 | 2.81 | 2.67 | 2.05 | 1.94 | 3.21 | 2.04 | 1.76 |
| Draw Down(%) | NA | 2.85 | 6.17 | 9.78 | 12.08 | NA | NA | … | … | 2.85 | 2.52 | 4.07 | 7.49 | 4.52 | 5.94 | 11.42 | 3.15 | 2.51 | 0.50 | 4.84 | 3.27 | 2.22 | 1.66 | 1.25 | 7.22 | 1.11 | 0.56 |
| Yield(%) | 0.00 | 3.50 | 3.85 | 3.86 | 3.74 | 3.02 | 2.68 | … | … | 1.22 | 3.95 | 4.02 | 4.23 | 5.27 | 3.98 | 2.85 | 4.12 | 2.85 | 4.23 | 2.57 | 3.68 | 3.35 | 3.81 | 1.30 | 0.72 | 3.44 | 0.77 |
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 |
|---|---|---|---|---|
| PTRKX (Putman Absolute Return 300 – R) |
-2.14%
Oct 2020 – Oct 2023 |
-0.56%
Feb 2011 – Feb 2016 |
0.74%
Oct 2013 – Oct 2023 |
1.56%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRKX (Putman Absolute Return 300 – R) |
4.96%
Feb 2023 – Feb 2026 |
4.53%
Feb 2016 – Feb 2021 |
3.03%
Feb 2016 – Feb 2026 |
1.94%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart