Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PUGCX (PUTNAM GLOBAL EQUITY FUND CLASS C SHARES) | 18.46% | 17.50% | 12.85% | 1.47% | 2.29% | 5.68% | 3.92% | 0.45% |
Data as of 06/20/2025, AR inception is 03/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUGCX (PUTNAM GLOBAL EQUITY FUND CLASS C SHARES) | 03/01/2000 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 17.50 | 12.85 | 1.47 | 2.29 | 5.68 | 3.92 | 0.45 | 18.46 | 2.69 | 18.21 | -18.80 | -21.42 | 9.29 | 25.68 | -13.29 | 27.21 | 0.22 | -2.68 | 0.75 | 30.68 | 18.90 | -5.53 | 9.00 | 28.80 | -45.82 | 8.04 | 22.10 | 8.07 | 12.59 | 27.94 | -23.09 | -30.31 | -33.41 |
| Sharpe Ratio | NA | 0.93 | 0.65 | -0.02 | 0.05 | NA | NA | -0.04 | 2.32 | -0.33 | 1.13 | -0.89 | -0.63 | 0.28 | 2.12 | -0.93 | 3.78 | 0.00 | -0.18 | 0.06 | 2.28 | 1.22 | -0.21 | 0.44 | 1.07 | -1.11 | 0.27 | 1.49 | 0.61 | 1.00 | 1.89 | -1.17 | -1.45 | -1.53 |
| Standard Deviation(%) | NA | 15.29 | 15.49 | 21.31 | 19.93 | NA | NA | 20.66 | 17.61 | 11.94 | 12.47 | 22.69 | 34.24 | 32.08 | 11.43 | 15.79 | 7.06 | 15.04 | 14.94 | 12.79 | 13.44 | 15.59 | 26.57 | 20.38 | 26.80 | 42.06 | 18.54 | 12.69 | 9.63 | 11.61 | 14.44 | 20.62 | 22.89 | 27.89 |
| Draw Down(%) | NA | 11.25 | 19.80 | 52.59 | 52.59 | NA | NA | 71.57 | 11.12 | 9.52 | 11.45 | 32.67 | 31.72 | 35.82 | 6.11 | 23.31 | 1.98 | 13.47 | 15.13 | 12.30 | 8.45 | 14.69 | 26.03 | 18.75 | 27.36 | 56.67 | 13.26 | 13.79 | 7.53 | 9.55 | 14.83 | 32.41 | 43.49 | 38.50 |
| Yield(%) | 0.00 | 3.12 | 1.99 | 0.89 | 0.60 | 0.89 | 0.91 | 0.77 | 0.00 | 3.26 | 0.06 | 1.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.92 | 0.06 | 0.00 | 0.00 | 0.09 | 1.76 | 0.64 | 2.60 | 0.00 | 2.24 | 1.13 | 0.09 | 0.00 | 1.66 | 0.00 | 0.00 | 10.87 |
Data as of 06/20/2025, AR inception is 03/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUGCX (PUTNAM GLOBAL EQUITY FUND CLASS C SHARES) |
-25.76%
Apr 2000 - Apr 2003 |
-11.21%
Apr 2000 - Apr 2005 |
-6.24%
Jun 2000 - Jun 2010 |
-1.04%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUGCX (PUTNAM GLOBAL EQUITY FUND CLASS C SHARES) |
22.72%
Feb 2009 - Feb 2012 |
21.27%
Feb 2009 - Feb 2014 |
11.94%
Feb 2009 - Feb 2019 |
7.83%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart