Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PUGIX (PUTNAM GLOBAL UTILITIES FUND CLASS A SHARES) | NA | -14.20% | -0.83% | -1.19% | 3.45% | 3.96% | 2.23% | 4.51% |
Data as of 06/26/2019, AR inception is 11/19/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUGIX (PUTNAM GLOBAL UTILITIES FUND CLASS A SHARES) | 11/19/1990 | 06/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.20 | -0.83 | -1.19 | 3.45 | 3.96 | 2.23 | 4.51 | -14.78 | -0.64 | 22.08 | 1.78 | -9.92 | 14.39 | 13.34 | 4.94 | -5.70 | 1.57 | 7.39 | -30.55 | 19.75 | 26.65 | 8.74 | 21.38 | 24.60 | -22.55 | -22.49 | 17.32 | -0.97 | 14.84 | 26.82 | 14.34 | 25.17 | -11.72 | 5.66 | 0.75 | 7.27 | 2.00 |
| Sharpe Ratio | NA | -0.52 | -0.09 | -0.10 | 0.19 | NA | NA | 0.17 | -0.70 | -0.18 | 2.66 | 0.11 | -0.67 | 1.35 | 1.27 | 0.50 | -0.27 | 0.10 | 0.37 | -0.84 | 1.04 | 2.51 | 0.63 | 2.25 | 2.01 | -1.07 | -1.65 | 0.92 | -0.39 | 1.07 | 2.56 | 1.34 | 3.30 | -1.62 | 0.48 | -0.28 | 0.43 | 1.79 |
| Standard Deviation(%) | NA | 30.51 | 19.70 | 17.67 | 16.11 | NA | NA | 15.14 | 42.25 | 11.23 | 8.10 | 14.60 | 14.88 | 10.65 | 10.49 | 9.86 | 21.27 | 15.09 | 19.79 | 37.31 | 16.12 | 9.36 | 10.36 | 9.08 | 11.88 | 22.09 | 15.27 | 14.36 | 10.87 | 10.78 | 9.07 | 8.00 | 6.47 | 9.04 | 7.44 | 5.88 | 8.09 | 8.19 |
| Draw Down(%) | NA | 24.90 | 24.90 | 24.90 | 24.90 | NA | NA | 50.92 | 24.90 | 8.52 | 4.71 | 14.39 | 16.15 | 8.60 | 7.95 | 8.32 | 17.67 | 14.69 | 25.07 | 42.32 | 10.09 | 4.68 | 8.54 | 7.65 | 13.60 | 37.29 | 25.14 | 8.75 | 9.07 | 9.73 | 5.48 | 6.56 | 2.18 | 12.80 | 8.37 | 7.42 | 9.17 | 1.59 |
| Yield(%) | 0.00 | 14.97 | 6.76 | 4.45 | 4.46 | 4.28 | 3.38 | 5.51 | 2.92 | 12.84 | 2.07 | 1.88 | 1.65 | 2.01 | 2.56 | 2.73 | 2.98 | 3.09 | 3.51 | 2.08 | 1.56 | 1.89 | 2.20 | 2.09 | 2.30 | 3.78 | 2.50 | 15.62 | 9.29 | 6.36 | 12.15 | 10.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2019, AR inception is 11/19/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUGIX (PUTNAM GLOBAL UTILITIES FUND CLASS A SHARES) |
-14.13%
Sep 1999 - Sep 2002 |
-6.19%
Mar 1998 - Mar 2003 |
0.39%
Apr 2007 - Apr 2017 |
1.82%
Dec 2000 - Dec 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUGIX (PUTNAM GLOBAL UTILITIES FUND CLASS A SHARES) |
24.00%
Sep 2002 - Sep 2005 |
21.90%
Oct 2002 - Oct 2007 |
9.34%
Dec 1990 - Dec 2000 |
8.63%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart