Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PULRX (PUTNAM GLOBAL UTILITIES FUND CLASS R SHARES) | NA | -14.42% | -1.06% | -1.44% | 3.19% | 3.60% | NA | … | … |
Data as of 06/26/2019, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PULRX (PUTNAM GLOBAL UTILITIES FUND CLASS R SHARES) | 12/17/2003 | 06/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.42 | -1.06 | -1.44 | 3.19 | 3.60 | NA | … | … | -14.89 | -0.83 | 21.82 | 1.45 | -10.17 | 14.06 | 13.18 | 4.60 | -5.94 | 1.30 | 6.97 | -30.69 | 19.47 | 26.30 | 7.10 | 21.08 | 3.06 |
| Sharpe Ratio | NA | -0.52 | -0.11 | -0.12 | 0.18 | NA | NA | … | … | -0.71 | -0.19 | 2.64 | 0.08 | -0.69 | 1.32 | 1.26 | 0.47 | -0.28 | 0.08 | 0.35 | -0.84 | 1.02 | 2.46 | 0.48 | 2.21 | 25.48 |
| Standard Deviation(%) | NA | 30.52 | 19.71 | 17.66 | 16.10 | NA | NA | … | … | 42.25 | 11.24 | 8.05 | 14.56 | 14.86 | 10.68 | 10.47 | 9.83 | 21.30 | 15.06 | 19.66 | 37.37 | 16.17 | 9.38 | 10.35 | 9.13 | 5.17 |
| Draw Down(%) | NA | 24.89 | 24.89 | 24.89 | 24.89 | NA | NA | … | … | 24.89 | 8.53 | 4.71 | 14.59 | 16.33 | 8.69 | 7.97 | 8.26 | 17.75 | 14.80 | 25.05 | 42.39 | 10.09 | 4.69 | 8.55 | 7.72 | 0.00 |
| Yield(%) | 0.00 | 14.68 | 6.49 | 4.16 | 4.13 | 3.83 | 3.07 | … | … | 2.79 | 12.58 | 1.81 | 1.62 | 1.13 | 1.75 | 2.28 | 2.49 | 2.77 | 2.76 | 3.30 | 1.91 | 1.34 | 1.65 | 0.57 | 1.93 | 0.43 |
Data as of 06/26/2019, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PULRX (PUTNAM GLOBAL UTILITIES FUND CLASS R SHARES) |
-11.68%
May 2007 – May 2010 |
-6.08%
Nov 2007 – Nov 2012 |
0.11%
Apr 2007 – Apr 2017 |
5.17%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PULRX (PUTNAM GLOBAL UTILITIES FUND CLASS R SHARES) |
22.59%
May 2004 – May 2007 |
9.39%
Mar 2009 – Mar 2014 |
7.29%
Mar 2009 – Mar 2019 |
5.56%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart