Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PURYX (PUTNAM RESEARCH FUND CLASS Y SHARES) | 13.93% | 33.77% | 24.85% | 11.80% | 14.55% | 13.76% | 10.65% | … | … |
Data as of 06/04/2026, Common starting date is 11/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PURYX (PUTNAM RESEARCH FUND CLASS Y SHARES) | 11/20/2000 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 33.77 | 24.85 | 11.80 | 14.55 | 13.76 | 10.65 | … | … | 13.93 | 18.49 | 26.53 | 29.14 | -23.27 | 15.54 | 18.58 | 33.17 | -4.55 | 23.53 | 10.51 | -1.45 | 14.91 | 33.18 | 17.87 | -1.23 | 16.59 | 34.60 | -38.19 | 0.67 | 11.65 | 5.24 | 7.80 | 25.55 | -22.09 | -18.89 | -5.96 |
| Sharpe Ratio | NA | 2.65 | 1.46 | 0.53 | 0.71 | NA | NA | … | … | 2.45 | 0.82 | 1.78 | 1.96 | -0.96 | 1.03 | 0.54 | 2.53 | -0.36 | 3.23 | 0.76 | -0.10 | 1.25 | 2.95 | 1.35 | -0.05 | 0.90 | 1.26 | -0.95 | -0.15 | 0.74 | 0.27 | 0.61 | 1.43 | -0.85 | -0.89 | -1.83 |
| Standard Deviation(%) | NA | 12.12 | 15.08 | 17.74 | 18.34 | NA | NA | … | … | 13.76 | 19.04 | 12.86 | 13.12 | 25.78 | 15.01 | 33.81 | 12.53 | 16.43 | 7.10 | 13.53 | 15.50 | 11.89 | 11.22 | 13.32 | 24.41 | 18.43 | 27.37 | 40.99 | 16.68 | 11.14 | 10.97 | 11.25 | 17.35 | 27.26 | 24.42 | 26.19 |
| Draw Down(%) | NA | 8.19 | 20.21 | 30.71 | 33.34 | NA | NA | … | … | 8.19 | 20.21 | 8.90 | 8.56 | 24.89 | 12.18 | 33.34 | 6.81 | 19.07 | 1.97 | 11.88 | 13.50 | 8.29 | 5.80 | 10.50 | 21.32 | 16.36 | 25.10 | 48.61 | 13.07 | 8.95 | 7.58 | 10.49 | 15.41 | 34.21 | 35.88 | 11.82 |
| Yield(%) | 0.00 | 12.24 | 9.12 | 5.12 | 7.54 | 8.97 | 7.23 | … | … | 0.00 | 12.38 | 9.16 | 0.65 | 1.07 | 0.30 | 0.90 | 9.17 | 12.69 | 1.88 | 1.43 | 1.39 | 1.38 | 1.18 | 1.53 | 1.13 | 0.90 | 1.33 | 0.91 | 0.62 | 0.40 | 0.59 | 0.79 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PURYX (PUTNAM RESEARCH FUND CLASS Y SHARES) |
-17.14%
Feb 2006 – Feb 2009 |
-8.38%
Feb 2004 – Feb 2009 |
-0.34%
Jan 2001 – Jan 2011 |
3.02%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PURYX (PUTNAM RESEARCH FUND CLASS Y SHARES) |
26.55%
Feb 2009 – Feb 2012 |
24.23%
Feb 2009 – Feb 2014 |
16.82%
Feb 2009 – Feb 2019 |
15.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart