Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PUTBX (PUTNAM GLOBAL UTILITIES FUND CLASS B SHARES) | NA | -14.89% | -1.56% | -1.95% | 2.67% | 3.18% | 1.37% | 3.75% |
Data as of 06/26/2019, AR inception is 04/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUTBX (PUTNAM GLOBAL UTILITIES FUND CLASS B SHARES) | 04/24/1992 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.89 | -1.56 | -1.95 | 2.67 | 3.18 | 1.37 | 3.75 | -15.09 | -1.35 | 21.13 | 1.02 | -10.60 | 13.49 | 12.62 | 4.09 | -6.37 | 0.64 | 6.55 | -31.08 | 18.83 | 25.82 | 7.95 | 20.31 | 23.82 | -24.51 | -23.08 | 16.49 | -1.78 | 14.07 | 25.84 | 13.67 | 25.14 | -11.75 | 5.56 | 5.41 |
| Sharpe Ratio | NA | -0.54 | -0.13 | -0.14 | 0.15 | NA | NA | 0.13 | -0.72 | -0.24 | 2.54 | 0.06 | -0.72 | 1.27 | 1.20 | 0.41 | -0.30 | 0.04 | 0.33 | -0.85 | 0.98 | 2.40 | 0.56 | 2.13 | 1.95 | -1.15 | -1.69 | 0.87 | -0.46 | 0.99 | 2.45 | 1.26 | 3.31 | -1.64 | 0.48 | 1.03 |
| Standard Deviation(%) | NA | 30.55 | 19.73 | 17.66 | 16.10 | NA | NA | 15.42 | 42.29 | 11.21 | 8.11 | 14.60 | 14.83 | 10.62 | 10.47 | 9.82 | 21.33 | 15.00 | 19.73 | 37.32 | 16.15 | 9.44 | 10.30 | 9.08 | 11.86 | 22.20 | 15.27 | 14.38 | 10.81 | 10.83 | 9.08 | 7.98 | 6.43 | 8.97 | 7.20 | 5.53 |
| Draw Down(%) | NA | 24.92 | 24.92 | 24.92 | 24.92 | NA | NA | 52.16 | 24.92 | 8.55 | 4.80 | 14.75 | 16.72 | 8.81 | 8.06 | 8.35 | 17.91 | 15.02 | 25.09 | 42.65 | 10.21 | 4.80 | 8.50 | 7.77 | 13.67 | 38.40 | 25.66 | 8.81 | 9.23 | 10.02 | 5.59 | 6.51 | 2.24 | 12.85 | 8.31 | 5.04 |
| Yield(%) | 0.00 | 14.08 | 5.91 | 3.68 | 3.55 | 3.24 | 2.71 | 4.53 | 2.52 | 12.11 | 1.20 | 1.07 | 0.91 | 1.19 | 1.75 | 1.98 | 2.26 | 2.23 | 2.75 | 1.39 | 0.69 | 1.07 | 1.38 | 1.28 | 1.51 | 1.66 | 1.84 | 14.85 | 8.56 | 5.60 | 11.41 | 9.52 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2019, AR inception is 04/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTBX (PUTNAM GLOBAL UTILITIES FUND CLASS B SHARES) |
-15.16%
Sep 1999 - Sep 2002 |
-7.24%
Mar 1998 - Mar 2003 |
-0.38%
Apr 2007 - Apr 2017 |
0.93%
Dec 2000 - Dec 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTBX (PUTNAM GLOBAL UTILITIES FUND CLASS B SHARES) |
22.89%
Sep 2002 - Sep 2005 |
20.83%
Oct 2002 - Oct 2007 |
7.94%
Apr 1997 - Apr 2007 |
7.87%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart