Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUTCX (Putnam Global Utilities Cl C) | NA | -15.05% | -1.71% | -2.03% | 2.62% | 3.14% | NA | … | … |
Data as of 06/26/2019, Common starting date is 09/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUTCX (Putnam Global Utilities Cl C) | 09/17/1999 | 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.05 | -1.71 | -2.03 | 2.62 | 3.14 | NA | … | … | -15.31 | -1.35 | 21.25 | 0.70 | -10.55 | 13.49 | 12.50 | 4.09 | -6.36 | 0.70 | 6.54 | -31.08 | 18.85 | 25.75 | 7.92 | 20.49 | 23.70 | -24.51 | -23.02 | 3.98 | -8.48 |
| Sharpe Ratio | NA | -0.54 | -0.14 | -0.15 | 0.14 | NA | NA | … | … | -0.72 | -0.24 | 2.55 | 0.03 | -0.71 | 1.28 | 1.19 | 0.41 | -0.30 | 0.04 | 0.33 | -0.85 | 0.98 | 2.40 | 0.55 | 2.16 | 1.94 | -1.16 | -1.68 | 0.00 | -1.74 |
| Standard Deviation(%) | NA | 30.72 | 19.83 | 17.75 | 16.13 | NA | NA | … | … | 42.56 | 11.22 | 8.11 | 14.66 | 14.87 | 10.54 | 10.51 | 9.88 | 21.21 | 14.98 | 19.66 | 37.43 | 16.20 | 9.41 | 10.38 | 9.04 | 11.83 | 22.10 | 15.31 | 18.42 | 17.13 |
| Draw Down(%) | NA | 25.13 | 25.13 | 25.13 | 25.13 | NA | NA | … | … | 25.13 | 8.59 | 4.75 | 14.95 | 16.69 | 8.83 | 8.01 | 8.38 | 17.94 | 14.97 | 25.14 | 42.58 | 10.26 | 4.71 | 8.51 | 7.64 | 13.67 | 38.41 | 25.68 | 12.22 | 11.35 |
| Yield(%) | 0.00 | 14.18 | 5.87 | 3.67 | 3.55 | 3.26 | 1.95 | … | … | 2.56 | 12.17 | 1.21 | 0.83 | 0.94 | 1.22 | 1.79 | 1.98 | 2.30 | 2.29 | 2.82 | 1.44 | 0.77 | 1.08 | 1.45 | 1.33 | 1.56 | 1.64 | 1.89 | 3.14 | 1.49 |
Data as of 06/26/2019, Common starting date is 09/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTCX (Putnam Global Utilities Cl C) |
-19.98%
Oct 1999 – Oct 2002 |
-6.55%
Nov 2007 – Nov 2012 |
-1.10%
Oct 1999 – Oct 2009 |
0.32%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTCX (Putnam Global Utilities Cl C) |
22.88%
Sep 2002 – Sep 2005 |
20.85%
Oct 2002 – Oct 2007 |
6.91%
Mar 2003 – Mar 2013 |
6.65%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart