Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUTYX (Putnam Global Utilities Cl Y) | NA | -13.93% | -0.72% | -1.04% | 3.65% | NA | NA | … | … |
Data as of 06/26/2019, Common starting date is 12/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUTYX (Putnam Global Utilities Cl Y) | 12/19/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.93 | -0.72 | -1.04 | 3.65 | NA | NA | … | … | -14.60 | -0.40 | 22.40 | 1.53 | -9.69 | 14.58 | 13.73 | 5.11 | -5.37 | 1.72 | 7.56 | -30.36 | 20.05 | 26.96 | -1.18 |
| Sharpe Ratio | NA | -0.51 | -0.09 | -0.09 | 0.21 | NA | NA | … | … | -0.70 | -0.15 | 2.70 | 0.09 | -0.65 | 1.37 | 1.31 | 0.52 | -0.25 | 0.11 | 0.38 | -0.83 | 1.06 | 2.53 | -5.36 |
| Standard Deviation(%) | NA | 30.54 | 19.74 | 17.71 | 16.10 | NA | NA | … | … | 42.29 | 11.24 | 8.09 | 14.73 | 14.91 | 10.63 | 10.42 | 9.80 | 21.22 | 14.97 | 19.81 | 37.50 | 16.14 | 9.41 | 6.31 |
| Draw Down(%) | NA | 24.92 | 24.92 | 24.92 | 24.92 | NA | NA | … | … | 24.92 | 8.53 | 4.71 | 14.84 | 15.98 | 8.62 | 7.95 | 8.23 | 17.56 | 14.73 | 25.07 | 42.20 | 10.02 | 4.68 | 1.18 |
| Yield(%) | 0.00 | 15.27 | 6.87 | 4.61 | 4.68 | 3.44 | 2.58 | … | … | 3.06 | 13.10 | 2.36 | 1.60 | 1.89 | 2.28 | 2.83 | 2.98 | 3.23 | 3.24 | 3.75 | 2.30 | 1.84 | 2.15 | 0.63 |
Data as of 06/26/2019, Common starting date is 12/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTYX (Putnam Global Utilities Cl Y) |
-11.25%
May 2007 – May 2010 |
-5.61%
Nov 2007 – Nov 2012 |
0.57%
Apr 2007 – Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUTYX (Putnam Global Utilities Cl Y) |
11.71%
Jan 2012 – Jan 2015 |
9.93%
Mar 2009 – Mar 2014 |
7.76%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart