Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVSBX (Putnam Capital Spectrum Fd B Share) | NA | -2.18% | -3.89% | -1.33% | 5.54% | NA | NA | … | … |
Data as of 12/24/2020, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVSBX (Putnam Capital Spectrum Fd B Share) | 05/19/2009 | 12/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.18 | -3.89 | -1.33 | 5.54 | NA | NA | … | … | -1.74 | 20.76 | -24.32 | 3.49 | 1.66 | -9.66 | 11.16 | 34.45 | 23.26 | 7.90 | 20.72 | 25.82 |
| Sharpe Ratio | NA | -0.10 | -0.24 | -0.12 | 0.33 | NA | NA | … | … | -0.08 | 1.62 | -1.40 | 0.25 | 0.09 | -0.72 | 0.91 | 3.76 | 2.23 | 0.38 | 1.38 | 4.09 |
| Standard Deviation(%) | NA | 25.44 | 19.44 | 17.47 | 15.75 | NA | NA | … | … | 25.63 | 11.98 | 18.38 | 11.38 | 16.31 | 13.40 | 12.22 | 9.16 | 10.51 | 20.73 | 14.94 | 10.89 |
| Draw Down(%) | NA | 32.45 | 40.38 | 43.23 | 43.23 | NA | NA | … | … | 32.45 | 9.96 | 31.10 | 11.10 | 13.85 | 15.49 | 9.39 | 3.30 | 7.87 | 22.11 | 12.05 | 4.91 |
| Yield(%) | 0.00 | 47.10 | 16.87 | 11.03 | 11.10 | 11.01 | 8.26 | … | … | 47.08 | 20.56 | 0.00 | 0.00 | 3.90 | 5.15 | 4.26 | 2.31 | 3.29 | 3.84 | 2.96 | 3.85 |
Data as of 12/24/2020, Common starting date is 05/19/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVSBX (Putnam Capital Spectrum Fd B Share) |
-13.52%
Mar 2017 – Mar 2020 |
-7.83%
Mar 2015 – Mar 2020 |
3.97%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVSBX (Putnam Capital Spectrum Fd B Share) |
24.54%
Nov 2011 – Nov 2014 |
23.32%
Jun 2009 – Jun 2014 |
9.66%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart