Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVSMX (Putnam Capital Spectrum Fd M Share) | NA | 4.62% | -2.53% | -3.13% | 7.98% | NA | NA | … | … |
Data as of 11/25/2019, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVSMX (Putnam Capital Spectrum Fd M Share) | 05/19/2009 | 11/25/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 4.62 | -2.53 | -3.13 | 7.98 | NA | NA | … | … | 18.17 | -24.13 | 3.72 | 1.95 | -9.43 | 11.41 | 34.82 | 23.50 | 8.22 | 21.01 | 25.96 |
| Sharpe Ratio | NA | 0.35 | -0.25 | -0.26 | 0.53 | NA | NA | … | … | 1.51 | -1.39 | 0.27 | 0.11 | -0.71 | 0.93 | 3.79 | 2.25 | 0.39 | 1.40 | 4.12 |
| Standard Deviation(%) | NA | 13.97 | 14.38 | 14.61 | 14.34 | NA | NA | … | … | 12.42 | 18.38 | 11.38 | 16.28 | 13.38 | 12.25 | 9.18 | 10.51 | 20.75 | 14.95 | 10.86 |
| Draw Down(%) | NA | 15.71 | 34.19 | 34.19 | 34.19 | NA | NA | … | … | 9.93 | 30.96 | 11.07 | 13.79 | 15.36 | 9.33 | 3.25 | 7.81 | 22.06 | 12.00 | 4.91 |
| Yield(%) | 0.00 | 0.00 | 1.25 | 2.36 | 4.44 | 3.63 | 2.72 | … | … | 0.00 | 0.00 | 0.00 | 3.86 | 5.11 | 4.24 | 2.30 | 3.43 | 3.92 | 3.31 | 3.99 |
Data as of 11/25/2019, 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 |
|---|---|---|---|---|
| PVSMX (Putnam Capital Spectrum Fd M Share) |
-7.08%
Dec 2015 – Dec 2018 |
-4.14%
Dec 2013 – Dec 2018 |
7.92%
Sep 2009 – Sep 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVSMX (Putnam Capital Spectrum Fd M Share) |
24.84%
Nov 2011 – Nov 2014 |
23.63%
Jun 2009 – Jun 2014 |
9.93%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart