Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVSRX (Putnam Capital Spectrum Fd R Share) | NA | -1.85% | -3.45% | -0.86% | 6.06% | NA | NA | … | … |
Data as of 12/24/2020, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVSRX (Putnam Capital Spectrum Fd R 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 | -1.85 | -3.45 | -0.86 | 6.06 | NA | NA | … | … | -1.38 | 21.36 | -23.94 | 4.02 | 2.18 | -9.21 | 11.70 | 35.13 | 23.88 | 8.43 | 21.38 | 26.14 |
| Sharpe Ratio | NA | -0.08 | -0.22 | -0.09 | 0.36 | NA | NA | … | … | -0.06 | 1.66 | -1.37 | 0.30 | 0.12 | -0.69 | 0.96 | 3.83 | 2.28 | 0.41 | 1.42 | 4.13 |
| Standard Deviation(%) | NA | 25.47 | 19.45 | 17.48 | 15.75 | NA | NA | … | … | 25.66 | 12.01 | 18.38 | 11.39 | 16.30 | 13.38 | 12.22 | 9.16 | 10.53 | 20.74 | 14.97 | 10.91 |
| Draw Down(%) | NA | 32.41 | 39.74 | 42.47 | 42.47 | NA | NA | … | … | 32.41 | 9.93 | 30.81 | 10.99 | 13.77 | 15.25 | 9.28 | 3.24 | 7.79 | 22.03 | 11.94 | 4.97 |
| Yield(%) | 0.00 | 45.44 | 16.60 | 10.96 | 11.31 | 11.27 | 8.46 | … | … | 45.42 | 20.47 | 0.00 | 0.00 | 3.82 | 5.07 | 4.22 | 2.40 | 3.76 | 4.19 | 3.46 | 4.04 |
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 |
|---|---|---|---|---|
| PVSRX (Putnam Capital Spectrum Fd R Share) |
-13.09%
Mar 2017 – Mar 2020 |
-7.37%
Mar 2015 – Mar 2020 |
4.49%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVSRX (Putnam Capital Spectrum Fd R Share) |
25.15%
Nov 2011 – Nov 2014 |
23.96%
Jun 2009 – Jun 2014 |
10.22%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart