Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYSRX (Putnam Eq Spectrum Fd R Share) | NA | -4.78% | -1.93% | 0.84% | 6.59% | NA | NA | … | … |
Data as of 12/24/2020, Common starting date is 05/19/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYSRX (Putnam Eq 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 | -4.78 | -1.93 | 0.84 | 6.59 | NA | NA | … | … | -4.38 | 20.51 | -16.51 | 5.99 | 3.76 | -14.19 | 5.88 | 44.10 | 23.98 | 8.91 | 23.29 | 29.66 |
| Sharpe Ratio | NA | -0.18 | -0.13 | 0.00 | 0.35 | NA | NA | … | … | -0.16 | 1.60 | -1.01 | 0.42 | 0.19 | -0.90 | 0.42 | 4.03 | 1.73 | 0.37 | 1.27 | 2.48 |
| Standard Deviation(%) | NA | 28.62 | 20.63 | 18.83 | 17.61 | NA | NA | … | … | 28.84 | 11.93 | 17.64 | 12.69 | 18.37 | 15.78 | 13.91 | 10.95 | 13.95 | 23.94 | 18.29 | 20.85 |
| Draw Down(%) | NA | 35.56 | 39.67 | 40.30 | 40.30 | NA | NA | … | … | 35.56 | 9.71 | 26.40 | 12.35 | 16.00 | 19.46 | 12.15 | 3.60 | 11.16 | 23.10 | 15.42 | 10.21 |
| Yield(%) | 0.00 | 1.04 | 0.35 | 0.23 | 3.38 | 3.56 | 2.67 | … | … | 1.03 | 0.00 | 0.00 | 0.00 | 0.00 | 7.03 | 3.86 | 1.73 | 4.31 | 5.12 | 0.80 | 0.00 |
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 |
|---|---|---|---|---|
| PYSRX (Putnam Eq Spectrum Fd R Share) |
-11.75%
Mar 2017 – Mar 2020 |
-6.57%
Mar 2015 – Mar 2020 |
4.89%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYSRX (Putnam Eq Spectrum Fd R Share) |
26.59%
Sep 2011 – Sep 2014 |
26.83%
Jun 2009 – Jun 2014 |
11.61%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart