Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQMX (PUTNAM GLOBAL EQUITY FUND CLASS M SHARES) | NA | 14.24% | 10.83% | 5.30% | 7.97% | 5.60% | 1.70% | … | … |
Data as of 11/25/2019, Common starting date is 11/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQMX (PUTNAM GLOBAL EQUITY FUND CLASS M SHARES) | 11/21/1995 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 14.24 | 10.83 | 5.30 | 7.97 | 5.60 | 1.70 | … | … | 21.83 | -13.07 | 27.50 | 0.48 | -2.41 | 0.93 | 30.95 | 19.28 | -5.34 | 9.19 | 29.03 | -45.66 | 8.31 | 22.50 | 8.18 | 12.98 | 28.07 | -22.72 | -30.14 | -30.79 | 63.91 | 28.17 | 12.68 | 61.65 | -0.26 |
| Sharpe Ratio | NA | 1.04 | 0.81 | 0.34 | 0.47 | NA | NA | … | … | 1.95 | -0.91 | 3.81 | 0.02 | -0.16 | 0.07 | 2.33 | 1.25 | -0.20 | 0.44 | 1.08 | -1.10 | 0.29 | 1.52 | 0.61 | 1.05 | 1.91 | -1.16 | -1.43 | -1.24 | 3.60 | 1.26 | -3.16 | 1.78 | -0.42 |
| Standard Deviation(%) | NA | 13.68 | 12.02 | 13.35 | 16.12 | NA | NA | … | … | 11.77 | 15.79 | 7.08 | 15.07 | 14.85 | 12.81 | 13.27 | 15.56 | 26.42 | 20.60 | 26.75 | 42.10 | 18.58 | 12.65 | 9.88 | 11.43 | 14.32 | 20.55 | 23.00 | 28.03 | 16.85 | 19.78 | 13.42 | 32.30 | 14.77 |
| Draw Down(%) | NA | 14.23 | 23.09 | 23.09 | 25.92 | NA | NA | … | … | 6.05 | 23.09 | 1.94 | 13.45 | 15.01 | 12.23 | 8.46 | 14.67 | 25.92 | 18.80 | 27.46 | 56.64 | 13.33 | 13.82 | 7.61 | 9.41 | 14.81 | 32.32 | 43.37 | 38.40 | 10.16 | 28.29 | 11.91 | 6.39 | 4.02 |
| Yield(%) | 0.00 | 0.00 | 0.39 | 0.25 | 0.75 | 0.86 | 1.48 | … | … | 0.00 | 0.00 | 0.00 | 1.18 | 0.05 | 0.11 | 0.00 | 0.35 | 2.00 | 0.76 | 2.87 | 0.00 | 2.45 | 1.37 | 0.36 | 0.00 | 2.02 | 0.00 | 0.00 | 11.21 | 14.38 | 3.25 | 20.36 | 11.04 | 0.70 |
Data as of 11/25/2019, Common starting date is 11/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQMX (PUTNAM GLOBAL EQUITY FUND CLASS M SHARES) |
-30.68%
Mar 2000 – Mar 2003 |
-12.58%
Mar 2000 – Mar 2005 |
-6.37%
Feb 2000 – Feb 2010 |
-0.80%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQMX (PUTNAM GLOBAL EQUITY FUND CLASS M SHARES) |
34.77%
Mar 1997 – Mar 2000 |
21.53%
Feb 2009 – Feb 2014 |
12.21%
Feb 2009 – Feb 2019 |
8.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart