Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQRX (PUTNAM EQUITY INCOME FUND CLASS R SHARES) | 8.69% | 26.06% | 20.21% | 10.32% | 11.70% | 11.54% | 9.52% | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQRX (PUTNAM EQUITY INCOME FUND CLASS R SHARES) | 03/19/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 26.06 | 20.21 | 10.32 | 11.70 | 11.54 | 9.52 | … | … | 8.69 | 19.78 | 18.71 | 15.12 | -8.07 | 19.27 | 0.94 | 29.59 | -8.29 | 18.42 | 13.27 | -3.48 | 12.19 | 31.37 | 18.68 | 1.46 | 12.10 | 26.85 | -31.39 | 2.82 | 17.87 | -3.85 | 10.69 | 30.64 |
| Sharpe Ratio | NA | 2.18 | 1.35 | 0.53 | 0.59 | NA | NA | … | … | 1.56 | 1.10 | 1.48 | 0.94 | -0.48 | 1.30 | 0.02 | 2.43 | -0.62 | 2.50 | 0.96 | -0.23 | 1.09 | 2.78 | 1.40 | 0.06 | 0.64 | 0.95 | -0.80 | -0.02 | 1.55 | -0.48 | 0.93 | 3.02 |
| Standard Deviation(%) | NA | 10.72 | 12.51 | 14.72 | 17.24 | NA | NA | … | … | 12.14 | 15.45 | 10.20 | 12.34 | 19.99 | 14.81 | 35.93 | 11.57 | 15.54 | 7.15 | 13.55 | 15.01 | 11.12 | 11.25 | 13.38 | 24.86 | 18.86 | 28.11 | 40.09 | 16.26 | 9.35 | 12.78 | 10.44 | 13.11 |
| Draw Down(%) | NA | 7.23 | 15.18 | 18.65 | 36.07 | NA | NA | … | … | 7.23 | 14.46 | 7.18 | 8.86 | 15.41 | 9.94 | 36.07 | 6.55 | 20.05 | 3.49 | 10.68 | 12.96 | 8.09 | 5.21 | 13.09 | 22.42 | 17.30 | 25.76 | 44.21 | 12.22 | 7.38 | 8.26 | 7.51 | 4.52 |
| Yield(%) | 0.00 | 5.50 | 6.71 | 4.17 | 5.15 | 6.88 | 6.02 | … | … | 0.00 | 5.93 | 7.40 | 5.50 | 1.46 | 1.12 | 1.26 | 4.46 | 5.09 | 3.40 | 2.30 | 5.15 | 9.60 | 10.43 | 5.37 | 1.77 | 1.34 | 1.86 | 1.63 | 10.78 | 12.32 | 0.00 | 0.00 | 0.87 |
Data as of 06/05/2026, Common starting date is 03/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQRX (PUTNAM EQUITY INCOME FUND CLASS R SHARES) |
-12.25%
Feb 2006 – Feb 2009 |
-6.26%
Feb 2004 – Feb 2009 |
6.16%
Sep 2005 – Sep 2015 |
5.81%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQRX (PUTNAM EQUITY INCOME FUND CLASS R SHARES) |
23.92%
Sep 2011 – Sep 2014 |
21.97%
Feb 2009 – Feb 2014 |
14.78%
Feb 2009 – Feb 2019 |
12.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart