Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEQUX (PUTNAM GLOBAL EQUITY FUND CLASS A SHARES) | 9.83% | 25.20% | 18.13% | 2.05% | 6.77% | 6.79% | 5.52% | … | … |
Data as of 06/08/2026, Common starting date is 01/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEQUX (PUTNAM GLOBAL EQUITY FUND CLASS A SHARES) | 01/03/1986 | 06/08/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.05 | 25.20 | 18.13 | 2.05 | 6.77 | 6.79 | 5.52 | … | … | 9.83 | 36.14 | 3.53 | 19.05 | -18.17 | -18.33 | 10.12 | 26.66 | -12.63 | 28.08 | 1.01 | -1.89 | 1.46 | 31.65 | 19.83 | -4.85 | 9.72 | 29.80 | -45.42 | 8.87 | 23.12 | 8.69 | 13.55 | 28.97 | -21.99 | -29.69 | -32.60 | 64.77 | 34.50 | 26.25 | 24.01 | 18.66 | -4.01 | 31.84 | 0.24 | 17.93 | -9.17 | 24.60 | 7.70 | -14.48 | 31.01 |
| Sharpe Ratio | NA | 1.45 | 1.05 | -0.03 | 0.27 | NA | NA | … | … | 1.04 | 2.26 | -0.01 | 1.25 | -0.86 | -0.58 | 0.31 | 2.20 | -0.89 | 3.88 | 0.05 | -0.13 | 0.11 | 2.36 | 1.28 | -0.18 | 0.47 | 1.12 | -1.10 | 0.31 | 1.57 | 0.66 | 1.10 | 2.00 | -1.12 | -1.42 | -1.28 | 3.63 | 1.54 | 1.27 | 2.10 | 1.84 | -0.82 | 4.50 | -0.23 | 1.11 | -0.85 | 1.85 | 0.29 | -0.65 | 2.33 |
| Standard Deviation(%) | NA | 15.58 | 14.12 | 20.48 | 19.36 | NA | NA | … | … | 19.53 | 14.80 | 11.90 | 12.41 | 22.79 | 31.39 | 31.99 | 11.46 | 15.78 | 7.10 | 15.03 | 14.85 | 12.83 | 13.40 | 15.61 | 26.60 | 20.60 | 26.61 | 42.13 | 18.60 | 12.64 | 9.77 | 11.46 | 14.15 | 20.65 | 22.94 | 28.85 | 16.89 | 20.14 | 17.70 | 9.61 | 7.97 | 8.67 | 6.56 | 9.85 | 12.56 | 17.22 | 10.06 | 9.79 | 28.56 | 11.51 |
| Draw Down(%) | NA | 11.80 | 11.80 | 50.78 | 50.78 | NA | NA | … | … | 11.80 | 11.07 | 9.47 | 11.27 | 32.28 | 29.51 | 35.75 | 6.00 | 22.80 | 1.99 | 13.46 | 14.87 | 12.15 | 8.37 | 14.61 | 25.75 | 18.74 | 27.37 | 56.46 | 13.25 | 13.65 | 7.48 | 9.13 | 14.56 | 31.50 | 43.20 | 40.13 | 10.13 | 28.21 | 11.89 | 6.36 | 4.88 | 10.67 | 3.00 | 9.03 | 8.07 | 20.24 | 6.96 | 9.70 | 37.13 | 6.05 |
| Yield(%) | 0.00 | 7.41 | 4.77 | 2.22 | 2.17 | 2.26 | 2.14 | … | … | 0.00 | 8.84 | 3.77 | 1.18 | 2.22 | 0.15 | 0.58 | 0.06 | 0.00 | 0.44 | 1.61 | 0.54 | 0.60 | 0.55 | 0.90 | 2.42 | 1.23 | 3.30 | 0.09 | 2.91 | 1.87 | 0.90 | 0.27 | 2.58 | 0.74 | 0.13 | 9.10 | 14.30 | 8.91 | 31.99 | 14.98 | 9.86 | 0.15 | 2.32 | 1.04 | 4.11 | 7.11 | 0.80 | 0.44 | 6.68 | 1.76 |
Data as of 06/08/2026, Common starting date is 01/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQUX (PUTNAM GLOBAL EQUITY FUND CLASS A SHARES) |
-30.86%
Mar 2000 – Mar 2003 |
-12.55%
Mar 2000 – Mar 2005 |
-6.11%
Feb 2000 – Feb 2010 |
-0.46%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEQUX (PUTNAM GLOBAL EQUITY FUND CLASS A SHARES) |
42.45%
Mar 1997 – Mar 2000 |
34.41%
Mar 1995 – Mar 2000 |
19.87%
Mar 1990 – Mar 2000 |
10.79%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart