Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGEAX (Putnam Global Energy A) | NA | -13.42% | -25.27% | -8.48% | NA | NA | NA | … | … |
Data as of 06/21/2017, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGEAX (Putnam Global Energy A) | 12/29/2008 | 06/21/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | -13.42 | -25.27 | -8.48 | NA | NA | NA | … | … | -23.92 | 23.00 | -34.87 | -19.16 | 15.33 | 1.67 | -3.30 | 14.05 | 26.28 | 3.18 |
| Sharpe Ratio | NA | -0.61 | -0.97 | -0.38 | NA | NA | NA | … | … | -2.05 | 0.81 | -1.32 | -0.97 | 1.10 | 0.09 | -0.10 | 0.58 | 0.78 | 473.13 |
| Standard Deviation(%) | NA | 22.58 | 26.19 | 22.46 | NA | NA | NA | … | … | 21.86 | 27.88 | 26.53 | 19.73 | 13.84 | 19.09 | 31.74 | 24.17 | 33.79 | 10.69 |
| Draw Down(%) | NA | 27.14 | 64.69 | 64.69 | NA | NA | NA | … | … | 26.67 | 20.35 | 41.09 | 36.10 | 7.77 | 21.27 | 30.50 | 21.51 | 24.17 | 0.00 |
| Yield(%) | 0.00 | 0.60 | 2.70 | 2.79 | 3.14 | 2.10 | 1.57 | … | … | 0.00 | 0.64 | 0.00 | 9.41 | 0.74 | 0.71 | 3.99 | 4.94 | 3.08 | 0.03 |
Data as of 06/21/2017, Common starting date is 12/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEAX (Putnam Global Energy A) |
-21.97%
May 2014 – May 2017 |
-13.93%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEAX (Putnam Global Energy A) |
20.35%
Feb 2009 – Feb 2012 |
13.51%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
