Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGEYX (GEORGE PUTNAM FUND OF BOSTON CLASS Y SHARES) | 5.27% | 17.50% | 15.36% | 6.79% | 9.07% | 8.87% | 6.49% | … | … |
Data as of 06/10/2026, Common starting date is 05/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGEYX (GEORGE PUTNAM FUND OF BOSTON CLASS Y SHARES) | 05/09/1994 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.39 | 17.50 | 15.36 | 6.79 | 9.07 | 8.87 | 6.49 | … | … | 5.27 | 14.31 | 17.05 | 20.17 | -17.38 | 6.53 | 9.63 | 24.46 | -2.82 | 14.91 | 8.16 | -0.85 | 10.78 | 18.08 | 12.60 | 2.97 | 11.39 | 26.15 | -40.05 | 1.04 | 12.51 | 4.29 | 7.50 | 14.77 | -11.57 | -2.56 | 5.52 | -9.79 | 3.02 | 13.65 | 10.44 | 25.23 | 1.24 |
| Sharpe Ratio | NA | 2.04 | 1.28 | 0.39 | 0.63 | NA | NA | … | … | 1.28 | 0.97 | 1.54 | 1.85 | -1.16 | 0.55 | 0.44 | 3.05 | -0.41 | 3.34 | 0.95 | -0.09 | 1.53 | 2.64 | 1.74 | 0.22 | 1.14 | 1.65 | -1.44 | -0.22 | 1.44 | 0.32 | 0.97 | 1.45 | -0.87 | -0.51 | 0.12 | -1.02 | -0.04 | 0.86 | 0.76 | 3.26 | -0.21 |
| Standard Deviation(%) | NA | 8.35 | 9.97 | 11.87 | 11.86 | NA | NA | … | … | 9.87 | 11.81 | 8.70 | 9.03 | 16.27 | 11.86 | 21.23 | 7.53 | 10.37 | 4.29 | 8.37 | 9.70 | 7.04 | 6.82 | 7.25 | 13.22 | 9.89 | 15.82 | 28.49 | 9.44 | 6.36 | 6.43 | 6.74 | 9.70 | 14.69 | 10.03 | 11.03 | 12.87 | 12.52 | 11.61 | 8.88 | 6.53 | 6.99 |
| Draw Down(%) | NA | 5.72 | 12.56 | 26.41 | 26.41 | NA | NA | … | … | 5.72 | 12.33 | 5.29 | 7.06 | 20.46 | 10.04 | 22.98 | 3.68 | 11.94 | 1.36 | 7.36 | 8.82 | 4.93 | 4.08 | 5.79 | 11.95 | 8.56 | 15.58 | 47.71 | 7.10 | 4.40 | 4.35 | 5.62 | 9.31 | 21.67 | 12.62 | 9.14 | 17.74 | 11.71 | 8.73 | 5.95 | 3.81 | 7.13 |
| Yield(%) | 0.00 | 8.20 | 5.75 | 3.45 | 4.67 | 4.96 | 4.09 | … | … | 0.00 | 8.80 | 5.47 | 1.56 | 0.94 | 0.91 | 1.38 | 7.72 | 8.25 | 1.14 | 1.52 | 1.36 | 1.63 | 1.76 | 1.90 | 1.92 | 2.06 | 4.35 | 4.54 | 11.97 | 11.41 | 5.03 | 1.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.69 | 3.87 | 4.46 | 4.74 | 3.37 |
Data as of 06/10/2026, Common starting date is 05/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEYX (GEORGE PUTNAM FUND OF BOSTON CLASS Y SHARES) |
-14.91%
Feb 2006 – Feb 2009 |
-7.16%
Feb 2004 – Feb 2009 |
-3.86%
Feb 1999 – Feb 2009 |
0.74%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEYX (GEORGE PUTNAM FUND OF BOSTON CLASS Y SHARES) |
18.29%
Feb 2009 – Feb 2012 |
16.12%
Feb 2009 – Feb 2014 |
11.55%
Feb 2009 – Feb 2019 |
10.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart