Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGIYX (PUTNAM FUND FOR GROWTH & INCOME CLASS Y SHARES) | NA | 17.90% | 5.24% | 13.62% | 3.90% | 5.26% | 3.49% | … | … |
Data as of 05/23/2017, Common starting date is 09/02/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGIYX (PUTNAM FUND FOR GROWTH & INCOME CLASS Y SHARES) | 09/02/1994 | 05/23/2017 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | 17.90 | 5.24 | 13.62 | 3.90 | 5.26 | 3.49 | … | … | 2.87 | 15.14 | -7.38 | 10.81 | 35.77 | 19.14 | -4.58 | 14.41 | 29.71 | -38.71 | -6.45 | 16.17 | 5.39 | 10.54 | 25.21 | -20.27 | -9.20 | 4.21 | -8.53 | 6.96 | 11.19 | 14.18 | 31.00 | -6.66 |
| Sharpe Ratio | NA | 1.57 | 0.36 | 0.99 | 0.16 | NA | NA | … | … | 0.82 | 0.98 | -0.48 | 0.92 | 3.02 | 1.32 | -0.18 | 0.75 | 0.98 | -0.96 | -0.54 | 1.26 | 0.31 | 0.89 | 1.49 | -0.85 | -0.70 | 0.01 | -0.63 | 0.19 | -2.32 | 0.87 | 3.37 | -2.19 |
| Standard Deviation(%) | NA | 11.20 | 13.98 | 13.60 | 22.32 | NA | NA | … | … | 8.67 | 15.13 | 15.58 | 11.67 | 11.84 | 14.57 | 26.21 | 19.02 | 30.14 | 41.23 | 17.49 | 10.26 | 10.45 | 10.80 | 16.41 | 25.07 | 16.78 | 17.79 | 18.52 | 19.64 | 18.88 | 12.17 | 8.05 | 10.32 |
| Draw Down(%) | NA | 7.19 | 21.97 | 21.97 | 62.13 | NA | NA | … | … | 3.79 | 12.87 | 15.72 | 8.70 | 5.21 | 12.96 | 24.79 | 17.65 | 29.51 | 49.77 | 17.71 | 8.17 | 7.41 | 7.22 | 15.62 | 34.63 | 21.99 | 13.98 | 20.77 | 18.40 | 15.45 | 9.92 | 5.43 | 9.88 |
| Yield(%) | 0.00 | 4.38 | 2.56 | 3.23 | 2.81 | 3.72 | 2.66 | … | … | 2.26 | 2.17 | 1.66 | 1.82 | 1.71 | 2.01 | 1.65 | 1.19 | 1.68 | 1.84 | 15.93 | 14.21 | 3.70 | 0.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.95 | 2.81 | 2.80 | 3.42 | 1.56 |
Data as of 05/23/2017, Common starting date is 09/02/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIYX (PUTNAM FUND FOR GROWTH & INCOME CLASS Y SHARES) |
-19.79%
Feb 2006 – Feb 2009 |
-9.85%
Feb 2004 – Feb 2009 |
-6.04%
Feb 1999 – Feb 2009 |
-0.06%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIYX (PUTNAM FUND FOR GROWTH & INCOME CLASS Y SHARES) |
25.34%
Feb 2009 – Feb 2012 |
23.94%
Feb 2009 – Feb 2014 |
6.88%
Mar 2003 – Mar 2013 |
5.56%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart