Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHIGX (PUTNAM HIGH YIELD TRUST FUND CLASS A SHARES) | NA | 8.73% | 2.38% | 5.70% | 5.81% | 7.33% | 5.68% | … | … |
Data as of 05/23/2017, Common starting date is 01/15/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHIGX (PUTNAM HIGH YIELD TRUST FUND CLASS A SHARES) | 01/15/1980 | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | 8.73 | 2.38 | 5.70 | 5.81 | 7.33 | 5.68 | … | … | 0.26 | 15.09 | -5.04 | 1.79 | 7.69 | 15.66 | 1.66 | 14.28 | 51.78 | -26.36 | 2.43 | 9.99 | 3.69 | 10.97 | 26.60 | -0.05 | 3.40 | -9.12 | 6.46 | -8.07 | 14.72 | 12.66 | 18.13 | -4.72 | 18.52 | 19.32 | 39.17 | -5.85 | -3.29 | 13.99 | 4.66 | 13.66 | 20.09 | 7.92 | 10.93 | 39.18 | 5.44 | 7.01 |
| Sharpe Ratio | NA | 1.92 | 0.50 | 1.45 | 1.02 | NA | NA | … | … | 0.04 | 2.99 | -1.28 | 0.54 | 2.68 | 5.45 | 0.28 | 3.40 | 8.32 | -2.79 | -0.20 | 3.75 | 0.55 | 3.98 | 9.22 | -0.31 | 0.20 | -4.31 | 1.16 | -2.30 | 3.91 | 3.37 | 6.26 | -2.74 | 10.49 | 7.64 | 10.49 | -2.30 | -3.43 | 5.77 | 0.13 | 2.14 | 2.47 | 0.11 | 0.55 | 3.74 | -0.53 | -0.11 |
| Standard Deviation(%) | NA | 4.36 | 4.50 | 3.86 | 5.36 | NA | NA | … | … | 5.03 | 4.98 | 3.96 | 3.30 | 2.86 | 2.89 | 5.89 | 4.17 | 6.21 | 9.78 | 3.63 | 1.76 | 2.61 | 2.51 | 2.81 | 3.90 | 4.68 | 3.10 | 2.66 | 5.02 | 2.81 | 2.65 | 2.26 | 2.85 | 1.55 | 2.18 | 3.34 | 4.92 | 2.69 | 1.57 | 3.46 | 4.32 | 5.91 | 7.55 | 8.36 | 8.34 | 9.51 | 10.50 |
| Draw Down(%) | NA | 2.99 | 13.63 | 13.63 | 33.47 | NA | NA | … | … | 2.99 | 5.21 | 10.24 | 6.08 | 4.76 | 3.12 | 11.56 | 4.95 | 7.14 | 33.28 | 5.63 | 1.91 | 4.79 | 3.89 | 2.95 | 10.30 | 7.70 | 12.75 | 3.51 | 17.49 | 3.83 | 1.93 | 0.75 | 8.38 | 0.54 | 2.24 | 1.38 | 11.56 | 7.89 | 0.48 | 6.28 | 2.23 | 1.71 | 9.08 | 6.37 | 3.55 | 9.44 | 10.14 |
| Yield(%) | 0.00 | 6.29 | 5.12 | 5.95 | 5.96 | 7.12 | 5.45 | … | … | 2.72 | 5.55 | 5.38 | 5.20 | 5.95 | 6.72 | 6.95 | 7.39 | 10.29 | 7.25 | 7.24 | 7.40 | 7.13 | 7.46 | 9.30 | 10.19 | 11.70 | 10.57 | 10.52 | 9.61 | 9.78 | 9.33 | 10.79 | 9.47 | 11.39 | 12.97 | 16.27 | 13.76 | 13.00 | 13.14 | 12.12 | 13.45 | 14.64 | 13.64 | 13.17 | 15.27 | 13.47 | 12.17 |
Data as of 05/23/2017, Common starting date is 01/15/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIGX (PUTNAM HIGH YIELD TRUST FUND CLASS A SHARES) |
-7.10%
Nov 2005 – Nov 2008 |
-2.45%
Oct 1997 – Oct 2002 |
1.35%
Nov 1998 – Nov 2008 |
3.07%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIGX (PUTNAM HIGH YIELD TRUST FUND CLASS A SHARES) |
25.59%
Jan 1991 – Jan 1994 |
19.57%
Sep 1981 – Sep 1986 |
14.15%
Mar 1982 – Mar 1992 |
13.51%
Sep 1981 – Sep 1996 |
Annualized Rolling Returns Comparison Chart