Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNVYX (PUTNAM INVESTORS FUND CLASS Y SHARES) | NA | 16.36% | 11.09% | 13.35% | 10.30% | 8.62% | 4.63% | … | … |
Data as of 06/28/2018, Common starting date is 12/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNVYX (PUTNAM INVESTORS FUND CLASS Y SHARES) | 12/11/1997 | 06/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 16.36 | 11.09 | 13.35 | 10.30 | 8.62 | 4.63 | … | … | 2.50 | 23.16 | 12.34 | -2.29 | 14.05 | 35.40 | 16.88 | 0.10 | 14.33 | 31.38 | -40.12 | -4.81 | 14.20 | 9.05 | 13.08 | 26.94 | -23.58 | -24.63 | -19.64 | 29.54 | 32.21 | -7.68 |
| Sharpe Ratio | NA | 1.21 | 0.72 | 1.02 | 0.49 | NA | NA | … | … | 0.24 | 2.99 | 0.87 | -0.15 | 1.16 | 3.11 | 1.27 | 0.00 | 0.78 | 1.15 | -1.00 | -0.41 | 0.90 | 0.60 | 1.06 | 1.52 | -0.93 | -1.13 | -0.83 | 1.21 | 1.19 | -1.67 |
| Standard Deviation(%) | NA | 12.72 | 13.63 | 12.85 | 20.27 | NA | NA | … | … | 16.71 | 7.57 | 13.84 | 15.62 | 12.11 | 11.37 | 13.31 | 24.21 | 18.19 | 27.30 | 40.87 | 19.01 | 12.14 | 11.49 | 11.40 | 17.31 | 26.61 | 24.27 | 28.67 | 21.66 | 24.26 | 49.26 |
| Draw Down(%) | NA | 10.30 | 17.42 | 17.91 | 46.14 | NA | NA | … | … | 10.30 | 2.96 | 12.14 | 13.34 | 8.67 | 5.40 | 11.41 | 21.20 | 16.60 | 25.74 | 49.90 | 17.57 | 9.56 | 7.71 | 8.68 | 14.45 | 34.01 | 37.78 | 28.68 | 11.96 | 26.67 | 12.85 |
| Yield(%) | 0.00 | 1.38 | 1.52 | 1.83 | 1.79 | 1.72 | 0.92 | … | … | 0.00 | 1.48 | 1.40 | 1.70 | 1.33 | 1.68 | 1.42 | 1.25 | 1.06 | 1.96 | 0.41 | 0.00 | 0.49 | 1.38 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 |
Data as of 06/28/2018, Common starting date is 12/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNVYX (PUTNAM INVESTORS FUND CLASS Y SHARES) |
-24.64%
Mar 2000 – Mar 2003 |
-8.80%
Mar 2000 – Mar 2005 |
-6.63%
Feb 1999 – Feb 2009 |
1.15%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNVYX (PUTNAM INVESTORS FUND CLASS Y SHARES) |
25.88%
Feb 2009 – Feb 2012 |
23.73%
Feb 2009 – Feb 2014 |
9.98%
Feb 2008 – Feb 2018 |
9.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart