Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/24/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PYSAX (Putnam Equity Spectrum A) | NA | -4.62% | -1.72% | 1.07% | 6.85% | NA | NA | 10.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYSAX (Putnam Equity Spectrum A) | 05/19/2009 | 12/24/2020 |
The return data shown below all have the same latest date: 12/24/2020.
AR inception is since 05/19/2009.
AR inception is since 05/19/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.62 | -1.72 | 1.07 | 6.85 | NA | NA | 10.74 | -4.24 | 20.81 | -16.29 | 6.27 | 4.00 | -13.96 | 6.15 | 44.48 | 24.29 | 9.17 | 23.59 | 29.66 |
| Sharpe Ratio | NA | -0.17 | -0.12 | 0.02 | 0.37 | NA | NA | 0.55 | -0.16 | 1.63 | -1.00 | 0.45 | 0.21 | -0.89 | 0.44 | 4.07 | 1.75 | 0.38 | 1.29 | 2.47 |
| Standard Deviation(%) | NA | 28.61 | 20.62 | 18.80 | 17.59 | NA | NA | 17.86 | 28.83 | 11.93 | 17.61 | 12.68 | 18.25 | 15.77 | 13.90 | 10.93 | 13.94 | 23.93 | 18.27 | 20.94 |
| Draw Down(%) | NA | 35.52 | 39.43 | 39.89 | 39.89 | NA | NA | 39.89 | 35.52 | 9.71 | 26.35 | 12.28 | 15.98 | 19.34 | 12.12 | 3.58 | 11.12 | 23.05 | 15.36 | 10.21 |
| Yield(%) | 0.00 | 1.21 | 0.40 | 0.27 | 3.45 | 3.64 | 2.73 | 4.97 | 1.18 | 0.00 | 0.00 | 0.00 | 0.00 | 6.96 | 3.84 | 1.84 | 4.35 | 5.35 | 0.80 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYSAX (Putnam Equity Spectrum A) |
-11.53%
Mar 2017 - Mar 2020 |
-6.33%
Mar 2015 - Mar 2020 |
5.15%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYSAX (Putnam Equity Spectrum A) |
26.92%
Sep 2011 - Sep 2014 |
27.12%
Jun 2009 - Jun 2014 |
11.88%
Jun 2009 - Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart