Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNRAX (PUTNAM RESEARCH FUND CLASS A SHARES) | 10.82% | 28.63% | 22.80% | 10.67% | 14.13% | 13.34% | 10.36% | … | … |
Data as of 06/11/2026, Common starting date is 12/19/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNRAX (PUTNAM RESEARCH FUND CLASS A SHARES) | 12/19/1995 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | 28.63 | 22.80 | 10.67 | 14.13 | 13.34 | 10.36 | … | … | 10.82 | 18.11 | 26.21 | 28.83 | -23.54 | 15.15 | 18.27 | 32.83 | -4.81 | 23.19 | 10.25 | -1.67 | 14.60 | 32.89 | 17.52 | -1.42 | 16.46 | 34.29 | -38.34 | 0.39 | 11.38 | 4.99 | 7.56 | 25.19 | -21.83 | -18.91 | -1.68 | 27.57 | 29.45 | 12.67 | 15.73 | 1.84 |
| Sharpe Ratio | NA | 2.21 | 1.32 | 0.47 | 0.67 | NA | NA | … | … | 1.69 | 0.80 | 1.75 | 1.93 | -0.97 | 1.00 | 0.53 | 2.51 | -0.37 | 3.18 | 0.74 | -0.11 | 1.23 | 2.91 | 1.32 | -0.06 | 0.89 | 1.25 | -0.95 | -0.17 | 0.72 | 0.25 | 0.58 | 1.41 | -0.85 | -0.89 | -0.25 | 1.28 | 1.25 | 0.36 | 0.91 | 13.44 |
| Standard Deviation(%) | NA | 12.50 | 15.18 | 17.83 | 18.39 | NA | NA | … | … | 14.26 | 19.05 | 12.90 | 13.13 | 25.82 | 15.19 | 33.79 | 12.50 | 16.64 | 7.12 | 13.56 | 15.47 | 11.87 | 11.28 | 13.34 | 24.48 | 18.35 | 27.35 | 41.06 | 16.65 | 11.08 | 11.02 | 11.29 | 17.37 | 27.11 | 24.42 | 24.06 | 18.93 | 20.85 | 24.90 | 13.10 | 6.59 |
| Draw Down(%) | NA | 8.24 | 20.26 | 31.01 | 33.35 | NA | NA | … | … | 8.24 | 20.26 | 8.91 | 8.63 | 25.14 | 12.26 | 33.35 | 6.85 | 19.16 | 2.01 | 11.91 | 13.53 | 8.35 | 5.84 | 10.51 | 21.39 | 16.27 | 25.12 | 48.76 | 13.18 | 8.96 | 7.64 | 10.64 | 15.40 | 33.98 | 35.92 | 16.03 | 10.40 | 20.46 | 21.07 | 8.37 | 0.50 |
| Yield(%) | 0.00 | 11.95 | 8.75 | 4.84 | 7.33 | 8.57 | 6.97 | … | … | 0.00 | 12.19 | 8.96 | 0.36 | 0.86 | 0.00 | 0.69 | 8.93 | 12.48 | 1.89 | 1.18 | 1.15 | 1.12 | 0.89 | 1.25 | 0.88 | 0.76 | 1.06 | 0.64 | 0.33 | 0.12 | 0.30 | 0.51 | 0.00 | 0.49 | 0.03 | 8.54 | 6.77 | 0.52 | 0.76 | 1.00 | 0.50 |
Data as of 06/11/2026, Common starting date is 12/19/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNRAX (PUTNAM RESEARCH FUND CLASS A SHARES) |
-17.33%
Feb 2006 – Feb 2009 |
-8.59%
Feb 2004 – Feb 2009 |
-4.36%
Feb 1999 – Feb 2009 |
2.60%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNRAX (PUTNAM RESEARCH FUND CLASS A SHARES) |
26.27%
Feb 2009 – Feb 2012 |
23.95%
Feb 2009 – Feb 2014 |
16.54%
Feb 2009 – Feb 2019 |
14.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart