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POGAX: PUTNAM GROWTH OPPORTUNITIES FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 12/19/1995 |
| Last Dividend Date: | 12/05/2024 |
| 12-Mo. Yield | 4.77% |
| Expenses | 1.67% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/24/1997 |
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(%) | -0.4 | -0.6 | 8.1 | 24.3 | 14.9 | 15.5 | 15.9 | 12.3 | 8.6 | 27.5 | 43.5 | -35.2 | 12.0 | 33.9 | 36.4 | 2.3 | 31.0 | 6.3 | 1.1 | 13.6 | 36.6 | 17.7 | -3.5 | 17.5 | 41.2 | -35.4 | 5.6 | 9.3 | 3.7 | 1.5 | 23.5 | -30.1 | -32.2 | -26.6 | 51.4 | 47.4 | 30.0 | 13.1 | 2.5 |
| Sharpe Ratio | NA | -0.14 | 0.19 | 0.97 | 0.57 | 0.66 | NA | NA | 0.35 | 1.11 | 2.46 | -1.17 | 0.62 | 0.96 | 2.44 | 0.05 | 3.53 | 0.42 | 0.06 | 0.98 | 2.99 | 1.15 | -0.13 | 0.92 | 1.63 | -0.91 | 0.16 | 0.5 | 0.14 | 0.04 | 1.24 | -1.12 | -1.01 | -0.79 | 1.94 | 1.73 | 1.31 | 0.54 | 15.79 |
| Draw Down(%) | NA | 23.7 | 23.7 | 23.7 | 34.2 | 34.2 | NA | NA | 76.6 | 13.4 | 10.5 | 36.8 | 14.4 | 29.6 | 6.7 | 21.0 | 2.5 | 13.1 | 13.2 | 8.6 | 5.7 | 12.9 | 23.0 | 16.7 | 19.5 | 48.4 | 10.1 | 10.2 | 9.3 | 14.2 | 11.6 | 37.0 | 48.7 | 40.0 | 15.3 | 27.2 | 11.8 | 12.7 | 0.4 |
| Standard Deviation(%) | NA | 30.7 | 25.4 | 21.7 | 22.5 | 21.4 | NA | NA | 22.6 | 18.7 | 16.1 | 31.4 | 19.3 | 34.7 | 14.4 | 20.6 | 8.6 | 14.6 | 16.5 | 13.9 | 12.2 | 15.5 | 26.6 | 18.9 | 25.3 | 39.6 | 16.4 | 12.1 | 11.4 | 12.4 | 18.4 | 27.9 | 34.7 | 39.1 | 24.8 | 25.5 | 20.2 | 17.6 | 8.7 |
| Treynor Ratio | NA | -0.05 | 0.05 | 0.24 | 0.15 | 0.16 | NA | NA | 0.08 | 0.24 | 0.48 | -0.45 | 0.21 | 0.36 | 0.53 | 0.01 | 0.32 | 0.06 | 0.01 | 0.14 | 0.37 | 0.17 | -0.04 | 0.18 | 0.41 | -0.35 | 0.03 | 0.07 | 0.02 | 0.01 | 0.24 | -0.36 | -0.37 | -0.28 | 0.44 | 0.45 | 0.27 | 0.13 | 7.76 |
| Alpha | NA | -0.03 | -0.02 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.02 | -0.01 | 0.05 | -0.04 | 0.02 | 0.01 | 0.0 | 0.03 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.02 | 0.02 | -0.02 | 0.03 | -0.02 | -0.02 | 0.0 | 0.01 | -0.01 | -0.02 | 0.1 | 0.05 | 0.03 | 0.0 | 0.44 |
| Beta | NA | 0.94 | 0.94 | 0.88 | 0.84 | 0.88 | NA | NA | 0.94 | 0.86 | 0.82 | 0.81 | 0.58 | 0.94 | 0.66 | 0.97 | 0.96 | 0.97 | 1.01 | 1.0 | 0.99 | 1.03 | 0.99 | 0.98 | 1.01 | 1.04 | 0.97 | 0.89 | 0.9 | 0.82 | 0.94 | 0.87 | 0.94 | 1.09 | 1.09 | 0.98 | 0.96 | 0.7 | 0.18 |
| RSquared | NA | 0.99 | 0.99 | 0.96 | 0.95 | 0.94 | NA | NA | 0.92 | 0.88 | 0.93 | 0.91 | 0.52 | 0.95 | 0.71 | 0.97 | 0.92 | 0.96 | 0.97 | 0.96 | 0.95 | 0.93 | 0.98 | 0.98 | 0.97 | 0.95 | 0.95 | 0.9 | 0.88 | 0.91 | 0.97 | 0.97 | 0.9 | 0.93 | 0.87 | 0.86 | 0.91 | 0.34 | 0.52 |
| Yield(%) | N/A | 0.0 | 4.8 | 5.2 | 6.0 | 7.6 | 11.4 | 9.4 | N/A | 5.9 | 0.7 | 5.0 | 10.3 | 4.3 | 5.0 | 7.5 | 2.4 | 0.0 | 5.5 | 15.4 | 5.5 | 0.3 | 0.0 | 0.2 | 0.6 | 0.0 | 0.0 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.4 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 1084.0 | -24.8 | 133.1 | 282.1 | N/A | N/A | N/A | 1084.0 | -90.9 | -44.3 | 209.3 | 14.9 | -37.0 | 301.5 | 29500.0 | -99.8 | -64.8 | 253.8 | 1776.8 | N/A | -100.0 | -38.6 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -28.6 | -30.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/1997
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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