Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGOEX (Putnam Growth Opportunities Fd Cl R6) | 8.45% | 24.12% | 24.15% | 14.47% | 18.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGOEX (Putnam Growth Opportunities Fd Cl R6) | 07/03/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 24.12 | 24.15 | 14.47 | 18.81 | NA | NA | … | … | 8.45 | 10.65 | 28.39 | 44.03 | -34.61 | 13.08 | 34.62 | 37.28 | 2.69 | 31.45 | 6.80 | 1.45 | 14.11 | 37.32 | 6.43 |
| Sharpe Ratio | NA | 1.53 | 1.12 | 0.56 | 0.82 | NA | NA | … | … | 1.18 | 0.33 | 1.17 | 2.50 | -1.15 | 0.68 | 0.99 | 2.50 | 0.07 | 3.60 | 0.45 | 0.09 | 1.02 | 3.05 | 0.97 |
| Standard Deviation(%) | NA | 15.91 | 19.55 | 21.61 | 21.19 | NA | NA | … | … | 17.98 | 24.08 | 18.66 | 16.09 | 31.32 | 19.09 | 34.72 | 14.35 | 20.62 | 8.61 | 14.57 | 16.46 | 13.85 | 12.24 | 13.94 |
| Draw Down(%) | NA | 16.31 | 23.61 | 33.96 | 33.96 | NA | NA | … | … | 13.46 | 23.61 | 13.42 | 10.37 | 36.25 | 13.85 | 29.62 | 6.70 | 20.90 | 2.44 | 13.03 | 13.08 | 8.60 | 5.70 | 8.66 |
| Yield(%) | 0.00 | 5.61 | 4.98 | 5.48 | 9.32 | 10.69 | 8.02 | … | … | 0.00 | 5.63 | 5.47 | 0.66 | 4.68 | 9.72 | 4.11 | 5.11 | 7.57 | 2.75 | 0.10 | 5.66 | 15.32 | 5.86 | 0.45 |
Data as of 06/04/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGOEX (Putnam Growth Opportunities Fd Cl R6) |
5.29%
Sep 2020 – Sep 2023 |
10.61%
Jan 2018 – Jan 2023 |
13.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGOEX (Putnam Growth Opportunities Fd Cl R6) |
32.89%
Dec 2018 – Dec 2021 |
26.17%
Oct 2016 – Oct 2021 |
18.97%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart