Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGORX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS R SHARES) | 3.79% | 17.66% | 21.23% | 12.41% | 17.79% | 15.65% | 12.91% | … | … |
Data as of 06/11/2026, Common starting date is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGORX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS R SHARES) | 08/04/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.06 | 17.66 | 21.23 | 12.41 | 17.79 | 15.65 | 12.91 | … | … | 3.79 | 9.00 | 26.78 | 43.03 | -35.62 | 11.24 | 33.35 | 36.04 | 2.03 | 30.66 | 6.03 | 0.82 | 13.35 | 36.25 | 17.36 | -3.72 | 16.87 | 40.87 | -35.54 | 5.32 | 9.04 | 3.45 | 1.17 | 9.97 |
| Sharpe Ratio | NA | 1.04 | 0.95 | 0.48 | 0.76 | NA | NA | … | … | 0.43 | 0.26 | 1.07 | 2.43 | -1.17 | 0.57 | 0.95 | 2.41 | 0.04 | 3.50 | 0.40 | 0.05 | 0.96 | 2.96 | 1.13 | -0.14 | 0.88 | 1.61 | -0.92 | 0.14 | 0.48 | 0.11 | 0.02 | 1.76 |
| Standard Deviation(%) | NA | 16.35 | 19.65 | 21.67 | 21.22 | NA | NA | … | … | 18.53 | 24.28 | 18.82 | 16.10 | 31.61 | 19.53 | 34.74 | 14.39 | 20.58 | 8.62 | 14.60 | 16.46 | 13.82 | 12.23 | 15.52 | 26.63 | 18.97 | 25.26 | 39.56 | 16.43 | 12.09 | 11.41 | 12.44 | 14.34 |
| Draw Down(%) | NA | 16.51 | 23.72 | 34.30 | 34.30 | NA | NA | … | … | 13.59 | 23.72 | 13.46 | 10.51 | 37.23 | 14.78 | 29.66 | 6.72 | 21.00 | 2.46 | 13.14 | 13.19 | 8.60 | 5.76 | 12.91 | 23.06 | 16.90 | 19.69 | 48.52 | 10.17 | 10.26 | 9.34 | 14.35 | 5.07 |
| Yield(%) | 0.00 | 6.55 | 5.68 | 6.00 | 10.03 | 11.46 | 10.99 | … | … | 0.00 | 6.61 | 6.34 | 0.76 | 5.30 | 10.83 | 4.53 | 5.23 | 7.76 | 2.21 | 0.00 | 5.44 | 15.73 | 5.45 | 0.05 | 0.00 | 0.00 | 0.35 | 0.00 | 0.00 | 0.00 | 0.92 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGORX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS R SHARES) |
-13.27%
Feb 2006 – Feb 2009 |
-7.20%
Feb 2004 – Feb 2009 |
6.51%
Oct 2003 – Oct 2013 |
8.00%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGORX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS R SHARES) |
31.97%
Dec 2018 – Dec 2021 |
25.32%
Oct 2016 – Oct 2021 |
19.64%
Sep 2011 – Sep 2021 |
17.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart