Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGTYX (Putnam Global Technology Fund Y Shs) | 40.83% | 70.52% | 36.58% | 14.92% | 21.81% | 18.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGTYX (Putnam Global Technology Fund Y Shs) | 01/05/2009 | 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.64 | 70.52 | 36.58 | 14.92 | 21.81 | 18.23 | NA | … | … | 40.83 | 23.31 | 27.71 | 53.82 | -32.30 | -8.00 | 50.15 | 47.50 | -6.72 | 47.04 | 12.50 | 11.00 | 13.81 | 24.56 | 13.39 | -5.73 | 10.77 | 49.33 |
| Sharpe Ratio | NA | 3.01 | 1.34 | 0.45 | 0.79 | NA | NA | … | … | 4.19 | 0.71 | 1.12 | 2.95 | -1.06 | -0.29 | 1.25 | 2.66 | -0.35 | 4.26 | 0.77 | 0.63 | 1.02 | 1.93 | 0.82 | -0.24 | 0.59 | 1.88 |
| Standard Deviation(%) | NA | 21.75 | 23.93 | 26.18 | 25.14 | NA | NA | … | … | 26.07 | 28.84 | 21.54 | 17.18 | 31.87 | 27.93 | 39.70 | 17.28 | 23.17 | 10.95 | 15.95 | 17.41 | 13.59 | 12.68 | 16.48 | 24.29 | 18.22 | 26.43 |
| Draw Down(%) | NA | 13.58 | 28.46 | 52.31 | 52.31 | NA | NA | … | … | 12.41 | 27.99 | 16.90 | 12.14 | 38.39 | 23.55 | 30.57 | 8.47 | 29.24 | 5.99 | 13.34 | 13.87 | 8.40 | 7.65 | 14.22 | 19.76 | 15.31 | 19.70 |
| Yield(%) | 0.00 | 11.81 | 8.65 | 4.21 | 9.08 | 10.21 | 12.14 | … | … | 0.00 | 12.05 | 7.87 | 0.87 | 1.13 | 0.00 | 0.00 | 3.77 | 7.92 | 9.25 | 1.15 | 4.85 | 5.62 | 0.00 | 0.00 | 4.67 | 2.56 | 8.82 |
Data as of 06/04/2026, Common starting date is 01/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGTYX (Putnam Global Technology Fund Y Shs) |
-4.65%
Sep 2020 – Sep 2023 |
4.62%
Oct 2017 – Oct 2022 |
11.80%
Sep 2012 – Sep 2022 |
13.39%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGTYX (Putnam Global Technology Fund Y Shs) |
37.92%
Oct 2022 – Oct 2025 |
31.42%
Feb 2016 – Feb 2021 |
21.56%
Sep 2011 – Sep 2021 |
17.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart