Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLKGX (Putnam Small Cap Growth Fund Class R6) | 20.69% | 32.50% | 22.28% | 10.36% | 16.19% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLKGX (Putnam Small Cap Growth Fund Class R6) | 06/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 32.50 | 22.28 | 10.36 | 16.19 | NA | NA | … | … | 20.69 | 11.44 | 23.48 | 23.38 | -27.82 | -0.19 | 41.21 | 38.16 | -2.07 | 20.72 | 8.95 | -10.33 |
| Sharpe Ratio | NA | 1.35 | 0.88 | 0.31 | 0.62 | NA | NA | … | … | 1.79 | 0.37 | 0.87 | 1.13 | -0.96 | -0.01 | 1.06 | 2.17 | -0.16 | 1.54 | 0.44 | -0.91 |
| Standard Deviation(%) | NA | 22.52 | 21.51 | 23.24 | 23.69 | NA | NA | … | … | 27.25 | 23.58 | 19.38 | 17.09 | 30.55 | 26.85 | 38.54 | 16.90 | 21.84 | 13.07 | 19.97 | 21.26 |
| Draw Down(%) | NA | 13.93 | 26.13 | 38.64 | 38.64 | NA | NA | … | … | 13.93 | 23.65 | 9.40 | 14.31 | 33.73 | 24.73 | 37.39 | 8.57 | 28.79 | 5.00 | 19.83 | 17.51 |
| Yield(%) | 0.00 | 0.43 | 0.20 | 2.90 | 5.39 | 3.16 | 2.37 | … | … | 0.00 | 0.43 | 0.00 | 0.00 | 0.00 | 14.56 | 6.50 | 2.52 | 1.73 | 0.00 | 0.45 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLKGX (Putnam Small Cap Growth Fund Class R6) |
0.15%
Jan 2021 – Jan 2024 |
5.95%
Mar 2021 – Mar 2026 |
12.17%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLKGX (Putnam Small Cap Growth Fund Class R6) |
32.97%
Dec 2018 – Dec 2021 |
26.11%
Feb 2016 – Feb 2021 |
16.21%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
