Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return