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
PMPCX (PUTNAM MULTI-CAP VALUE FUND CLASS C SHARES) 3.40% 5.42% 11.51% 0.29% 8.21% 9.18% 7.15%
Data as of 06/04/2026, Common starting date is 03/19/2001
More Performance Analytics Comparison
Name Start Date End Date
PMPCX (PUTNAM MULTI-CAP VALUE FUND CLASS C SHARES) 03/19/2001 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 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.87 5.42 11.51 0.29 8.21 9.18 7.15 3.40 -12.82 -0.57 27.72 -34.44 -12.36 35.17 28.88 -7.83 9.83 12.16 -5.07 9.86 40.82 15.24 -5.54 23.45 38.23 -43.37 1.25 14.37 11.73 14.62 32.14 -16.74 13.00
Sharpe Ratio NA 0.25 0.48 -0.11 0.32 NA NA 0.23 -0.57 -0.33 1.47 -1.18 -0.49 1.03 1.94 -0.51 1.05 0.77 -0.34 0.75 3.20 1.02 -0.20 1.00 1.09 -1.00 -0.10 0.90 0.77 1.17 1.95 -0.73 0.81
Standard Deviation(%) NA 16.02 18.51 21.24 20.46 NA NA 18.75 27.87 21.64 16.16 30.56 25.05 33.64 14.19 18.02 8.77 15.55 15.19 13.09 12.73 14.98 27.21 23.38 35.06 44.01 17.16 12.43 12.39 11.66 16.10 24.38 18.49
Draw Down(%) NA 15.17 27.59 44.56 44.56 NA NA 13.62 26.91 19.76 12.82 37.61 28.94 31.43 9.42 21.75 5.11 10.80 13.25 11.83 5.39 14.01 25.94 21.78 29.03 57.35 14.10 10.97 7.98 8.30 14.23 34.47 18.59
Yield(%) 0.00 16.22 12.28 7.80 10.26 11.46 8.22 0.00 16.15 16.04 0.00 0.00 17.45 15.70 3.75 23.40 5.09 1.97 7.28 9.18 0.00 1.22 0.00 0.00 0.00 0.00 16.83 12.06 12.19 1.54 0.00 1.39 0.48
Data as of 06/04/2026, Common starting date is 03/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMPCX (PUTNAM MULTI-CAP VALUE FUND CLASS C SHARES) -19.97%
Feb 2006 – Feb 2009
-7.74%
Feb 2004 – Feb 2009
4.06%
Dec 2001 – Dec 2011
5.47%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMPCX (PUTNAM MULTI-CAP VALUE FUND CLASS C SHARES) 29.65%
Feb 2009 – Feb 2012
26.87%
Feb 2009 – Feb 2014
16.62%
Sep 2011 – Sep 2021
13.93%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return