Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMVAX (PUTNAM MULTI-CAP VALUE FUND CLASS A SHARES) | 3.34% | 6.39% | 12.19% | 1.18% | 9.05% | 9.86% | 7.93% | … | … |
Data as of 06/03/2026, Common starting date is 12/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMVAX (PUTNAM MULTI-CAP VALUE FUND CLASS A SHARES) | 12/22/1999 | 06/03/2026 |
| 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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 6.39 | 12.19 | 1.18 | 9.05 | 9.86 | 7.93 | … | … | 3.34 | 2.64 | 14.87 | 28.60 | -33.93 | 5.99 | 52.93 | 29.77 | -7.08 | 10.61 | 13.05 | -4.38 | 10.73 | 41.91 | 16.08 | -4.82 | 24.34 | 39.34 | -42.95 | 2.03 | 15.16 | 12.53 | 15.53 | 33.16 | -15.81 | 16.34 | 13.46 | 5.12 |
| Sharpe Ratio | NA | 0.30 | 0.52 | -0.08 | 0.36 | NA | NA | … | … | 0.28 | -0.01 | 0.71 | 1.56 | -1.16 | 0.32 | 1.64 | 2.00 | -0.47 | 1.14 | 0.82 | -0.29 | 0.82 | 3.29 | 1.08 | -0.18 | 1.04 | 1.12 | -0.99 | -0.07 | 0.95 | 0.82 | 1.25 | 2.03 | -0.69 | 0.78 | 0.42 | 78.07 |
| Standard Deviation(%) | NA | 15.95 | 18.51 | 21.23 | 20.46 | NA | NA | … | … | 18.77 | 22.57 | 15.78 | 16.15 | 30.55 | 18.57 | 32.06 | 14.14 | 18.00 | 8.79 | 15.57 | 15.25 | 13.06 | 12.73 | 14.98 | 27.15 | 23.30 | 35.02 | 44.07 | 17.12 | 12.43 | 12.45 | 11.64 | 16.01 | 24.50 | 18.10 | 22.26 | 9.10 |
| Draw Down(%) | NA | 14.96 | 27.38 | 44.20 | 44.20 | NA | NA | … | … | 13.45 | 26.81 | 9.29 | 12.60 | 37.26 | 14.64 | 31.43 | 9.32 | 21.53 | 4.99 | 10.69 | 12.90 | 11.64 | 5.30 | 13.91 | 25.65 | 21.67 | 28.89 | 57.28 | 13.94 | 10.97 | 7.90 | 8.14 | 14.10 | 34.03 | 18.39 | 14.15 | 0.00 |
| Yield(%) | 0.00 | 12.84 | 10.08 | 6.76 | 9.71 | 11.05 | 8.31 | … | … | 0.00 | 12.75 | 13.11 | 0.00 | 0.00 | 15.01 | 13.81 | 3.38 | 22.28 | 4.70 | 2.51 | 7.39 | 9.29 | 0.75 | 1.75 | 0.41 | 0.02 | 0.19 | 0.23 | 16.75 | 12.48 | 12.08 | 1.54 | 0.13 | 2.42 | 1.34 | 1.24 | 0.33 |
Data as of 06/03/2026, Common starting date is 12/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVAX (PUTNAM MULTI-CAP VALUE FUND CLASS A SHARES) |
-19.40%
Feb 2006 – Feb 2009 |
-7.06%
Feb 2004 – Feb 2009 |
4.63%
Aug 2000 – Aug 2010 |
6.26%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVAX (PUTNAM MULTI-CAP VALUE FUND CLASS A SHARES) |
30.67%
Feb 2009 – Feb 2012 |
27.84%
Feb 2009 – Feb 2014 |
17.50%
Sep 2011 – Sep 2021 |
14.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart