Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMVBX (PUTNAM MULTI-CAP VALUE FUND CLASS B SHARES) | NA | 4.51% | 4.11% | 9.41% | 6.85% | 8.98% | 7.76% | … | … |
Data as of 04/17/2025, Common starting date is 03/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMVBX (PUTNAM MULTI-CAP VALUE FUND CLASS B SHARES) | 03/19/2001 | 04/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 4.51 | 4.11 | 9.41 | 6.85 | 8.98 | 7.76 | … | … | 0.00 | 9.24 | 27.69 | -34.42 | -12.32 | 35.27 | 28.89 | -7.87 | 9.83 | 12.15 | -5.09 | 9.88 | 40.85 | 15.27 | -5.61 | 24.04 | 38.17 | -43.39 | 1.25 | 14.41 | 11.65 | 14.62 | 32.14 | -16.73 | 13.34 |
| Sharpe Ratio | NA | -0.18 | -0.03 | 0.02 | 0.10 | NA | NA | … | … | 0.00 | 0.20 | 1.47 | -1.18 | -0.49 | 1.03 | 1.94 | -0.51 | 1.05 | 0.77 | -0.34 | 0.75 | 3.20 | 1.02 | -0.21 | 1.00 | 1.09 | -1.00 | -0.10 | 0.90 | 0.76 | 1.18 | 1.97 | -0.73 | 0.83 |
| Standard Deviation(%) | NA | 10.31 | 19.30 | 22.00 | 20.41 | NA | NA | … | … | NA | 13.35 | 16.11 | 30.54 | 25.00 | 33.75 | 14.14 | 18.01 | 8.76 | 15.58 | 15.23 | 13.08 | 12.74 | 14.98 | 27.29 | 24.04 | 35.02 | 44.07 | 17.09 | 12.44 | 12.42 | 11.55 | 15.98 | 24.45 | 18.76 |
| Draw Down(%) | NA | 9.33 | 24.81 | 53.80 | 53.80 | NA | NA | … | … | 0.00 | 9.33 | 12.84 | 37.63 | 28.89 | 31.46 | 9.45 | 21.74 | 5.07 | 10.80 | 13.25 | 11.85 | 5.37 | 13.99 | 25.90 | 21.74 | 28.99 | 57.46 | 14.14 | 11.03 | 7.91 | 8.38 | 14.23 | 34.47 | 18.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 8.37 | 7.20 | 9.21 | 7.78 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 17.39 | 15.66 | 3.74 | 23.69 | 5.06 | 1.89 | 7.10 | 9.15 | 0.00 | 1.00 | 0.00 | 0.47 | 0.00 | 0.00 | 16.80 | 11.89 | 12.20 | 1.54 | 0.00 | 1.41 | 0.81 |
Data as of 04/17/2025, 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 |
|---|---|---|---|---|
| PMVBX (PUTNAM MULTI-CAP VALUE FUND CLASS B SHARES) |
-19.98%
Feb 2006 – Feb 2009 |
-7.75%
Feb 2004 – Feb 2009 |
4.09%
Dec 2001 – Dec 2011 |
5.50%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVBX (PUTNAM MULTI-CAP VALUE FUND CLASS B SHARES) |
29.82%
Feb 2009 – Feb 2012 |
26.96%
Feb 2009 – Feb 2014 |
16.61%
Sep 2011 – Sep 2021 |
13.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart