Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMVRX (PUTNAM MULTI-CAP VALUE FUND CLASS R SHARES) | 0.72% | 3.03% | 11.01% | 0.12% | 8.44% | 9.52% | 7.54% | … | … |
Data as of 06/05/2026, Common starting date is 11/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMVRX (PUTNAM MULTI-CAP VALUE FUND CLASS R SHARES) | 11/26/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | 3.03 | 11.01 | 0.12 | 8.44 | 9.52 | 7.54 | … | … | 0.72 | -9.81 | 1.97 | 28.33 | -34.10 | -10.06 | 37.41 | 29.50 | -7.35 | 10.36 | 12.70 | -4.58 | 10.44 | 41.55 | 15.79 | -5.13 | 24.16 | 38.93 | -43.10 | 1.78 | 14.95 | 12.28 | 15.12 | 5.62 |
| Sharpe Ratio | NA | 0.28 | 0.50 | -0.09 | 0.35 | NA | NA | … | … | 0.26 | -0.49 | -0.23 | 1.50 | -1.16 | -0.43 | 1.11 | 1.98 | -0.48 | 1.11 | 0.80 | -0.30 | 0.79 | 3.26 | 1.06 | -0.19 | 1.03 | 1.11 | -0.99 | -0.07 | 0.94 | 0.81 | 1.22 | 8.27 |
| Standard Deviation(%) | NA | 16.02 | 18.53 | 21.25 | 20.47 | NA | NA | … | … | 18.82 | 26.25 | 20.34 | 16.18 | 30.57 | 23.70 | 33.35 | 14.16 | 18.00 | 8.79 | 15.58 | 15.25 | 13.13 | 12.72 | 14.99 | 27.12 | 23.33 | 35.02 | 44.14 | 17.12 | 12.43 | 12.43 | 11.58 | 9.84 |
| Draw Down(%) | NA | 15.04 | 27.50 | 44.34 | 44.34 | NA | NA | … | … | 13.52 | 26.89 | 18.12 | 12.67 | 37.38 | 27.40 | 31.43 | 9.37 | 21.63 | 5.05 | 10.74 | 13.03 | 11.72 | 5.34 | 13.92 | 25.77 | 21.73 | 28.98 | 57.30 | 14.04 | 10.95 | 7.87 | 8.16 | 1.16 |
| Yield(%) | 0.00 | 13.68 | 10.66 | 6.95 | 9.79 | 11.25 | 8.26 | … | … | 0.00 | 13.63 | 13.89 | 0.00 | 0.00 | 15.66 | 14.32 | 3.45 | 22.57 | 4.80 | 2.30 | 7.22 | 9.25 | 0.49 | 1.66 | 0.19 | 0.00 | 0.00 | 0.04 | 16.78 | 12.45 | 12.19 | 1.58 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVRX (PUTNAM MULTI-CAP VALUE FUND CLASS R SHARES) |
-19.56%
Feb 2006 – Feb 2009 |
-7.26%
Feb 2004 – Feb 2009 |
5.29%
May 2007 – May 2017 |
6.00%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVRX (PUTNAM MULTI-CAP VALUE FUND CLASS R SHARES) |
30.31%
Feb 2009 – Feb 2012 |
27.49%
Feb 2009 – Feb 2014 |
17.21%
Sep 2011 – Sep 2021 |
14.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart