Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMVYX (PUTNAM MULTI-CAP VALUE FUND CLASS Y SHARES) | 3.85% | 6.43% | 12.63% | 1.29% | 9.29% | 10.27% | 8.23% | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMVYX (PUTNAM MULTI-CAP VALUE FUND CLASS Y SHARES) | 06/19/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 6.43 | 12.63 | 1.29 | 9.29 | 10.27 | 8.23 | … | … | 3.85 | -8.14 | 3.45 | 28.99 | -33.80 | -8.74 | 38.73 | 30.19 | -6.93 | 10.92 | 13.31 | -4.13 | 11.04 | 42.22 | 16.37 | -4.63 | 24.82 | 39.61 | -42.79 | 2.31 | 15.56 | 12.75 | 13.95 | 33.54 | -16.14 |
| Sharpe Ratio | NA | 0.31 | 0.54 | -0.07 | 0.38 | NA | NA | … | … | 0.29 | -0.44 | -0.16 | 1.55 | -1.16 | -0.38 | 1.16 | 2.03 | -0.46 | 1.18 | 0.84 | -0.27 | 0.84 | 3.31 | 1.10 | -0.17 | 1.06 | 1.13 | -0.99 | -0.04 | 0.99 | 0.85 | 1.11 | 2.05 | -0.95 |
| Standard Deviation(%) | NA | 16.05 | 18.54 | 21.24 | 20.45 | NA | NA | … | … | 18.81 | 25.60 | 19.75 | 16.16 | 30.53 | 23.13 | 33.16 | 14.16 | 17.98 | 8.74 | 15.56 | 15.18 | 13.08 | 12.75 | 14.94 | 27.15 | 23.29 | 34.96 | 44.08 | 17.11 | 12.44 | 12.46 | 11.73 | 16.01 | 30.46 |
| Draw Down(%) | NA | 14.87 | 27.31 | 44.09 | 44.09 | NA | NA | … | … | 13.45 | 26.78 | 17.28 | 12.51 | 37.18 | 26.69 | 31.39 | 9.27 | 21.54 | 4.98 | 10.69 | 12.79 | 11.57 | 5.29 | 13.81 | 25.65 | 21.62 | 28.95 | 57.21 | 13.90 | 10.89 | 7.89 | 7.98 | 14.00 | 28.31 |
| Yield(%) | 0.00 | 12.48 | 9.93 | 6.63 | 9.70 | 11.38 | 8.46 | … | … | 0.00 | 12.47 | 12.90 | 0.00 | 0.00 | 14.90 | 13.75 | 3.68 | 22.46 | 4.69 | 2.79 | 7.64 | 9.55 | 1.04 | 2.22 | 0.67 | 0.30 | 0.49 | 0.42 | 16.99 | 12.72 | 12.32 | 0.00 | 0.39 | 0.82 |
Data as of 06/04/2026, Common starting date is 06/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVYX (PUTNAM MULTI-CAP VALUE FUND CLASS Y SHARES) |
-19.17%
Feb 2006 – Feb 2009 |
-7.11%
Feb 2004 – Feb 2009 |
5.83%
May 2007 – May 2017 |
6.53%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVYX (PUTNAM MULTI-CAP VALUE FUND CLASS Y SHARES) |
31.02%
Feb 2009 – Feb 2012 |
28.17%
Feb 2009 – Feb 2014 |
17.80%
Sep 2011 – Sep 2021 |
15.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart