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
PMYTX (Putnam Multi-Cap Core Fund6) 8.61% 27.19% 22.49% 13.67% NA NA NA
Data as of 06/04/2026, Common starting date is 05/21/2018
More Performance Analytics Comparison
Name Start Date End Date
PMYTX (Putnam Multi-Cap Core Fund6) 05/21/2018 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
Annualized Return (%) 0.32 27.19 22.49 13.67 NA NA NA 8.61 15.61 26.57 28.08 -15.85 31.00 17.88 32.60 -9.91
Sharpe Ratio NA 2.10 1.35 0.68 NA NA NA 1.42 0.69 1.83 1.88 -0.73 2.22 0.49 2.38 -1.04
Standard Deviation(%) NA 12.03 14.75 16.73 NA NA NA 13.75 18.75 12.53 13.09 23.60 13.98 35.83 13.06 16.52
Draw Down(%) NA 10.00 18.89 23.46 NA NA NA 10.00 18.89 8.50 9.24 23.46 5.10 35.30 7.60 21.02
Yield(%) 0.00 3.22 4.46 5.10 4.99 3.33 2.49 0.00 3.24 5.51 3.35 4.26 11.30 2.85 6.14 2.08
Data as of 06/04/2026, Common starting date is 05/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMYTX (Putnam Multi-Cap Core Fund6) 8.68%
Apr 2021 – Apr 2024
10.83%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMYTX (Putnam Multi-Cap Core Fund6) 26.99%
Dec 2018 – Dec 2021
21.04%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return