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
PNOBX (PUTNAM MULTI-CAP GROWTH FUND CLASS B SHARES) NA 9.13% 9.19% 13.90% 11.84% 12.48% 9.88%
Data as of 04/17/2025, Common starting date is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
PNOBX (PUTNAM MULTI-CAP GROWTH FUND CLASS B SHARES) 06/21/1996 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 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 9.13 9.19 13.90 11.84 12.48 9.88 0.00 18.05 25.26 -23.49 22.61 27.64 34.83 -1.64 28.09 6.85 -1.27 12.57 35.27 15.82 -5.71 18.56 30.83 -38.98 4.82 7.89 9.12 9.26 31.67 -31.15 -30.60 -25.45 68.71 23.46 21.65 -3.53
Sharpe Ratio NA 0.63 0.37 0.73 0.59 NA NA 0.00 1.28 1.66 -1.00 1.67 0.86 2.45 -0.16 3.20 0.44 -0.08 0.88 2.85 1.01 -0.20 0.96 1.34 -1.03 0.10 0.33 0.57 0.58 1.64 -1.08 -0.86 -0.62 2.63 0.75 0.91 -0.53
Standard Deviation(%) NA 9.09 16.05 16.45 17.78 NA NA NA 11.31 13.15 24.91 13.55 31.79 13.60 18.57 8.62 14.92 16.43 14.20 12.35 15.82 28.04 19.15 22.94 38.63 17.22 13.58 11.94 14.35 18.87 29.99 38.73 47.73 24.82 26.49 19.69 19.19
Draw Down(%) NA 9.52 19.02 29.39 30.33 NA NA 0.00 9.52 9.23 28.26 6.89 30.33 7.12 20.42 2.78 13.45 14.29 9.17 5.71 13.39 25.12 16.35 19.52 49.27 12.58 13.92 7.74 15.44 12.28 40.78 51.69 44.04 14.29 35.19 16.22 15.10
Yield(%) 0.00 0.00 4.90 10.32 10.06 12.71 10.75 0.00 0.00 5.46 9.09 17.94 11.69 11.65 21.09 6.69 0.00 12.94 15.00 0.00 0.00 0.00 0.12 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10.96 13.23 4.02 2.80 0.77
Data as of 04/17/2025, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNOBX (PUTNAM MULTI-CAP GROWTH FUND CLASS B SHARES) -32.90%
Feb 2000 – Feb 2003
-15.42%
Mar 2000 – Mar 2005
-8.30%
Aug 2000 – Aug 2010
-0.99%
Aug 2000 – Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNOBX (PUTNAM MULTI-CAP GROWTH FUND CLASS B SHARES) 47.15%
Mar 1997 – Mar 2000
22.32%
Oct 2016 – Oct 2021
17.71%
Sep 2011 – Sep 2021
15.46%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return