Performance Comparison
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
