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
PNOMX (PUTNAM MULTI-CAP GROWTH FUND CLASS M SHARES) NA 23.11% 17.49% 11.48% 13.43% 8.85% 3.72%
Data as of 11/25/2019, Common starting date is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
PNOMX (PUTNAM MULTI-CAP GROWTH FUND CLASS M SHARES) 06/21/1996 11/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 (%) -0.16 23.11 17.49 11.48 13.43 8.85 3.72 30.26 -1.38 28.41 7.12 -0.91 12.80 35.61 16.11 -5.48 18.71 31.16 -38.84 5.09 8.15 9.40 9.57 31.98 -30.97 -30.43 -26.51 68.78 23.77 21.93 -3.40
Sharpe Ratio NA 1.52 1.18 0.74 0.78 NA NA 2.30 -0.15 3.24 0.46 -0.06 0.90 2.88 1.02 -0.20 0.97 1.35 -1.03 0.12 0.36 0.61 0.60 1.66 -1.07 -0.86 -0.64 2.64 0.77 0.93 -0.51
Standard Deviation(%) NA 16.35 14.23 14.92 16.91 NA NA 14.12 18.58 8.62 14.92 16.43 14.21 12.35 15.82 28.04 19.15 22.96 38.64 17.21 13.57 11.93 14.35 18.87 29.99 38.75 47.40 24.83 26.49 19.70 19.20
Draw Down(%) NA 15.25 20.35 20.35 25.08 NA NA 7.12 20.35 2.77 13.43 14.24 9.16 5.70 13.37 25.08 16.42 19.48 49.15 12.56 13.88 7.72 15.38 12.22 40.67 51.61 44.85 14.27 35.16 16.16 15.11
Yield(%) 0.00 18.67 9.88 9.41 9.64 6.50 3.28 0.00 19.09 6.25 0.00 12.05 14.06 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10.67 12.91 3.93 2.75 0.76
Data as of 11/25/2019, 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
PNOMX (PUTNAM MULTI-CAP GROWTH FUND CLASS M SHARES) -33.10%
Feb 2000 – Feb 2003
-15.49%
Mar 2000 – Mar 2005
-8.23%
Aug 2000 – Aug 2010
-0.86%
Aug 2000 – Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNOMX (PUTNAM MULTI-CAP GROWTH FUND CLASS M SHARES) 47.40%
Mar 1997 – Mar 2000
22.10%
Feb 2009 – Feb 2014
16.25%
Feb 2009 – Feb 2019
10.24%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return