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
PNORX (PUTNAM MULTI-CAP GROWTH FUND CLASS R SHARES) 2.05% 14.77% 15.91% 3.87% 11.62% 11.33% 9.19%
Data as of 06/12/2026, Common starting date is 08/04/2003
More Performance Analytics Comparison
Name Start Date End Date
PNORX (PUTNAM MULTI-CAP GROWTH FUND CLASS R SHARES) 08/04/2003 06/12/2026
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
Annualized Return (%) 0.79 14.77 15.91 3.87 11.62 11.33 9.19 2.05 10.66 22.67 25.90 -29.07 9.69 19.10 35.52 -1.15 28.75 7.38 -0.75 13.11 35.93 16.40 -5.23 19.12 31.48 -38.67 5.35 8.40 9.67 9.85 12.79
Sharpe Ratio NA 0.94 0.83 0.08 0.52 NA NA 0.14 0.42 1.42 1.71 -1.15 0.57 0.58 2.50 -0.14 3.28 0.48 -0.05 0.92 2.91 1.04 -0.19 0.99 1.37 -1.02 0.13 0.37 0.62 0.62 2.07
Standard Deviation(%) NA 12.94 15.34 18.48 18.84 NA NA 14.95 18.80 13.44 13.15 26.59 16.93 32.48 13.60 18.56 8.61 14.93 16.43 14.21 12.33 15.83 28.03 19.16 22.95 38.64 17.20 13.57 11.95 14.35 16.03
Draw Down(%) NA 13.10 22.98 38.65 38.65 NA NA 13.10 22.38 9.48 9.11 30.01 15.76 30.30 7.11 20.29 2.75 13.41 14.21 9.14 5.67 13.32 25.04 16.27 19.47 49.03 12.54 13.82 7.69 15.29 5.31
Yield(%) 0.00 12.14 9.90 4.62 8.19 9.56 8.32 0.00 11.97 10.92 3.66 0.00 0.05 0.15 9.13 17.14 5.89 0.00 11.24 13.05 0.03 0.20 0.00 0.10 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/12/2026, Common starting date is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNORX (PUTNAM MULTI-CAP GROWTH FUND CLASS R SHARES) -15.65%
Feb 2006 – Feb 2009
-6.25%
Feb 2004 – Feb 2009
5.07%
Feb 2006 – Feb 2016
7.04%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNORX (PUTNAM MULTI-CAP GROWTH FUND CLASS R SHARES) 23.94%
Feb 2009 – Feb 2012
22.44%
Feb 2009 – Feb 2014
17.42%
Sep 2011 – Sep 2021
13.96%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return