Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNSAX (PUTNAM SMALL CAP GROWTH FUND CLASS A SHARES) | 19.11% | 30.65% | 21.32% | 9.89% | 15.72% | 13.00% | 9.97% | … | … |
Data as of 06/03/2026, Common starting date is 12/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNSAX (PUTNAM SMALL CAP GROWTH FUND CLASS A SHARES) | 12/17/1998 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 30.65 | 21.32 | 9.89 | 15.72 | 13.00 | 9.97 | … | … | 19.11 | 8.91 | 22.98 | 22.87 | -28.10 | 14.38 | 47.65 | 37.60 | -2.46 | 20.19 | 8.50 | -2.82 | 1.99 | 47.55 | 14.29 | -3.87 | 28.12 | 26.30 | -43.13 | 2.99 | 5.74 | 8.52 | 16.59 | 49.76 | -32.22 | -0.75 | -20.97 | 147.48 | 13.31 |
| Sharpe Ratio | NA | 1.33 | 0.86 | 0.29 | 0.60 | NA | NA | … | … | 1.77 | 0.26 | 1.00 | 1.13 | -0.97 | 0.60 | 1.23 | 2.14 | -0.18 | 1.50 | 0.41 | -0.15 | 0.11 | 3.15 | 0.80 | -0.12 | 1.07 | 0.85 | -1.07 | -0.01 | 0.13 | 0.39 | 0.86 | 2.50 | -1.22 | -0.10 | -0.54 | 4.95 | 130.12 |
| Standard Deviation(%) | NA | 22.44 | 21.49 | 23.21 | 23.67 | NA | NA | … | … | 27.25 | 23.43 | 19.39 | 17.10 | 30.54 | 23.77 | 38.39 | 16.90 | 21.77 | 13.05 | 19.99 | 18.45 | 18.17 | 15.09 | 18.06 | 33.17 | 26.13 | 30.89 | 41.19 | 19.06 | 17.84 | 16.02 | 18.21 | 19.64 | 27.37 | 32.99 | 46.72 | 29.12 | 24.63 |
| Draw Down(%) | NA | 14.00 | 26.25 | 38.77 | 38.77 | NA | NA | … | … | 14.00 | 23.71 | 9.46 | 14.41 | 33.85 | 14.88 | 37.42 | 8.64 | 28.88 | 5.05 | 19.87 | 19.41 | 16.23 | 5.74 | 15.64 | 31.45 | 19.67 | 27.30 | 53.56 | 13.40 | 18.38 | 10.71 | 19.39 | 14.26 | 44.36 | 37.02 | 50.80 | 15.19 | 0.58 |
| Yield(%) | 0.00 | 0.46 | 0.21 | 3.09 | 5.58 | 5.41 | 4.53 | … | … | 0.00 | 0.46 | 0.00 | 0.00 | 0.00 | 15.33 | 6.80 | 2.63 | 1.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 13.81 | 6.02 | 6.04 | 1.57 | 0.00 | 0.00 | 0.00 | 6.55 | 17.20 | 1.05 |
Data as of 06/03/2026, Common starting date is 12/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNSAX (PUTNAM SMALL CAP GROWTH FUND CLASS A SHARES) |
-26.53%
Feb 2000 – Feb 2003 |
-9.55%
Feb 2004 – Feb 2009 |
-4.55%
Feb 2000 – Feb 2010 |
2.17%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNSAX (PUTNAM SMALL CAP GROWTH FUND CLASS A SHARES) |
32.46%
Dec 2018 – Dec 2021 |
26.93%
Feb 2009 – Feb 2014 |
18.71%
Sep 2011 – Sep 2021 |
16.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart