Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNSBX (PUTNAM SMALL CAP GROWTH FUND CLASS B SHARES) | NA | 4.88% | 9.56% | 17.13% | 10.42% | 11.76% | 7.88% | … | … |
Data as of 03/12/2025, Common starting date is 06/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNSBX (PUTNAM SMALL CAP GROWTH FUND CLASS B SHARES) | 06/29/2004 | 03/12/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.88 | 9.56 | 17.13 | 10.42 | 11.76 | 7.88 | … | … | 0.00 | 18.73 | 21.96 | -28.64 | -4.90 | 38.09 | 36.58 | -3.20 | 19.29 | 7.70 | -3.56 | 1.20 | 46.48 | 13.63 | -4.42 | 27.11 | 25.43 | -43.61 | 2.26 | 4.98 | 1.80 | 8.24 |
| Sharpe Ratio | NA | -0.11 | 0.22 | 0.35 | 0.27 | NA | NA | … | … | 0.00 | 0.74 | 1.04 | -0.99 | -0.17 | 0.97 | 2.08 | -0.21 | 1.44 | 0.37 | -0.19 | 0.07 | 3.08 | 0.76 | -0.13 | 1.03 | 0.82 | -1.08 | -0.04 | 0.10 | -0.02 | 0.90 |
| Standard Deviation(%) | NA | 13.77 | 20.61 | 26.51 | 23.32 | NA | NA | … | … | NA | 16.44 | 17.11 | 30.55 | 28.75 | 38.66 | 16.88 | 21.78 | 13.01 | 20.00 | 18.48 | 18.17 | 15.07 | 18.03 | 33.18 | 26.17 | 31.01 | 41.16 | 19.07 | 17.86 | 17.12 | 17.35 |
| Draw Down(%) | NA | 8.91 | 24.23 | 48.94 | 48.94 | NA | NA | … | … | 0.00 | 8.91 | 14.59 | 34.06 | 27.56 | 37.46 | 8.78 | 29.01 | 5.11 | 19.93 | 19.58 | 16.61 | 5.77 | 15.77 | 31.54 | 19.71 | 27.37 | 53.87 | 13.64 | 18.50 | 10.85 | 16.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 8.26 | 5.43 | 7.12 | 4.76 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 17.96 | 7.84 | 3.00 | 2.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.38 | 6.21 | 0.00 | 0.00 |
Data as of 03/12/2025, Common starting date is 06/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNSBX (PUTNAM SMALL CAP GROWTH FUND CLASS B SHARES) |
-22.85%
Feb 2006 – Feb 2009 |
-6.93%
Aug 2005 – Aug 2010 |
1.96%
Jan 2006 – Jan 2016 |
5.43%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNSBX (PUTNAM SMALL CAP GROWTH FUND CLASS B SHARES) |
31.50%
Dec 2018 – Dec 2021 |
26.07%
Feb 2009 – Feb 2014 |
17.85%
Sep 2011 – Sep 2021 |
15.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart