Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POGAX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS A SHARES) | 8.36% | 24.50% | 23.76% | 14.42% | 18.40% | 16.03% | 13.28% | … | … |
Data as of 06/03/2026, Common starting date is 12/19/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POGAX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS A SHARES) | 12/19/1995 | 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 24.50 | 23.76 | 14.42 | 18.40 | 16.03 | 13.28 | … | … | 8.36 | 14.28 | 33.22 | 44.22 | -30.43 | 22.64 | 38.44 | 36.42 | 2.26 | 30.96 | 6.34 | 1.06 | 13.63 | 36.58 | 17.71 | -3.53 | 17.46 | 41.22 | -35.43 | 5.61 | 9.27 | 3.74 | 1.48 | 23.51 | -30.10 | -32.22 | -26.60 | 51.37 | 47.38 | 30.03 | 13.06 | 2.47 |
| Sharpe Ratio | NA | 1.50 | 1.10 | 0.54 | 0.80 | NA | NA | … | … | 1.16 | 0.49 | 1.63 | 2.55 | -1.06 | 1.29 | 1.10 | 2.43 | 0.04 | 3.53 | 0.42 | 0.06 | 0.98 | 2.99 | 1.15 | -0.13 | 0.92 | 1.63 | -0.92 | 0.15 | 0.49 | 0.13 | 0.04 | 1.24 | -1.12 | -1.01 | -0.79 | 1.94 | 1.72 | 1.30 | 0.53 | 15.73 |
| Standard Deviation(%) | NA | 15.95 | 19.56 | 21.61 | 21.20 | NA | NA | … | … | 17.99 | 23.57 | 18.15 | 16.06 | 30.27 | 17.56 | 34.64 | 14.37 | 20.59 | 8.62 | 14.63 | 16.47 | 13.87 | 12.24 | 15.47 | 26.58 | 18.89 | 25.27 | 39.60 | 16.40 | 12.10 | 11.35 | 12.43 | 18.39 | 27.91 | 34.66 | 39.05 | 24.76 | 25.49 | 20.21 | 17.61 | 8.67 |
| Draw Down(%) | NA | 16.42 | 23.66 | 34.15 | 34.15 | NA | NA | … | … | 13.52 | 23.66 | 13.44 | 10.45 | 33.34 | 9.72 | 29.64 | 6.74 | 20.98 | 2.47 | 13.09 | 13.16 | 8.62 | 5.74 | 12.86 | 23.02 | 16.69 | 19.52 | 48.45 | 10.13 | 10.25 | 9.30 | 14.18 | 11.64 | 37.02 | 48.70 | 39.95 | 15.34 | 27.16 | 11.82 | 12.70 | 0.45 |
| Yield(%) | 0.00 | 6.18 | 5.40 | 5.91 | 9.61 | 11.00 | 10.71 | … | … | 0.00 | 6.16 | 5.94 | 0.71 | 5.02 | 10.33 | 4.34 | 5.03 | 7.51 | 2.40 | 0.01 | 5.47 | 15.41 | 5.51 | 0.35 | 0.00 | 0.25 | 0.55 | 0.00 | 0.00 | 0.00 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.38 | 0.56 |
Data as of 06/03/2026, Common starting date is 12/19/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POGAX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS A SHARES) |
-31.69%
Mar 2000 – Mar 2003 |
-17.67%
Mar 2000 – Mar 2005 |
-8.45%
Aug 2000 – Aug 2010 |
-0.72%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POGAX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS A SHARES) |
46.73%
Mar 1997 – Mar 2000 |
25.63%
Oct 2016 – Oct 2021 |
19.93%
Sep 2011 – Sep 2021 |
18.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart