Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSCMX (Putnam Small Cap Value Class R6) | 14.72% | 27.77% | 17.42% | 7.24% | 10.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSCMX (Putnam Small Cap Value Class R6) | 12/11/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 27.77 | 17.42 | 7.24 | 10.38 | NA | NA | … | … | 14.72 | 1.06 | 6.62 | 23.99 | -13.06 | 40.08 | 4.09 | 24.83 | -19.84 | 7.96 | 27.17 | -3.49 | 3.87 | 5.25 |
| Sharpe Ratio | NA | 1.31 | 0.70 | 0.22 | 0.37 | NA | NA | … | … | 1.89 | -0.08 | 0.15 | 0.95 | -0.59 | 1.80 | 0.08 | 1.49 | -1.42 | 0.64 | 1.71 | -0.25 | 0.29 | 19.44 |
| Standard Deviation(%) | NA | 18.35 | 20.78 | 21.73 | 23.78 | NA | NA | … | … | 18.12 | 23.44 | 20.16 | 21.53 | 24.47 | 22.28 | 48.11 | 15.73 | 15.03 | 11.44 | 15.77 | 13.97 | 13.43 | 8.71 |
| Draw Down(%) | NA | 10.54 | 25.50 | 25.50 | 52.47 | NA | NA | … | … | 10.54 | 22.41 | 10.47 | 16.14 | 22.18 | 10.89 | 50.29 | 13.92 | 28.38 | 6.82 | 14.21 | 12.49 | 12.28 | 0.32 |
| Yield(%) | 0.00 | 6.95 | 5.60 | 4.17 | 7.51 | 5.64 | 4.23 | … | … | 0.00 | 6.62 | 5.51 | 1.79 | 6.57 | 0.74 | 1.23 | 1.99 | 13.93 | 28.73 | 1.27 | 5.16 | 4.33 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSCMX (Putnam Small Cap Value Class R6) |
-14.10%
Mar 2017 – Mar 2020 |
-5.01%
Mar 2015 – Mar 2020 |
6.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSCMX (Putnam Small Cap Value Class R6) |
28.19%
Mar 2020 – Mar 2023 |
21.21%
Mar 2020 – Mar 2025 |
11.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart