Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSCRX (Putnam Sm Cap Val Fd Cl R) | 17.10% | 26.98% | 15.60% | 5.33% | 9.24% | 9.24% | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSCRX (Putnam Sm Cap Val Fd Cl R) | 12/04/2007 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.29 | 26.98 | 15.60 | 5.33 | 9.24 | 9.24 | NA | … | … | 17.10 | 4.99 | 5.89 | 23.28 | -19.97 | 39.17 | 3.36 | 23.98 | -20.31 | 6.77 | 26.33 | -4.14 | 3.20 | 37.66 | 16.61 | -5.28 | 25.50 | 29.73 | -44.12 | -18.86 |
| Sharpe Ratio | NA | 1.19 | 0.61 | 0.09 | 0.29 | NA | NA | … | … | 1.55 | 0.09 | 0.11 | 0.92 | -0.83 | 1.76 | 0.06 | 1.42 | -1.44 | 0.54 | 1.64 | -0.30 | 0.24 | 2.84 | 1.07 | -0.17 | 1.05 | 0.83 | -0.94 | -1.17 |
| Standard Deviation(%) | NA | 18.47 | 20.66 | 22.07 | 23.97 | NA | NA | … | … | 18.25 | 22.56 | 20.12 | 21.47 | 25.92 | 22.28 | 48.20 | 15.85 | 15.10 | 11.44 | 15.92 | 13.96 | 13.40 | 13.24 | 15.61 | 30.86 | 24.27 | 35.54 | 47.84 | 82.57 |
| Draw Down(%) | NA | 10.57 | 25.73 | 28.25 | 52.89 | NA | NA | … | … | 10.57 | 22.46 | 10.50 | 16.33 | 24.21 | 10.95 | 50.27 | 14.22 | 28.54 | 6.99 | 14.24 | 12.59 | 12.47 | 5.13 | 11.67 | 28.57 | 20.44 | 37.90 | 54.28 | 21.54 |
| Yield(%) | 0.00 | 7.05 | 5.39 | 2.71 | 6.72 | 7.29 | 3.95 | … | … | 0.00 | 6.85 | 5.84 | 1.37 | 0.00 | 0.00 | 0.72 | 1.44 | 14.32 | 29.39 | 0.63 | 4.80 | 3.96 | 1.16 | 0.00 | 0.00 | 0.00 | 2.03 | 0.00 | 0.77 |
Data as of 06/11/2026, Common starting date is 12/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSCRX (Putnam Sm Cap Val Fd Cl R) |
-14.75%
Mar 2017 – Mar 2020 |
-5.71%
Mar 2015 – Mar 2020 |
3.25%
Mar 2010 – Mar 2020 |
4.88%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSCRX (Putnam Sm Cap Val Fd Cl R) |
31.58%
Feb 2009 – Feb 2012 |
27.41%
Feb 2009 – Feb 2014 |
15.30%
Feb 2009 – Feb 2019 |
12.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart