Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGMX (PUTNAM SMALL CAP GROWTH FUND CLASS M SHARES) | NA | 22.63% | 14.81% | 10.30% | 13.43% | 7.28% | NA | … | … |
Data as of 11/25/2019, Common starting date is 11/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGMX (PUTNAM SMALL CAP GROWTH FUND CLASS M SHARES) | 11/26/2003 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 22.63 | 14.81 | 10.30 | 13.43 | 7.28 | NA | … | … | 35.97 | -2.97 | 19.59 | 7.94 | -3.30 | 1.46 | 46.87 | 13.74 | -4.36 | 27.50 | 25.72 | -43.47 | 2.28 | 5.13 | 7.92 | 16.08 | 1.58 |
| Sharpe Ratio | NA | 1.32 | 0.83 | 0.55 | 0.64 | NA | NA | … | … | 2.22 | -0.20 | 1.46 | 0.39 | -0.18 | 0.08 | 3.11 | 0.76 | -0.13 | 1.05 | 0.83 | -1.07 | -0.04 | 0.10 | 0.36 | 0.83 | 0.88 |
| Standard Deviation(%) | NA | 20.05 | 17.73 | 18.41 | 20.87 | NA | NA | … | … | 17.55 | 21.78 | 13.05 | 19.99 | 18.46 | 18.15 | 15.07 | 18.06 | 33.19 | 26.12 | 30.86 | 41.22 | 19.00 | 17.82 | 16.04 | 18.23 | 20.64 |
| Draw Down(%) | NA | 19.04 | 28.97 | 31.07 | 31.49 | NA | NA | … | … | 8.74 | 28.97 | 5.07 | 19.92 | 19.51 | 16.47 | 5.75 | 15.72 | 31.49 | 19.73 | 27.35 | 53.79 | 13.59 | 18.49 | 10.81 | 19.53 | 7.00 |
| Yield(%) | 0.00 | 0.00 | 0.77 | 0.50 | 0.54 | 2.15 | 1.81 | … | … | 0.00 | 1.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.17 | 6.14 | 6.12 | 1.58 | 0.00 |
Data as of 11/25/2019, Common starting date is 11/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGMX (PUTNAM SMALL CAP GROWTH FUND CLASS M SHARES) |
-22.76%
Feb 2006 – Feb 2009 |
-10.06%
Feb 2004 – Feb 2009 |
2.15%
Jan 2006 – Jan 2016 |
6.00%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGMX (PUTNAM SMALL CAP GROWTH FUND CLASS M SHARES) |
28.43%
Feb 2009 – Feb 2012 |
26.32%
Feb 2009 – Feb 2014 |
16.58%
Feb 2009 – Feb 2019 |
8.43%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison Chart