Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGRX (PUTNAM SMALL CAP GROWTH FUND CLASS R SHARES) | 20.69% | 32.07% | 20.59% | 9.13% | 15.84% | 13.15% | 10.08% | … | … |
Data as of 06/11/2026, Common starting date is 12/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGRX (PUTNAM SMALL CAP GROWTH FUND CLASS R SHARES) | 12/03/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 32.07 | 20.59 | 9.13 | 15.84 | 13.15 | 10.08 | … | … | 20.69 | 8.65 | 22.67 | 22.56 | -28.27 | 14.11 | 47.29 | 37.25 | -2.71 | 19.89 | 8.22 | -3.04 | 1.72 | 47.21 | 13.98 | -4.06 | 27.81 | 25.95 | -43.28 | 2.75 | 5.49 | 8.26 | 2.75 |
| Sharpe Ratio | NA | 1.03 | 0.76 | 0.27 | 0.57 | NA | NA | … | … | 1.34 | 0.25 | 0.98 | 1.12 | -0.98 | 0.59 | 1.22 | 2.12 | -0.19 | 1.48 | 0.40 | -0.17 | 0.09 | 3.13 | 0.78 | -0.12 | 1.06 | 0.84 | -1.07 | -0.02 | 0.12 | 0.37 | 3.11 |
| Standard Deviation(%) | NA | 23.01 | 21.62 | 23.31 | 23.72 | NA | NA | … | … | 27.66 | 23.49 | 19.39 | 17.11 | 30.52 | 23.85 | 38.39 | 16.89 | 21.76 | 13.04 | 20.00 | 18.48 | 18.16 | 15.05 | 18.09 | 33.15 | 26.12 | 30.87 | 41.27 | 19.08 | 17.85 | 16.04 | 13.44 |
| Draw Down(%) | NA | 14.03 | 26.32 | 38.84 | 38.84 | NA | NA | … | … | 14.03 | 23.75 | 9.48 | 14.47 | 33.91 | 14.93 | 37.42 | 8.70 | 28.91 | 5.08 | 19.89 | 19.44 | 16.37 | 5.78 | 15.64 | 31.50 | 19.65 | 27.33 | 53.68 | 13.49 | 18.41 | 10.74 | 1.92 |
| Yield(%) | 0.00 | 0.49 | 0.22 | 3.12 | 5.88 | 5.75 | 4.80 | … | … | 0.00 | 0.49 | 0.00 | 0.00 | 0.00 | 16.04 | 7.08 | 2.73 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 13.91 | 6.06 | 6.05 | 1.39 |
Data as of 06/11/2026, Common starting date is 12/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGRX (PUTNAM SMALL CAP GROWTH FUND CLASS R SHARES) |
-22.45%
Feb 2006 – Feb 2009 |
-5.40%
Aug 2005 – Aug 2010 |
2.44%
Jan 2006 – Jan 2016 |
6.33%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGRX (PUTNAM SMALL CAP GROWTH FUND CLASS R SHARES) |
32.13%
Dec 2018 – Dec 2021 |
26.62%
Feb 2009 – Feb 2014 |
18.41%
Sep 2011 – Sep 2021 |
15.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart