Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSLAX (PUTNAM SMALL CAP VALUE FUND CLASS A SHARES) | 1.09% | 8.46% | 10.32% | 17.88% | 7.70% | 10.20% | 6.55% | 8.70% |
Data as of 07/08/2025, AR inception is 07/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSLAX (PUTNAM SMALL CAP VALUE FUND CLASS A SHARES) | 07/27/1999 | 07/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 8.46 | 10.32 | 17.88 | 7.70 | 10.20 | 6.55 | 8.70 | 1.09 | 6.19 | 23.54 | -13.42 | 39.51 | 3.60 | 24.33 | -20.19 | 6.90 | 26.60 | -3.96 | 3.49 | 38.01 | 16.95 | -4.95 | 25.70 | 30.02 | -39.34 | -12.71 | 17.69 | 6.68 | 25.67 | 50.67 | -18.69 | 18.95 | 24.56 | -4.44 |
| Sharpe Ratio | NA | 0.24 | 0.33 | 0.68 | 0.26 | NA | NA | 0.30 | 0.04 | 0.13 | 0.93 | -0.61 | 1.77 | 0.07 | 1.45 | -1.44 | 0.54 | 1.66 | -0.28 | 0.26 | 2.87 | 1.09 | -0.16 | 1.06 | 0.84 | -0.85 | -0.77 | 0.91 | 0.29 | 1.47 | 2.85 | -0.82 | 0.85 | 1.11 | -1.11 |
| Standard Deviation(%) | NA | 24.17 | 22.25 | 22.92 | 23.68 | NA | NA | 23.42 | 25.90 | 20.15 | 21.53 | 24.47 | 22.31 | 48.15 | 15.75 | 15.07 | 11.53 | 15.90 | 14.03 | 13.43 | 13.25 | 15.60 | 30.79 | 24.20 | 35.63 | 47.46 | 20.75 | 15.84 | 15.21 | 16.83 | 17.54 | 24.29 | 19.79 | 18.30 | 12.11 |
| Draw Down(%) | NA | 25.63 | 25.63 | 25.63 | 52.81 | NA | NA | 69.37 | 22.46 | 10.51 | 16.27 | 22.34 | 10.92 | 50.31 | 14.10 | 28.52 | 6.93 | 14.24 | 12.58 | 12.42 | 5.15 | 11.65 | 28.53 | 20.38 | 37.73 | 54.13 | 24.13 | 12.56 | 9.82 | 11.20 | 14.24 | 37.13 | 20.28 | 8.08 | 14.72 |
| Yield(%) | 0.00 | 5.79 | 5.27 | 5.63 | 6.66 | 9.26 | 5.48 | 9.55 | 0.00 | 5.76 | 1.49 | 6.65 | 0.29 | 0.93 | 1.61 | 14.25 | 28.94 | 0.84 | 4.94 | 4.07 | 1.37 | 0.07 | 0.27 | 0.01 | 2.13 | 4.10 | 17.99 | 19.82 | 20.04 | 11.20 | 0.00 | 1.55 | 2.53 | 0.39 | 0.35 |
Data as of 07/08/2025, AR inception is 07/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLAX (PUTNAM SMALL CAP VALUE FUND CLASS A SHARES) |
-24.65%
Feb 2006 - Feb 2009 |
-10.31%
Feb 2004 - Feb 2009 |
2.81%
Jan 2006 - Jan 2016 |
2.03%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLAX (PUTNAM SMALL CAP VALUE FUND CLASS A SHARES) |
33.85%
Mar 2003 - Mar 2006 |
27.74%
Feb 2009 - Feb 2014 |
15.56%
Feb 2009 - Feb 2019 |
13.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart