Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSLBX (PUTNAM SMALL CAP VALUE FUND CLASS B SHARES) | NA | 6.03% | 2.37% | 23.17% | 6.68% | 8.63% | 5.90% | … | … |
Data as of 03/19/2025, Common starting date is 10/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSLBX (PUTNAM SMALL CAP VALUE FUND CLASS B SHARES) | 10/06/1999 | 03/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | 0.00 | 6.03 | 2.37 | 23.17 | 6.68 | 8.63 | 5.90 | … | … | 0.00 | 3.12 | 21.36 | -22.50 | 38.59 | 2.76 | 23.39 | -20.86 | 6.66 | 25.66 | -4.69 | 2.70 | 37.04 | 15.93 | -5.65 | 25.00 | 28.94 | -39.81 | -13.29 | 16.85 | 5.90 | 24.66 | 49.59 | -19.28 | 18.08 | 23.49 | 5.19 |
| Sharpe Ratio | NA | -0.03 | -0.26 | 0.71 | 0.11 | NA | NA | … | … | 0.00 | -0.20 | 0.80 | -0.89 | 1.73 | 0.03 | 1.40 | -1.48 | 0.53 | 1.60 | -0.34 | 0.20 | 2.81 | 1.02 | -0.18 | 1.02 | 0.81 | -0.86 | -0.79 | 0.86 | 0.25 | 1.41 | 2.78 | -0.84 | 0.81 | 1.06 | 1.72 |
| Standard Deviation(%) | NA | 14.43 | 21.51 | 25.21 | 35.07 | NA | NA | … | … | NA | 16.98 | 21.55 | 26.97 | 22.24 | 96.34 | 15.71 | 15.06 | 11.48 | 15.96 | 13.97 | 13.40 | 13.17 | 15.64 | 30.79 | 24.41 | 35.66 | 47.35 | 20.65 | 15.79 | 15.20 | 16.84 | 17.57 | 24.36 | 19.78 | 18.26 | 11.75 |
| Draw Down(%) | NA | 10.43 | 29.87 | 30.74 | 61.00 | NA | NA | … | … | 0.00 | 10.43 | 16.45 | 26.53 | 10.99 | 61.00 | 14.20 | 28.77 | 7.11 | 14.33 | 12.74 | 12.54 | 5.15 | 11.75 | 28.75 | 20.60 | 37.91 | 54.41 | 24.38 | 12.67 | 9.92 | 11.29 | 14.36 | 37.40 | 20.39 | 8.15 | 5.86 |
| Yield(%) | 0.00 | 0.00 | 3.20 | 5.24 | 6.76 | 8.31 | 5.54 | … | … | 0.00 | 0.00 | 1.19 | 8.71 | 0.00 | 0.53 | 1.26 | 17.46 | 34.21 | 0.30 | 4.98 | 3.93 | 0.74 | 0.00 | 0.00 | 0.00 | 1.49 | 4.57 | 18.97 | 20.78 | 21.00 | 11.60 | 0.00 | 1.58 | 2.56 | 0.39 | 0.39 |
Data as of 03/19/2025, Common starting date is 10/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLBX (PUTNAM SMALL CAP VALUE FUND CLASS B SHARES) |
-25.18%
Feb 2006 – Feb 2009 |
-10.95%
Feb 2004 – Feb 2009 |
2.06%
Jan 2006 – Jan 2016 |
1.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLBX (PUTNAM SMALL CAP VALUE FUND CLASS B SHARES) |
32.86%
Mar 2003 – Mar 2006 |
26.78%
Feb 2009 – Feb 2014 |
14.76%
Feb 2009 – Feb 2019 |
12.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart