Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSLCX (PUTNAM SMALL CAP VALUE FUND CLASS C SHARES) | 14.16% | 26.40% | 16.11% | 3.84% | 7.96% | 8.20% | 5.66% | … | … |
Data as of 06/04/2026, Common starting date is 03/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSLCX (PUTNAM SMALL CAP VALUE FUND CLASS C SHARES) | 03/21/2001 | 06/04/2026 |
| 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 26.40 | 16.11 | 3.84 | 7.96 | 8.20 | 5.66 | … | … | 14.16 | 4.55 | 5.36 | 22.66 | -22.63 | 38.60 | 2.70 | 23.48 | -20.81 | 6.58 | 25.69 | -4.70 | 2.71 | 37.07 | 15.89 | -5.64 | 24.93 | 28.95 | -39.78 | -13.32 | 16.88 | 5.89 | 24.69 | 49.63 | -19.33 | 19.75 |
| Sharpe Ratio | NA | 1.23 | 0.63 | 0.06 | 0.26 | NA | NA | … | … | 1.81 | 0.07 | 0.09 | 0.89 | -0.90 | 1.73 | 0.05 | 1.40 | -1.48 | 0.52 | 1.61 | -0.34 | 0.20 | 2.79 | 1.02 | -0.18 | 1.02 | 0.81 | -0.86 | -0.80 | 0.85 | 0.24 | 1.41 | 2.79 | -0.84 | 1.21 |
| Standard Deviation(%) | NA | 18.28 | 20.79 | 22.32 | 24.06 | NA | NA | … | … | 18.01 | 22.57 | 20.15 | 21.55 | 26.95 | 22.27 | 48.16 | 15.77 | 15.07 | 11.46 | 15.81 | 14.04 | 13.38 | 13.26 | 15.58 | 30.80 | 24.29 | 35.56 | 47.31 | 20.68 | 15.87 | 15.18 | 16.80 | 17.51 | 24.37 | 20.18 |
| Draw Down(%) | NA | 10.61 | 25.81 | 30.80 | 53.38 | NA | NA | … | … | 10.61 | 22.48 | 10.47 | 16.43 | 26.54 | 10.93 | 50.36 | 14.37 | 28.65 | 7.13 | 14.30 | 12.69 | 12.59 | 5.23 | 11.82 | 28.76 | 20.55 | 37.95 | 54.45 | 24.38 | 12.70 | 9.91 | 11.27 | 14.26 | 37.36 | 20.36 |
| Yield(%) | 0.00 | 9.79 | 7.36 | 3.40 | 7.47 | 7.79 | 5.09 | … | … | 0.00 | 9.28 | 7.77 | 1.40 | 0.00 | 0.00 | 0.92 | 1.39 | 17.43 | 34.33 | 0.33 | 5.15 | 4.15 | 0.92 | 0.00 | 0.00 | 0.00 | 1.59 | 4.55 | 18.92 | 20.74 | 20.97 | 11.58 | 0.00 | 1.58 | 2.53 |
Data as of 06/04/2026, Common starting date is 03/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLCX (PUTNAM SMALL CAP VALUE FUND CLASS C SHARES) |
-25.21%
Feb 2006 – Feb 2009 |
-10.98%
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 |
|---|---|---|---|---|
| PSLCX (PUTNAM SMALL CAP VALUE FUND CLASS C SHARES) |
32.85%
Mar 2003 – Mar 2006 |
26.79%
Feb 2009 – Feb 2014 |
14.76%
Feb 2009 – Feb 2019 |
11.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart