Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYSVX (PUTNAM SMALL CAP VALUE FUND CLASS Y SHARES) | 12.39% | 25.21% | 16.48% | 5.06% | 9.14% | 9.35% | 6.77% | … | … |
Data as of 06/05/2026, Common starting date is 08/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYSVX (PUTNAM SMALL CAP VALUE FUND CLASS Y SHARES) | 08/23/2001 | 06/05/2026 |
| 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 (%) | -1.05 | 25.21 | 16.48 | 5.06 | 9.14 | 9.35 | 6.77 | … | … | 12.39 | 5.52 | 6.49 | 23.77 | -19.00 | 39.92 | 3.83 | 24.57 | -19.88 | 6.88 | 26.93 | -3.70 | 3.71 | 38.33 | 17.22 | -4.73 | 26.17 | 30.38 | -39.22 | -12.48 | 17.97 | 6.97 | 26.01 | 51.02 | -19.96 | -0.21 |
| Sharpe Ratio | NA | 1.31 | 0.69 | 0.14 | 0.32 | NA | NA | … | … | 1.88 | 0.12 | 0.14 | 0.94 | -0.80 | 1.79 | 0.07 | 1.47 | -1.41 | 0.54 | 1.69 | -0.27 | 0.28 | 2.90 | 1.11 | -0.15 | 1.08 | 0.85 | -0.85 | -0.76 | 0.92 | 0.31 | 1.49 | 2.86 | -0.86 | -0.10 |
| Standard Deviation(%) | NA | 18.30 | 20.76 | 22.02 | 23.91 | NA | NA | … | … | 18.07 | 22.53 | 20.15 | 21.50 | 25.70 | 22.31 | 48.06 | 15.69 | 15.10 | 11.58 | 15.85 | 13.99 | 13.44 | 13.21 | 15.54 | 30.77 | 24.16 | 35.44 | 47.27 | 20.63 | 15.83 | 15.22 | 16.83 | 17.59 | 24.45 | 23.59 |
| Draw Down(%) | NA | 10.48 | 25.53 | 27.23 | 52.57 | NA | NA | … | … | 10.48 | 22.40 | 10.45 | 16.19 | 23.36 | 10.92 | 50.25 | 14.04 | 28.39 | 6.84 | 14.18 | 12.52 | 12.32 | 5.14 | 11.63 | 28.42 | 20.34 | 37.80 | 53.99 | 24.04 | 12.49 | 9.81 | 11.16 | 14.16 | 37.01 | 20.31 |
| Yield(%) | 0.00 | 6.82 | 5.48 | 2.82 | 6.60 | 7.35 | 5.10 | … | … | 0.00 | 6.49 | 5.49 | 1.60 | 0.46 | 0.65 | 1.05 | 1.70 | 13.76 | 27.92 | 1.08 | 5.04 | 4.21 | 1.61 | 0.35 | 0.52 | 0.28 | 2.35 | 3.99 | 17.89 | 19.75 | 19.82 | 11.11 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYSVX (PUTNAM SMALL CAP VALUE FUND CLASS Y SHARES) |
-24.44%
Feb 2006 – Feb 2009 |
-10.07%
Feb 2004 – Feb 2009 |
3.07%
Jan 2006 – Jan 2016 |
2.28%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYSVX (PUTNAM SMALL CAP VALUE FUND CLASS Y SHARES) |
34.19%
Mar 2003 – Mar 2006 |
28.04%
Feb 2009 – Feb 2014 |
15.82%
Feb 2009 – Feb 2019 |
13.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart