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PSYGX: Putnam Small Cap Growth Fund Class Y (MUTUAL FUND)
Basic Info 98.28 4.27(4.16%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 01/29/2007 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 0.44% |
| Expenses | 1.98% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 15.6 | 27.0 | 20.4 | 9.3 | 15.6 | 13.0 | 10.1 | 11.3 | 23.3 | 23.2 | -27.9 | 14.7 | 48.0 | 38.0 | -2.2 | 20.5 | 8.8 | -2.6 | 2.2 | 48.0 | 14.6 | -3.6 | 28.7 | 26.6 | -43.0 | 2.1 |
| Sharpe Ratio | NA | 1.36 | 1.06 | 0.79 | 0.29 | 0.59 | NA | 0.36 | 0.36 | 1.01 | 1.15 | -0.96 | 0.61 | 1.24 | 2.16 | -0.17 | 1.53 | 0.43 | -0.14 | 0.12 | 3.18 | 0.81 | -0.11 | 1.09 | 0.86 | -1.08 | -0.04 |
| Draw Down(%) | NA | 13.9 | 13.9 | 26.2 | 38.7 | 38.7 | NA | 61.8 | 23.7 | 9.4 | 14.3 | 33.8 | 14.8 | 37.4 | 8.6 | 28.8 | 5.0 | 19.8 | 19.4 | 16.1 | 5.7 | 15.6 | 31.4 | 19.5 | 27.3 | 53.5 | 13.3 |
| Standard Deviation(%) | NA | 27.7 | 23.0 | 21.6 | 23.3 | 23.7 | NA | 24.7 | 23.6 | 19.4 | 17.1 | 30.5 | 23.9 | 38.4 | 16.9 | 21.8 | 13.0 | 20.0 | 18.5 | 18.2 | 15.1 | 18.1 | 33.2 | 26.1 | 30.9 | 40.7 | 19.4 |
| Treynor Ratio | NA | 0.33 | 0.22 | 0.18 | 0.07 | 0.14 | NA | 0.09 | 0.09 | 0.2 | 0.24 | -0.33 | 0.13 | 0.48 | 0.35 | -0.03 | 0.17 | 0.08 | -0.02 | 0.02 | 0.47 | 0.14 | -0.04 | 0.26 | 0.29 | -0.47 | -0.01 |
| Alpha | NA | 0.0 | -0.01 | 0.02 | 0.02 | 0.02 | NA | 0.0 | 0.0 | 0.02 | 0.02 | -0.01 | 0.03 | 0.04 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.01 | -0.01 | -0.04 | -0.04 | -0.02 |
| Beta | NA | 1.16 | 1.09 | 0.97 | 0.94 | 0.99 | NA | 0.99 | 0.93 | 0.99 | 0.82 | 0.9 | 1.11 | 0.99 | 1.03 | 1.1 | 1.2 | 1.11 | 1.12 | 1.13 | 1.02 | 1.04 | 1.02 | 1.08 | 0.92 | 0.93 | 1.01 |
| RSquared | NA | 0.9 | 0.88 | 0.89 | 0.91 | 0.93 | NA | 0.95 | 0.92 | 0.9 | 0.88 | 0.94 | 0.94 | 0.97 | 0.92 | 0.95 | 0.9 | 0.95 | 0.94 | 0.95 | 0.96 | 0.97 | 0.99 | 0.98 | 0.96 | 0.97 | 0.94 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.4 | 0.0 | 0.0 | 0.0 | 14.7 | 6.5 | 2.5 | 1.7 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.2 | 0.0 | 0.0 | 13.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 209.5 | 253.4 | 39.0 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/25/2007
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