Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POGBX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS B SHARES) | NA | 8.46% | 11.48% | 14.66% | 13.30% | 13.45% | 11.14% | … | … |
Data as of 04/23/2025, Common starting date is 10/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POGBX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS B SHARES) | 10/27/1997 | 04/23/2025 |
| 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.46 | 11.48 | 14.66 | 13.30 | 13.45 | 11.14 | … | … | 0.00 | 16.69 | 43.15 | -30.97 | 21.74 | 37.45 | 35.37 | 1.51 | 29.95 | 5.54 | 0.32 | 12.78 | 35.58 | 16.81 | -4.26 | 16.56 | 40.09 | -35.90 | 4.80 | 8.45 | 2.98 | 0.65 | 22.55 | -30.55 | -32.76 | -27.16 | 50.31 | 46.33 | 9.38 |
| Sharpe Ratio | NA | 0.42 | 0.44 | 0.62 | 0.59 | NA | NA | … | … | 0.00 | 0.85 | 2.48 | -1.07 | 1.23 | 1.07 | 2.36 | 0.01 | 3.42 | 0.36 | 0.02 | 0.92 | 2.90 | 1.09 | -0.16 | 0.87 | 1.59 | -0.93 | 0.10 | 0.42 | 0.06 | -0.03 | 1.19 | -1.14 | -1.03 | -0.80 | 1.89 | 1.69 | 2.53 |
| Standard Deviation(%) | NA | 12.08 | 19.53 | 20.40 | 20.15 | NA | NA | … | … | NA | 15.33 | 16.07 | 30.27 | 17.59 | 34.63 | 14.38 | 20.56 | 8.61 | 14.61 | 16.45 | 13.86 | 12.24 | 15.50 | 26.58 | 18.90 | 25.19 | 39.60 | 16.44 | 12.02 | 11.34 | 12.45 | 18.30 | 27.86 | 34.62 | 39.07 | 24.77 | 25.41 | 24.32 |
| Draw Down(%) | NA | 13.50 | 19.81 | 34.58 | 34.58 | NA | NA | … | … | 0.00 | 13.50 | 10.64 | 33.74 | 9.78 | 29.66 | 6.74 | 21.11 | 2.45 | 13.21 | 13.27 | 8.68 | 5.79 | 12.96 | 23.11 | 16.76 | 19.73 | 48.75 | 10.21 | 10.40 | 9.50 | 14.49 | 11.73 | 37.24 | 48.95 | 40.28 | 15.45 | 27.30 | 7.68 |
| Yield(%) | 0.00 | 0.00 | 2.81 | 6.57 | 7.24 | 9.66 | 9.03 | … | … | 0.00 | 0.00 | 0.93 | 6.40 | 12.76 | 5.28 | 6.03 | 8.80 | 2.42 | 0.00 | 5.96 | 16.62 | 5.77 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 |
Data as of 04/23/2025, Common starting date is 10/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POGBX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS B SHARES) |
-32.19%
Mar 2000 – Mar 2003 |
-18.29%
Mar 2000 – Mar 2005 |
-9.14%
Aug 2000 – Aug 2010 |
-1.47%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POGBX (PUTNAM GROWTH OPPORTUNITIES FUND CLASS B SHARES) |
31.33%
Dec 2018 – Dec 2021 |
24.70%
Oct 2016 – Oct 2021 |
19.04%
Sep 2011 – Sep 2021 |
17.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart