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Putnam Global Technology Fund (PGTYX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US7467645211

Issuer

Putnam

Inception Date

Dec 17, 2008

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

PGTYX has an expense ratio of 0.62%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Putnam Global Technology Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


400.00%500.00%600.00%700.00%800.00%900.00%December2025FebruaryMarchAprilMay
724.52%
504.34%
PGTYX (Putnam Global Technology Fund)
Benchmark (^GSPC)

Returns By Period

Putnam Global Technology Fund (PGTYX) returned -7.69% year-to-date (YTD) and -0.58% over the past 12 months. Over the past 10 years, PGTYX delivered an annualized return of 12.08%, outperforming the S&P 500 benchmark at 10.31%.


PGTYX

YTD

-7.69%

1M

19.28%

6M

-14.31%

1Y

-0.58%

5Y*

7.63%

10Y*

12.08%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of PGTYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.11%-2.67%-10.82%2.52%3.85%-7.69%
20244.23%6.63%2.08%-6.07%8.64%8.31%-3.32%1.81%3.09%-1.73%4.80%-8.32%20.12%
202311.80%0.57%9.93%-1.12%7.57%6.30%1.99%-2.18%-6.20%-0.29%14.49%3.03%53.82%
2022-8.01%-7.32%0.10%-11.41%-0.20%-8.05%9.53%-3.87%-12.44%3.13%10.58%-7.19%-32.30%
20210.77%5.33%-2.93%5.78%-3.38%6.53%-0.98%3.79%-5.62%6.50%-2.60%-18.49%-8.00%
20205.44%-1.17%-11.40%13.64%10.54%8.88%5.23%8.81%-2.43%-3.72%14.03%-3.06%50.15%
201911.12%5.89%1.70%7.70%-6.63%6.88%3.30%-1.03%-1.83%3.73%5.09%2.71%44.54%
20187.99%-1.05%-0.48%0.45%8.86%-0.32%-0.32%1.43%-0.65%-10.89%-1.48%-16.38%-14.53%
20176.58%3.34%4.98%5.28%5.02%-1.07%5.14%2.77%1.89%5.65%1.09%-7.35%37.78%
2016-5.63%-1.94%6.55%-2.12%4.74%-2.16%7.98%2.74%4.13%-0.57%-0.58%-0.58%12.30%
2015-3.29%5.46%-1.91%2.92%3.19%-2.88%2.29%-5.57%-1.95%13.65%1.63%-5.91%6.21%
2014-2.81%5.16%-1.62%-1.10%5.15%3.50%0.37%2.96%-1.75%1.37%5.41%-2.82%14.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PGTYX is 20, meaning it’s performing worse than 80% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PGTYX is 2020
Overall Rank
The Sharpe Ratio Rank of PGTYX is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of PGTYX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of PGTYX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of PGTYX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of PGTYX is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Putnam Global Technology Fund Sharpe ratio is 0.03. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Putnam Global Technology Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.02
0.44
PGTYX (Putnam Global Technology Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Putnam Global Technology Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.34$0.68$0.00$0.00$0.25$0.15$0.00$0.21$0.00$1.11

Dividend yield

0.00%0.00%0.57%1.71%0.00%0.00%0.58%0.49%0.00%0.83%0.00%5.14%

Monthly Dividends

The table displays the monthly dividend distributions for Putnam Global Technology Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.68$0.68
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$1.11$1.11

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-17.81%
-8.35%
PGTYX (Putnam Global Technology Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Putnam Global Technology Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Putnam Global Technology Fund was 52.31%, occurring on Oct 14, 2022. Recovery took 416 trading sessions.

The current Putnam Global Technology Fund drawdown is 17.81%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.31%Nov 17, 2021229Oct 14, 2022416Jun 12, 2024645
-35.16%Jul 26, 2018105Dec 24, 2018245Dec 13, 2019350
-32.71%Dec 5, 202484Apr 8, 2025
-30.57%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-19.76%Feb 22, 2011156Oct 3, 201198Feb 23, 2012254

Volatility

Volatility Chart

The current Putnam Global Technology Fund volatility is 16.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
16.38%
11.43%
PGTYX (Putnam Global Technology Fund)
Benchmark (^GSPC)