Putnam Global Technology Fund (PGTYX)
The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in securities of companies in the technology industries.
Fund Info
US7467645211
Dec 17, 2008
$0
Large-Cap
Growth
Expense Ratio
PGTYX has an expense ratio of 0.62%, placing it in the medium range.
Share Price Chart
Loading data...
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
Loading data...
Returns By Period
Putnam Global Technology Fund (PGTYX) returned -0.32% year-to-date (YTD) and 7.16% over the past 12 months. Over the past 10 years, PGTYX delivered an annualized return of 19.60%, outperforming the S&P 500 benchmark at 10.84%.
PGTYX
-0.32%
12.67%
-1.76%
7.16%
20.62%
16.89%
19.60%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.11% | -2.67% | -10.82% | 2.52% | 12.15% | -0.32% | |||||||
| 2024 | 4.23% | 6.63% | 2.08% | -6.07% | 8.64% | 8.31% | -3.32% | 1.81% | 3.09% | -1.73% | 4.80% | -2.53% | 27.71% |
| 2023 | 11.80% | 0.56% | 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% |
| 2021 | 0.77% | 5.33% | -2.93% | 5.78% | -3.38% | 6.53% | -0.98% | 3.79% | -5.62% | 6.50% | -2.60% | -1.01% | 11.72% |
| 2020 | 5.44% | -1.17% | -11.40% | 13.64% | 10.54% | 8.88% | 5.23% | 8.81% | -2.43% | -3.72% | 14.03% | 10.35% | 70.92% |
| 2019 | 11.12% | 5.89% | 1.70% | 7.70% | -6.63% | 6.88% | 3.30% | -1.03% | -1.83% | 3.73% | 5.09% | 4.82% | 47.50% |
| 2018 | 7.98% | -1.05% | -0.48% | 0.45% | 8.86% | -0.32% | -0.32% | 1.43% | -0.65% | -10.89% | -1.48% | -8.74% | -6.72% |
| 2017 | 6.58% | 3.34% | 4.98% | 5.28% | 5.02% | -1.07% | 5.14% | 2.77% | 1.89% | 5.65% | 1.09% | -1.11% | 47.05% |
| 2016 | -5.63% | -1.94% | 6.55% | -2.12% | 4.74% | -2.16% | 7.98% | 2.74% | 4.13% | -0.57% | -0.58% | -0.40% | 12.50% |
| 2015 | -3.29% | 5.46% | -1.91% | 2.92% | 3.19% | -2.88% | 2.29% | -5.57% | -1.95% | 13.65% | 1.63% | -1.63% | 11.03% |
| 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 25, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
Loading data...
Dividends
Dividend History
Putnam Global Technology Fund provided a 6.42% dividend yield over the last twelve months, with an annual payout of $4.65 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.65 | $4.65 | $0.34 | $0.68 | $12.57 | $8.79 | $1.13 | $2.83 | $2.38 | $0.26 | $1.05 | $1.11 |
Dividend yield | 6.42% | 6.40% | 0.57% | 1.71% | 21.15% | 13.60% | 2.63% | 9.44% | 6.75% | 1.01% | 4.56% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $4.65 | $4.65 |
| 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 | $12.57 | $12.57 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.79 | $8.79 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.83 | $2.83 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.38 | $2.38 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 | $1.05 |
| 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.
Loading data...
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 42.09%, occurring on Oct 14, 2022. Recovery took 316 trading sessions.
The current Putnam Global Technology Fund drawdown is 5.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.09% | Nov 17, 2021 | 229 | Oct 14, 2022 | 316 | Jan 19, 2024 | 545 |
| -30.57% | Feb 20, 2020 | 20 | Mar 18, 2020 | 51 | Jun 1, 2020 | 71 |
| -29.24% | Jul 26, 2018 | 105 | Dec 24, 2018 | 131 | Jul 3, 2019 | 236 |
| -28.46% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -19.77% | Feb 22, 2011 | 156 | Oct 3, 2011 | 98 | Feb 23, 2012 | 254 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...