Putnam Growth Opportunities Fund (POGAX)
The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. The manager may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. The fund is non-diversified.
Fund Info
US7468028003
746802800
Oct 2, 1995
$0
Large-Cap
Growth
Expense Ratio
POGAX has a high expense ratio of 0.99%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Putnam Growth Opportunities Fund (POGAX) returned -1.64% year-to-date (YTD) and 13.18% over the past 12 months. Over the past 10 years, POGAX delivered an annualized return of 15.50%, outperforming the S&P 500 benchmark at 10.84%.
POGAX
-1.64%
8.20%
0.62%
13.18%
19.44%
15.34%
15.50%
^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 POGAX, 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 | 1.81% | -3.49% | -9.18% | 2.02% | 8.05% | -1.64% | |||||||
| 2024 | 3.30% | 6.71% | 1.93% | -4.57% | 6.33% | 6.81% | -2.53% | 2.12% | 2.95% | -0.82% | 6.12% | 1.44% | 33.22% |
| 2023 | 7.53% | -1.15% | 7.33% | 1.71% | 5.92% | 6.66% | 2.21% | -0.73% | -5.66% | -0.88% | 11.51% | 3.99% | 44.22% |
| 2022 | -8.79% | -4.92% | 4.80% | -12.18% | -3.72% | -7.73% | 12.56% | -4.87% | -9.60% | 5.12% | 4.47% | -7.70% | -30.43% |
| 2021 | -0.94% | 0.71% | -0.02% | 7.15% | -2.11% | 6.63% | 3.05% | 3.86% | -6.12% | 7.69% | 0.14% | 1.44% | 22.64% |
| 2020 | 3.79% | -5.89% | -8.86% | 13.51% | 8.21% | 4.54% | 7.48% | 9.35% | -4.48% | -4.51% | 8.54% | 4.07% | 38.44% |
| 2019 | 8.87% | 4.41% | 2.84% | 4.91% | -4.49% | 6.22% | 1.81% | -0.48% | -0.80% | 2.36% | 3.59% | 2.89% | 36.44% |
| 2018 | 9.20% | -3.01% | -2.81% | 0.62% | 4.01% | 1.99% | 3.05% | 4.51% | 1.38% | -8.71% | 1.31% | -7.33% | 2.83% |
| 2017 | 4.68% | 3.61% | 1.29% | 2.88% | 2.76% | -0.35% | 2.59% | 2.21% | 1.25% | 4.31% | 2.21% | -0.02% | 30.97% |
| 2016 | -6.42% | -1.26% | 6.05% | -0.36% | 2.91% | -1.48% | 5.60% | 0.42% | 1.29% | -2.42% | 2.02% | 0.46% | 6.34% |
| 2015 | -2.13% | 6.66% | -1.68% | -0.41% | 2.00% | -2.12% | 2.78% | -6.45% | -3.53% | 9.09% | 0.12% | -1.94% | 1.37% |
| 2014 | -2.02% | 5.71% | -2.22% | -0.93% | 3.85% | 3.24% | -1.80% | 4.24% | -1.35% | 2.50% | 2.92% | 1.55% | 16.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of POGAX is 43, 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 Growth Opportunities Fund (POGAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Putnam Growth Opportunities Fund provided a 4.66% dividend yield over the last twelve months, with an annual payout of $3.19 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.19 | $3.19 | $0.27 | $2.97 | $5.32 | $1.72 | $1.50 | $2.38 | $0.59 | $0.00 | $1.31 | $3.72 |
Dividend yield | 4.66% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% | 15.53% |
Monthly Dividends
The table displays the monthly dividend distributions for Putnam Growth Opportunities 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 | $3.19 | $3.19 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.97 | $2.97 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.32 | $5.32 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.72 | $1.72 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $1.50 |
| 2018 | $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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2016 | $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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 | $1.31 |
| 2014 | $3.72 | $3.72 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Putnam Growth Opportunities 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 Growth Opportunities Fund was 76.55%, occurring on Nov 20, 2008. Recovery took 2058 trading sessions.
The current Putnam Growth Opportunities Fund drawdown is 5.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.55% | Mar 28, 2000 | 2170 | Nov 20, 2008 | 2058 | Jan 27, 2017 | 4228 |
| -34.15% | Nov 22, 2021 | 226 | Oct 14, 2022 | 315 | Jan 18, 2024 | 541 |
| -29.64% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -27.16% | Jul 21, 1998 | 58 | Oct 8, 1998 | 52 | Dec 21, 1998 | 110 |
| -23.66% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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