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
| ISIN | US7468028003 |
|---|---|
| CUSIP | 746802800 |
| Issuer | Putnam |
| Inception Date | Oct 2, 1995 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
POGAX has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: POGAX vs. MEGBX, POGAX vs. VUG, POGAX vs. PNOPX, POGAX vs. QQQM, POGAX vs. TQQQ, POGAX vs. FBGRX, POGAX vs. IWF, POGAX vs. VOO, POGAX vs. QQQ, POGAX vs. FSPGX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Putnam Growth Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Putnam Growth Opportunities Fund had a return of 31.33% year-to-date (YTD) and 42.87% in the last 12 months. Over the past 10 years, Putnam Growth Opportunities Fund had an annualized return of 12.75%, outperforming the S&P 500 benchmark which had an annualized return of 11.41%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 31.33% | 25.70% |
| 1 month | 4.10% | 3.51% |
| 6 months | 16.96% | 14.80% |
| 1 year | 42.87% | 37.91% |
| 5 years (annualized) | 13.40% | 14.18% |
| 10 years (annualized) | 12.75% | 11.41% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.30% | 6.71% | 1.93% | -4.57% | 6.33% | 6.81% | -2.53% | 2.12% | 2.95% | -0.82% | 31.33% | ||
| 2023 | 7.53% | -1.15% | 7.33% | 1.71% | 5.92% | 6.66% | 2.21% | -0.73% | -5.66% | -0.88% | 11.51% | 3.45% | 43.49% |
| 2022 | -8.79% | -4.92% | 4.80% | -12.18% | -3.72% | -7.73% | 12.56% | -4.87% | -9.60% | 5.12% | 4.47% | -14.01% | -35.18% |
| 2021 | -0.94% | 0.71% | -0.02% | 7.15% | -2.11% | 6.63% | 3.05% | 3.86% | -6.12% | 7.69% | 0.14% | -7.32% | 12.04% |
| 2020 | 3.79% | -5.89% | -8.86% | 13.51% | 8.21% | 4.54% | 7.48% | 9.35% | -4.48% | -4.51% | 8.54% | 0.65% | 33.89% |
| 2019 | 8.87% | 4.41% | 2.84% | 4.91% | -4.49% | 6.22% | 1.81% | -0.48% | -0.80% | 2.36% | 3.59% | -1.06% | 31.20% |
| 2018 | 9.20% | -3.01% | -2.81% | 0.62% | 4.01% | 1.99% | 3.05% | 4.51% | 1.38% | -8.71% | 1.31% | -14.25% | -4.85% |
| 2017 | 4.68% | 3.61% | 1.29% | 2.88% | 2.76% | -0.35% | 2.59% | 2.21% | 1.25% | 4.31% | 2.21% | -1.66% | 28.82% |
| 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% | -1.72% | 1.61% |
| 2014 | -2.02% | 5.71% | -2.22% | -0.93% | 3.85% | 3.24% | -1.80% | 4.24% | -1.35% | 2.50% | 2.92% | 2.02% | 16.92% |
| 2013 | 4.73% | 0.21% | 3.59% | 0.63% | 3.20% | -1.57% | 6.20% | -1.55% | 4.95% | 4.19% | 3.68% | 4.11% | 37.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of POGAX is 55, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
Putnam Growth Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $1.36 | $3.85 | $1.10 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.01% | 5.95% | 16.07% | 4.52% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 2023 | $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 |
| 2022 | $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 |
| 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 | $0.00 | $0.00 |
| 2018 | $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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 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 | $1.36 | $1.36 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.85 | $3.85 |
| 2013 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 | $1.10 |
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.
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 2056 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.55% | Mar 28, 2000 | 2170 | Nov 20, 2008 | 2056 | Jan 25, 2017 | 4226 |
| -43.07% | Nov 22, 2021 | 282 | Jan 5, 2023 | 360 | Jun 12, 2024 | 642 |
| -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 |
| -26.47% | Oct 2, 2018 | 58 | Dec 24, 2018 | 131 | Jul 3, 2019 | 189 |
Volatility
Volatility Chart
The current Putnam Growth Opportunities Fund volatility is 5.01%, 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.