IGIAX vs. PMYYX
Compare and contrast key facts about Integrity ESG Growth & Income Fund (IGIAX) and Putnam Multi-Cap Core Fund (PMYYX).
IGIAX is managed by IntegrityVikingFunds. It was launched on Jan 3, 1995. PMYYX is managed by Putnam. It was launched on Sep 24, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGIAX or PMYYX.
Key characteristics
| IGIAX | PMYYX | |
|---|---|---|
| YTD Return | 25.06% | 29.61% |
| 1Y Return | 35.56% | 37.56% |
| 3Y Return (Ann) | 7.96% | 6.73% |
| 5Y Return (Ann) | 14.02% | 13.17% |
| 10Y Return (Ann) | 11.86% | 11.38% |
| Sharpe Ratio | 2.79 | 3.19 |
| Sortino Ratio | 3.84 | 4.20 |
| Omega Ratio | 1.51 | 1.60 |
| Calmar Ratio | 3.88 | 3.35 |
| Martin Ratio | 16.26 | 21.28 |
| Ulcer Index | 2.33% | 1.86% |
| Daily Std Dev | 13.52% | 12.38% |
| Max Drawdown | -43.45% | -35.25% |
| Current Drawdown | -0.03% | 0.00% |
Correlation
The correlation between IGIAX and PMYYX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IGIAX vs. PMYYX - Performance Comparison
In the year-to-date period, IGIAX achieves a 25.06% return, which is significantly lower than PMYYX's 29.61% return. Both investments have delivered pretty close results over the past 10 years, with IGIAX having a 11.86% annualized return and PMYYX not far behind at 11.38%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IGIAX vs. PMYYX - Expense Ratio Comparison
IGIAX has a 1.24% expense ratio, which is higher than PMYYX's 0.71% expense ratio.
Risk-Adjusted Performance
IGIAX vs. PMYYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity ESG Growth & Income Fund (IGIAX) and Putnam Multi-Cap Core Fund (PMYYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IGIAX vs. PMYYX - Dividend Comparison
IGIAX's dividend yield for the trailing twelve months is around 0.54%, less than PMYYX's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGIAX Integrity ESG Growth & Income Fund | 0.54% | 0.67% | 0.54% | 0.09% | 0.60% | 1.39% | 0.66% | 1.08% | 1.46% | 0.79% | 0.67% | 0.37% |
PMYYX Putnam Multi-Cap Core Fund | 0.74% | 0.95% | 0.32% | 0.99% | 1.07% | 1.74% | 0.00% | 1.44% | 1.21% | 2.29% | 2.15% | 10.12% |
Drawdowns
IGIAX vs. PMYYX - Drawdown Comparison
The maximum IGIAX drawdown since its inception was -43.45%, which is greater than PMYYX's maximum drawdown of -35.25%. Use the drawdown chart below to compare losses from any high point for IGIAX and PMYYX. For additional features, visit the drawdowns tool.
Volatility
IGIAX vs. PMYYX - Volatility Comparison
The current volatility for Integrity ESG Growth & Income Fund (IGIAX) is 3.73%, while Putnam Multi-Cap Core Fund (PMYYX) has a volatility of 4.09%. This indicates that IGIAX experiences smaller price fluctuations and is considered to be less risky than PMYYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.