PEMYX vs. POGAX
Compare and contrast key facts about Putnam Emerging Markets Equity Fund (PEMYX) and Putnam Growth Opportunities Fund (POGAX).
PEMYX is managed by Putnam. It was launched on Sep 28, 2008. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Performance
PEMYX vs. POGAX - Performance Comparison
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PEMYX vs. POGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEMYX Putnam Emerging Markets Equity Fund | 1.54% | 33.48% | 16.22% | 12.16% | -27.42% | -3.85% | 37.11% | 22.70% | -17.39% | 42.73% |
POGAX Putnam Growth Opportunities Fund | -12.94% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
Returns By Period
In the year-to-date period, PEMYX achieves a 1.54% return, which is significantly higher than POGAX's -12.94% return. Over the past 10 years, PEMYX has underperformed POGAX with an annualized return of 9.92%, while POGAX has yielded a comparatively higher 16.09% annualized return.
PEMYX
- 1D
- -0.93%
- 1M
- -12.11%
- YTD
- 1.54%
- 6M
- 5.88%
- 1Y
- 30.84%
- 3Y*
- 18.48%
- 5Y*
- 4.30%
- 10Y*
- 9.92%
POGAX
- 1D
- -0.55%
- 1M
- -9.00%
- YTD
- -12.94%
- 6M
- -12.36%
- 1Y
- 11.50%
- 3Y*
- 18.78%
- 5Y*
- 10.34%
- 10Y*
- 16.09%
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PEMYX vs. POGAX - Expense Ratio Comparison
PEMYX has a 1.08% expense ratio, which is higher than POGAX's 0.99% expense ratio.
Return for Risk
PEMYX vs. POGAX — Risk / Return Rank
PEMYX
POGAX
PEMYX vs. POGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Emerging Markets Equity Fund (PEMYX) and Putnam Growth Opportunities Fund (POGAX). 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.
| PEMYX | POGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 0.52 | +1.26 |
Sortino ratioReturn per unit of downside risk | 2.34 | 0.91 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.13 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 0.52 | +1.63 |
Martin ratioReturn relative to average drawdown | 8.98 | 1.82 | +7.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEMYX | POGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 0.52 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.48 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.76 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.41 | -0.12 |
Correlation
The correlation between PEMYX and POGAX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PEMYX vs. POGAX - Dividend Comparison
PEMYX's dividend yield for the trailing twelve months is around 0.77%, less than POGAX's 6.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEMYX Putnam Emerging Markets Equity Fund | 0.77% | 0.78% | 1.85% | 0.99% | 0.00% | 5.27% | 1.78% | 1.40% | 2.16% | 0.24% | 1.18% | 1.50% |
POGAX Putnam Growth Opportunities Fund | 6.53% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
Drawdowns
PEMYX vs. POGAX - Drawdown Comparison
The maximum PEMYX drawdown since its inception was -45.25%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for PEMYX and POGAX.
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Drawdown Indicators
| PEMYX | POGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.25% | -76.55% | +31.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -16.42% | +3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -41.05% | -34.15% | -6.90% |
Max Drawdown (10Y)Largest decline over 10 years | -45.16% | -34.15% | -11.01% |
Current DrawdownCurrent decline from peak | -13.26% | -16.42% | +3.16% |
Average DrawdownAverage peak-to-trough decline | -16.52% | -29.19% | +12.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 4.73% | -1.55% |
Volatility
PEMYX vs. POGAX - Volatility Comparison
Putnam Emerging Markets Equity Fund (PEMYX) has a higher volatility of 8.30% compared to Putnam Growth Opportunities Fund (POGAX) at 5.57%. This indicates that PEMYX's price experiences larger fluctuations and is considered to be riskier than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEMYX | POGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 5.57% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 12.20% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.23% | 22.15% | -4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 21.62% | -4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 21.12% | -3.50% |