PGGIX vs. PGOYX
Compare and contrast key facts about Putnam Global Income Trust (PGGIX) and Putnam Large Cap Growth Y (PGOYX).
PGGIX is managed by Putnam. It was launched on May 31, 1987. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
PGGIX vs. PGOYX - Performance Comparison
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PGGIX vs. PGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGGIX Putnam Global Income Trust | -0.67% | 6.27% | -0.26% | 5.27% | -15.05% | -6.38% | 5.93% | 9.35% | -2.36% | 7.24% |
PGOYX Putnam Large Cap Growth Y | -8.75% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 31.29% |
Returns By Period
In the year-to-date period, PGGIX achieves a -0.67% return, which is significantly higher than PGOYX's -8.75% return. Over the past 10 years, PGGIX has underperformed PGOYX with an annualized return of 0.72%, while PGOYX has yielded a comparatively higher 16.93% annualized return.
PGGIX
- 1D
- 0.30%
- 1M
- -1.38%
- YTD
- -0.67%
- 6M
- -0.37%
- 1Y
- 3.41%
- 3Y*
- 2.77%
- 5Y*
- -1.94%
- 10Y*
- 0.72%
PGOYX
- 1D
- 1.02%
- 1M
- -4.07%
- YTD
- -8.75%
- 6M
- -8.50%
- 1Y
- 15.12%
- 3Y*
- 20.93%
- 5Y*
- 11.28%
- 10Y*
- 16.93%
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PGGIX vs. PGOYX - Expense Ratio Comparison
PGGIX has a 0.91% expense ratio, which is higher than PGOYX's 0.65% expense ratio.
Return for Risk
PGGIX vs. PGOYX — Risk / Return Rank
PGGIX
PGOYX
PGGIX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Income Trust (PGGIX) and Putnam Large Cap Growth Y (PGOYX). 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.
| PGGIX | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.72 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.19 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.05 | +0.14 |
Martin ratioReturn relative to average drawdown | 4.74 | 3.53 | +1.21 |
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
| PGGIX | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.72 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.38 | 0.52 | -0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.80 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.32 | +0.47 |
Correlation
The correlation between PGGIX and PGOYX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PGGIX vs. PGOYX - Dividend Comparison
PGGIX's dividend yield for the trailing twelve months is around 3.50%, less than PGOYX's 5.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGGIX Putnam Global Income Trust | 3.50% | 3.86% | 2.79% | 2.17% | 2.06% | 1.72% | 1.65% | 2.04% | 2.42% | 3.17% | 3.29% | 2.44% |
PGOYX Putnam Large Cap Growth Y | 5.74% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
PGGIX vs. PGOYX - Drawdown Comparison
The maximum PGGIX drawdown since its inception was -26.81%, smaller than the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for PGGIX and PGOYX.
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Drawdown Indicators
| PGGIX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.81% | -76.03% | +49.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -16.34% | +13.20% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -34.01% | +10.46% |
Max Drawdown (10Y)Largest decline over 10 years | -25.24% | -34.01% | +8.77% |
Current DrawdownCurrent decline from peak | -11.99% | -12.36% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -31.71% | +27.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 4.84% | -4.06% |
Volatility
PGGIX vs. PGOYX - Volatility Comparison
The current volatility for Putnam Global Income Trust (PGGIX) is 1.63%, while Putnam Large Cap Growth Y (PGOYX) has a volatility of 6.97%. This indicates that PGGIX experiences smaller price fluctuations and is considered to be less risky than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGGIX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 6.97% | -5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 2.31% | 12.75% | -10.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 22.43% | -18.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.11% | 21.67% | -16.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.57% | 21.15% | -16.58% |