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PGOYX vs. ACIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PGOYX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Putnam Large Cap Growth Y (PGOYX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

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PGOYX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
PGOYX
Putnam Large Cap Growth Y
-9.67%14.56%33.58%44.57%-5.86%
ACIHX
American Century Growth Fund G Class
-10.03%16.26%27.35%44.64%-6.24%

Returns By Period

The year-to-date returns for both stocks are quite close, with PGOYX having a -9.67% return and ACIHX slightly lower at -10.03%.


PGOYX

1D
3.70%
1M
-5.89%
YTD
-9.67%
6M
-9.44%
1Y
14.92%
3Y*
20.52%
5Y*
11.05%
10Y*
16.81%

ACIHX

1D
3.77%
1M
-5.57%
YTD
-10.03%
6M
-9.48%
1Y
16.46%
3Y*
18.66%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PGOYX vs. ACIHX - Expense Ratio Comparison

PGOYX has a 0.65% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Return for Risk

PGOYX vs. ACIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PGOYX
PGOYX Risk / Return Rank: 3030
Overall Rank
PGOYX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
PGOYX Sortino Ratio Rank: 3232
Sortino Ratio Rank
PGOYX Omega Ratio Rank: 3030
Omega Ratio Rank
PGOYX Calmar Ratio Rank: 3232
Calmar Ratio Rank
PGOYX Martin Ratio Rank: 2929
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 3232
Overall Rank
ACIHX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 3434
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 3232
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 3434
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PGOYX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and American Century Growth Fund G Class (ACIHX). 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.


PGOYXACIHXDifference

Sharpe ratio

Return per unit of total volatility

0.71

0.78

-0.06

Sortino ratio

Return per unit of downside risk

1.18

1.28

-0.09

Omega ratio

Gain probability vs. loss probability

1.17

1.18

-0.01

Calmar ratio

Return relative to maximum drawdown

0.98

1.07

-0.09

Martin ratio

Return relative to average drawdown

3.34

3.68

-0.34

PGOYX vs. ACIHX - Sharpe Ratio Comparison

The current PGOYX Sharpe Ratio is 0.71, which is comparable to the ACIHX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of PGOYX and ACIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PGOYXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

0.78

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.78

-0.46

Correlation

The correlation between PGOYX and ACIHX is 0.99, 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.


Dividends

PGOYX vs. ACIHX - Dividend Comparison

PGOYX's dividend yield for the trailing twelve months is around 5.79%, less than ACIHX's 17.73% yield.


TTM20252024202320222021202020192018201720162015
PGOYX
Putnam Large Cap Growth Y
5.79%5.23%4.25%0.46%7.30%8.55%3.12%3.65%7.92%2.05%0.02%5.78%
ACIHX
American Century Growth Fund G Class
17.73%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PGOYX vs. ACIHX - Drawdown Comparison

The maximum PGOYX drawdown since its inception was -76.03%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for PGOYX and ACIHX.


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Drawdown Indicators


PGOYXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-76.03%

-24.00%

-52.03%

Max Drawdown (1Y)

Largest decline over 1 year

-16.34%

-16.40%

+0.06%

Max Drawdown (5Y)

Largest decline over 5 years

-34.01%

Max Drawdown (10Y)

Largest decline over 10 years

-34.01%

Current Drawdown

Current decline from peak

-13.24%

-13.25%

+0.01%

Average Drawdown

Average peak-to-trough decline

-31.72%

-4.95%

-26.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.78%

4.75%

+0.03%

Volatility

PGOYX vs. ACIHX - Volatility Comparison

Putnam Large Cap Growth Y (PGOYX) and American Century Growth Fund G Class (ACIHX) have volatilities of 6.88% and 6.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PGOYXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.88%

6.80%

+0.08%

Volatility (6M)

Calculated over the trailing 6-month period

12.72%

12.60%

+0.12%

Volatility (1Y)

Calculated over the trailing 1-year period

22.41%

22.68%

-0.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.68%

21.28%

+0.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.15%

21.28%

-0.13%