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PGOYX vs. PGTYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PGOYX vs. PGTYX - Performance Comparison

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

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PGOYX vs. PGTYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PGOYX
Putnam Large Cap Growth Y
-9.67%14.56%33.58%44.57%-30.25%22.95%38.79%36.76%2.58%31.29%
PGTYX
Putnam Global Technology Fund
-3.79%23.31%27.88%53.82%-32.30%11.72%70.92%47.50%-6.72%47.05%

Returns By Period

In the year-to-date period, PGOYX achieves a -9.67% return, which is significantly lower than PGTYX's -3.79% return. Over the past 10 years, PGOYX has underperformed PGTYX with an annualized return of 16.81%, while PGTYX has yielded a comparatively higher 21.36% annualized return.


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%

PGTYX

1D
4.59%
1M
-4.99%
YTD
-3.79%
6M
-4.08%
1Y
35.25%
3Y*
23.60%
5Y*
10.79%
10Y*
21.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PGOYX vs. PGTYX - Expense Ratio Comparison

PGOYX has a 0.65% expense ratio, which is higher than PGTYX's 0.62% expense ratio.


Return for Risk

PGOYX vs. PGTYX — 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

PGTYX
PGTYX Risk / Return Rank: 7777
Overall Rank
PGTYX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
PGTYX Sortino Ratio Rank: 7474
Sortino Ratio Rank
PGTYX Omega Ratio Rank: 6969
Omega Ratio Rank
PGTYX Calmar Ratio Rank: 8989
Calmar Ratio Rank
PGTYX Martin Ratio Rank: 7979
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. PGTYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and Putnam Global Technology Fund (PGTYX). 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.


PGOYXPGTYXDifference

Sharpe ratio

Return per unit of total volatility

0.71

1.31

-0.59

Sortino ratio

Return per unit of downside risk

1.18

1.90

-0.72

Omega ratio

Gain probability vs. loss probability

1.17

1.27

-0.10

Calmar ratio

Return relative to maximum drawdown

0.98

2.50

-1.52

Martin ratio

Return relative to average drawdown

3.34

7.91

-4.57

PGOYX vs. PGTYX - Sharpe Ratio Comparison

The current PGOYX Sharpe Ratio is 0.71, which is lower than the PGTYX Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of PGOYX and PGTYX, 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


PGOYXPGTYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

1.31

-0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.44

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

0.90

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.85

-0.53

Correlation

The correlation between PGOYX and PGTYX is 0.92, 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. PGTYX - Dividend Comparison

PGOYX's dividend yield for the trailing twelve months is around 5.79%, less than PGTYX's 11.26% 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%
PGTYX
Putnam Global Technology Fund
11.26%10.83%6.40%0.57%1.71%21.15%13.60%2.63%9.44%6.75%1.01%4.56%

Drawdowns

PGOYX vs. PGTYX - Drawdown Comparison

The maximum PGOYX drawdown since its inception was -76.03%, which is greater than PGTYX's maximum drawdown of -42.09%. Use the drawdown chart below to compare losses from any high point for PGOYX and PGTYX.


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Drawdown Indicators


PGOYXPGTYXDifference

Max Drawdown

Largest peak-to-trough decline

-76.03%

-42.09%

-33.94%

Max Drawdown (1Y)

Largest decline over 1 year

-16.34%

-14.51%

-1.83%

Max Drawdown (5Y)

Largest decline over 5 years

-34.01%

-42.09%

+8.08%

Max Drawdown (10Y)

Largest decline over 10 years

-34.01%

-42.09%

+8.08%

Current Drawdown

Current decline from peak

-13.24%

-9.61%

-3.63%

Average Drawdown

Average peak-to-trough decline

-31.72%

-6.66%

-25.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.78%

4.58%

+0.20%

Volatility

PGOYX vs. PGTYX - Volatility Comparison

The current volatility for Putnam Large Cap Growth Y (PGOYX) is 6.88%, while Putnam Global Technology Fund (PGTYX) has a volatility of 9.40%. This indicates that PGOYX experiences smaller price fluctuations and is considered to be less risky than PGTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PGOYXPGTYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.88%

9.40%

-2.52%

Volatility (6M)

Calculated over the trailing 6-month period

12.72%

17.20%

-4.48%

Volatility (1Y)

Calculated over the trailing 1-year period

22.41%

28.33%

-5.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.68%

24.75%

-3.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.15%

23.91%

-2.76%