PGTYX vs. FDGRX

In the year-to-date period, PGTYX achieves a 1.25% return, which is significantly lower than FDGRX's 2.63% return. Over the past 10 years, PGTYX has outperformed FDGRX with an annualized return of 13.94%, while FDGRX has yielded a comparatively lower 12.66% annualized return.

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PGTYX has a 0.62% expense ratio, which is lower than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Fidelity Growth Company Fund (FDGRX). 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.

The current PGTYX Sharpe Ratio is 0.58, which is lower than the FDGRX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of PGTYX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PGTYX nor FDGRX has paid dividends to shareholders.

The maximum PGTYX drawdown since its inception was -52.31%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for PGTYX and FDGRX. For additional features, visit the drawdowns tool.

The current volatility for Putnam Global Technology Fund (PGTYX) is 9.16%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 11.19%. This indicates that PGTYX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.