PGTYX vs. FIKGX
Compare and contrast key facts about Putnam Global Technology Fund (PGTYX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX).
PGTYX is managed by Putnam. It was launched on Dec 17, 2008. FIKGX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
PGTYX vs. FIKGX - Performance Comparison
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PGTYX vs. FIKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | -3.79% | 23.31% | 27.88% | 53.82% | -32.30% | 11.72% | 70.92% | 47.50% | -16.04% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 7.52% | 45.43% | 35.88% | 75.75% | -34.81% | 58.07% | 44.21% | 64.45% | -11.11% |
Returns By Period
In the year-to-date period, PGTYX achieves a -3.79% return, which is significantly lower than FIKGX's 7.52% return.
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%
FIKGX
- 1D
- 7.13%
- 1M
- -4.44%
- YTD
- 7.52%
- 6M
- 14.55%
- 1Y
- 88.96%
- 3Y*
- 38.99%
- 5Y*
- 27.65%
- 10Y*
- —
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PGTYX vs. FIKGX - Expense Ratio Comparison
Both PGTYX and FIKGX have an expense ratio of 0.62%.
Return for Risk
PGTYX vs. FIKGX — Risk / Return Rank
PGTYX
FIKGX
PGTYX vs. FIKGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX). 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.
| PGTYX | FIKGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 2.26 | -0.96 |
Sortino ratioReturn per unit of downside risk | 1.90 | 2.86 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 5.22 | -2.73 |
Martin ratioReturn relative to average drawdown | 7.91 | 19.77 | -11.86 |
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
| PGTYX | FIKGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 2.26 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.73 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.85 | 0.00 |
Correlation
The correlation between PGTYX and FIKGX is 0.84, 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
PGTYX vs. FIKGX - Dividend Comparison
PGTYX's dividend yield for the trailing twelve months is around 11.26%, more than FIKGX's 6.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 6.20% | 6.67% | 0.00% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
PGTYX vs. FIKGX - Drawdown Comparison
The maximum PGTYX drawdown since its inception was -42.09%, smaller than the maximum FIKGX drawdown of -45.98%. Use the drawdown chart below to compare losses from any high point for PGTYX and FIKGX.
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Drawdown Indicators
| PGTYX | FIKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.09% | -45.98% | +3.89% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -17.09% | +2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -42.09% | -45.98% | +3.89% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | — | — |
Current DrawdownCurrent decline from peak | -9.61% | -8.55% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -10.00% | +3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 4.51% | +0.07% |
Volatility
PGTYX vs. FIKGX - Volatility Comparison
The current volatility for Putnam Global Technology Fund (PGTYX) is 9.40%, while Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a volatility of 12.80%. This indicates that PGTYX experiences smaller price fluctuations and is considered to be less risky than FIKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGTYX | FIKGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.40% | 12.80% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 17.20% | 25.66% | -8.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.33% | 40.19% | -11.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.75% | 38.15% | -13.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 38.39% | -14.48% |