PGTYX vs. FZROX

In the year-to-date period, PGTYX achieves a -6.85% return, which is significantly lower than FZROX's -3.63% return.

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PGTYX has a 0.62% expense ratio, which is higher than FZROX's 0.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Fidelity ZERO Total Market Index Fund (FZROX). 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 0.01, which is lower than the FZROX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of PGTYX and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PGTYX has not paid dividends to shareholders, while FZROX's dividend yield for the trailing twelve months is around 1.20%.

The maximum PGTYX drawdown since its inception was -52.31%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for PGTYX and FZROX. For additional features, visit the drawdowns tool.

Putnam Global Technology Fund (PGTYX) has a higher volatility of 10.30% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 6.98%. This indicates that PGTYX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.