PGTYX vs. LCSIX
Compare and contrast key facts about Putnam Global Technology Fund (PGTYX) and LoCorr Long/Short Commodity Strategies Fund (LCSIX).
PGTYX is managed by Putnam. It was launched on Dec 17, 2008. LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGTYX or LCSIX.
Performance
PGTYX vs. LCSIX - Performance Comparison
Returns By Period
In the year-to-date period, PGTYX achieves a 30.20% return, which is significantly higher than LCSIX's -4.30% return. Over the past 10 years, PGTYX has outperformed LCSIX with an annualized return of 14.12%, while LCSIX has yielded a comparatively lower 5.02% annualized return.
PGTYX
30.20%
-0.81%
11.71%
34.71%
14.27%
14.12%
LCSIX
-4.30%
-1.16%
-5.66%
-3.38%
4.67%
5.02%
Key characteristics
| PGTYX | LCSIX | |
|---|---|---|
| Sharpe Ratio | 1.68 | -0.64 |
| Sortino Ratio | 2.24 | -0.82 |
| Omega Ratio | 1.30 | 0.89 |
| Calmar Ratio | 1.51 | -0.37 |
| Martin Ratio | 7.01 | -1.13 |
| Ulcer Index | 5.06% | 3.00% |
| Daily Std Dev | 21.08% | 5.29% |
| Max Drawdown | -52.31% | -25.05% |
| Current Drawdown | -2.45% | -8.39% |
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PGTYX vs. LCSIX - Expense Ratio Comparison
PGTYX has a 0.62% expense ratio, which is lower than LCSIX's 1.75% expense ratio.
Correlation
The correlation between PGTYX and LCSIX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
PGTYX vs. LCSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and LoCorr Long/Short Commodity Strategies Fund (LCSIX). 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.
Dividends
PGTYX vs. LCSIX - Dividend Comparison
PGTYX's dividend yield for the trailing twelve months is around 0.44%, less than LCSIX's 1.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | 0.44% | 0.57% | 1.71% | 0.00% | 0.00% | 0.58% | 0.49% | 0.00% | 0.83% | 0.00% | 5.14% |
LCSIX LoCorr Long/Short Commodity Strategies Fund | 1.97% | 1.89% | 10.75% | 7.14% | 2.93% | 0.54% | 12.36% | 0.02% | 3.20% | 7.35% | 9.86% |
Drawdowns
PGTYX vs. LCSIX - Drawdown Comparison
The maximum PGTYX drawdown since its inception was -52.31%, which is greater than LCSIX's maximum drawdown of -25.05%. Use the drawdown chart below to compare losses from any high point for PGTYX and LCSIX. For additional features, visit the drawdowns tool.
Volatility
PGTYX vs. LCSIX - Volatility Comparison
Putnam Global Technology Fund (PGTYX) has a higher volatility of 5.86% compared to LoCorr Long/Short Commodity Strategies Fund (LCSIX) at 1.35%. This indicates that PGTYX's price experiences larger fluctuations and is considered to be riskier than LCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.