PGTYX vs. PGOYX
Compare and contrast key facts about Putnam Global Technology Fund (PGTYX) and Putnam Large Cap Growth Y (PGOYX).
PGTYX is managed by Putnam. It was launched on Dec 17, 2008. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
PGTYX vs. PGOYX - Performance Comparison
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PGTYX vs. PGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, PGTYX achieves a -3.79% return, which is significantly higher than PGOYX's -9.67% return. Over the past 10 years, PGTYX has outperformed PGOYX with an annualized return of 21.36%, while PGOYX has yielded a comparatively lower 16.81% annualized 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%
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%
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PGTYX vs. PGOYX - Expense Ratio Comparison
PGTYX has a 0.62% expense ratio, which is lower than PGOYX's 0.65% expense ratio.
Return for Risk
PGTYX vs. PGOYX — Risk / Return Rank
PGTYX
PGOYX
PGTYX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Putnam Large Cap Growth Y (PGOYX). 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 | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.71 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.18 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 0.98 | +1.52 |
Martin ratioReturn relative to average drawdown | 7.91 | 3.34 | +4.57 |
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 | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.71 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.51 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.80 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.32 | +0.53 |
Correlation
The correlation between PGTYX and PGOYX 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
PGTYX vs. PGOYX - Dividend Comparison
PGTYX's dividend yield for the trailing twelve months is around 11.26%, more than PGOYX's 5.79% 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% |
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% |
Drawdowns
PGTYX vs. PGOYX - Drawdown Comparison
The maximum PGTYX drawdown since its inception was -42.09%, smaller than the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for PGTYX and PGOYX.
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Drawdown Indicators
| PGTYX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.09% | -76.03% | +33.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -16.34% | +1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -42.09% | -34.01% | -8.08% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -34.01% | -8.08% |
Current DrawdownCurrent decline from peak | -9.61% | -13.24% | +3.63% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -31.72% | +25.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 4.78% | -0.20% |
Volatility
PGTYX vs. PGOYX - Volatility Comparison
Putnam Global Technology Fund (PGTYX) has a higher volatility of 9.40% compared to Putnam Large Cap Growth Y (PGOYX) at 6.88%. This indicates that PGTYX's price experiences larger fluctuations and is considered to be riskier than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGTYX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.40% | 6.88% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 17.20% | 12.72% | +4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.33% | 22.41% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.75% | 21.68% | +3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 21.15% | +2.76% |