PGTYX vs. PVFAX

In the year-to-date period, PGTYX achieves a -6.85% return, which is significantly higher than PVFAX's -11.64% return. Over the past 10 years, PGTYX has outperformed PVFAX with an annualized return of 12.19%, while PVFAX has yielded a comparatively lower -0.15% annualized return.

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PGTYX has a 0.62% expense ratio, which is lower than PVFAX's 1.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Paradigm Value Fund (PVFAX). 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 higher than the PVFAX Sharpe Ratio of -0.66. The chart below compares the historical Sharpe Ratios of PGTYX and PVFAX, 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 PVFAX has paid dividends to shareholders.

The maximum PGTYX drawdown since its inception was -52.31%, smaller than the maximum PVFAX drawdown of -58.24%. Use the drawdown chart below to compare losses from any high point for PGTYX and PVFAX. For additional features, visit the drawdowns tool.

Putnam Global Technology Fund (PGTYX) has a higher volatility of 10.30% compared to Paradigm Value Fund (PVFAX) at 8.05%. This indicates that PGTYX's price experiences larger fluctuations and is considered to be riskier than PVFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.