Correlation
The correlation between PGTYX and PVFAX 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.
PGTYX vs. PVFAX
Compare and contrast key facts about Putnam Global Technology Fund (PGTYX) and Paradigm Value Fund (PVFAX).
PGTYX is managed by Putnam. It was launched on Dec 17, 2008. PVFAX is managed by Paradigm Funds. It was launched on Dec 31, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGTYX or PVFAX.
Performance
PGTYX vs. PVFAX - Performance Comparison
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Key characteristics
PGTYX:
0.29
PVFAX:
-0.22
PGTYX:
0.46
PVFAX:
-0.19
PGTYX:
1.06
PVFAX:
0.98
PGTYX:
0.19
PVFAX:
-0.23
PGTYX:
0.57
PVFAX:
-0.63
PGTYX:
9.33%
PVFAX:
10.21%
PGTYX:
30.85%
PVFAX:
25.41%
PGTYX:
-42.09%
PVFAX:
-54.40%
PGTYX:
-6.57%
PVFAX:
-17.07%
Returns By Period
In the year-to-date period, PGTYX achieves a -1.31% return, which is significantly higher than PVFAX's -10.63% return. Over the past 10 years, PGTYX has outperformed PVFAX with an annualized return of 19.52%, while PVFAX has yielded a comparatively lower 8.04% annualized return.
PGTYX
-1.31%
11.03%
-3.81%
8.79%
20.27%
16.66%
19.52%
PVFAX
-10.63%
4.87%
-14.84%
-5.54%
4.04%
11.30%
8.04%
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PGTYX vs. PVFAX - Expense Ratio Comparison
PGTYX has a 0.62% expense ratio, which is lower than PVFAX's 1.50% expense ratio.
Risk-Adjusted Performance
PGTYX vs. PVFAX — Risk-Adjusted Performance Rank
PGTYX
PVFAX
PGTYX vs. PVFAX - Risk-Adjusted Performance Comparison
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.
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Dividends
PGTYX vs. PVFAX - Dividend Comparison
PGTYX's dividend yield for the trailing twelve months is around 6.49%, less than PVFAX's 15.28% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | 6.49% | 6.40% | 0.57% | 1.71% | 21.15% | 13.60% | 2.63% | 9.44% | 6.75% | 1.01% | 4.56% | 5.14% |
PVFAX Paradigm Value Fund | 15.28% | 13.65% | 6.48% | 8.70% | 2.67% | 2.17% | 5.02% | 14.18% | 12.17% | 4.91% | 14.01% | 19.62% |
Drawdowns
PGTYX vs. PVFAX - Drawdown Comparison
The maximum PGTYX drawdown since its inception was -42.09%, smaller than the maximum PVFAX drawdown of -54.40%. Use the drawdown chart below to compare losses from any high point for PGTYX and PVFAX.
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Volatility
PGTYX vs. PVFAX - Volatility Comparison
The current volatility for Putnam Global Technology Fund (PGTYX) is 6.97%, while Paradigm Value Fund (PVFAX) has a volatility of 7.35%. This indicates that PGTYX experiences smaller price fluctuations and is considered to be less risky than PVFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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