PGTYX vs. QQQ

In the year-to-date period, PGTYX achieves a -1.31% return, which is significantly lower than QQQ's 1.69% return. Over the past 10 years, PGTYX has outperformed QQQ with an annualized return of 19.52%, while QQQ has yielded a comparatively lower 17.69% annualized return.

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PGTYX has a 0.62% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Invesco QQQ (QQQ). 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 0.29, which is lower than the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of PGTYX and QQQ, 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's dividend yield for the trailing twelve months is around 6.49%, more than QQQ's 0.58% yield.

The maximum PGTYX drawdown since its inception was -42.09%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for PGTYX and QQQ.

Putnam Global Technology Fund (PGTYX) has a higher volatility of 6.97% compared to Invesco QQQ (QQQ) at 5.62%. This indicates that PGTYX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.