PMYYX vs. PCONX
Compare and contrast key facts about Putnam Multi-Cap Core Fund (PMYYX) and Putnam Convertible Securities Fund (PCONX).
PMYYX is managed by Putnam. It was launched on Sep 24, 2010. PCONX is managed by Putnam. It was launched on Jun 28, 1972.
Performance
PMYYX vs. PCONX - Performance Comparison
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PMYYX vs. PCONX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | -7.83% | 17.33% | 26.46% | 27.98% | -15.94% | 30.93% | 17.69% | 32.52% | -7.91% | 24.00% |
PCONX Putnam Convertible Securities Fund | -0.37% | 11.97% | 12.60% | 10.13% | -19.27% | 4.23% | 44.86% | 24.32% | -2.92% | 14.41% |
Returns By Period
In the year-to-date period, PMYYX achieves a -7.83% return, which is significantly lower than PCONX's -0.37% return. Over the past 10 years, PMYYX has outperformed PCONX with an annualized return of 14.69%, while PCONX has yielded a comparatively lower 9.95% annualized return.
PMYYX
- 1D
- -0.22%
- 1M
- -7.86%
- YTD
- -7.83%
- 6M
- -4.48%
- 1Y
- 13.59%
- 3Y*
- 18.00%
- 5Y*
- 11.50%
- 10Y*
- 14.69%
PCONX
- 1D
- -1.60%
- 1M
- -5.76%
- YTD
- -0.37%
- 6M
- -0.80%
- 1Y
- 15.29%
- 3Y*
- 10.35%
- 5Y*
- 2.88%
- 10Y*
- 9.95%
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PMYYX vs. PCONX - Expense Ratio Comparison
PMYYX has a 0.71% expense ratio, which is lower than PCONX's 1.03% expense ratio.
Return for Risk
PMYYX vs. PCONX — Risk / Return Rank
PMYYX
PCONX
PMYYX vs. PCONX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Multi-Cap Core Fund (PMYYX) and Putnam Convertible Securities Fund (PCONX). 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.
| PMYYX | PCONX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.07 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.51 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.85 | -0.88 |
Martin ratioReturn relative to average drawdown | 4.27 | 6.18 | -1.91 |
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
| PMYYX | PCONX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.07 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.23 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.65 | +0.22 |
Correlation
The correlation between PMYYX and PCONX 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.
Dividends
PMYYX vs. PCONX - Dividend Comparison
PMYYX's dividend yield for the trailing twelve months is around 3.00%, less than PCONX's 5.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | 3.00% | 2.76% | 4.47% | 2.62% | 5.26% | 9.25% | 2.41% | 4.76% | 2.36% | 2.71% | 1.21% | 1.26% |
PCONX Putnam Convertible Securities Fund | 5.41% | 6.10% | 1.48% | 0.99% | 0.72% | 26.98% | 11.62% | 7.72% | 13.92% | 3.48% | 2.08% | 6.22% |
Drawdowns
PMYYX vs. PCONX - Drawdown Comparison
The maximum PMYYX drawdown since its inception was -35.25%, smaller than the maximum PCONX drawdown of -47.70%. Use the drawdown chart below to compare losses from any high point for PMYYX and PCONX.
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Drawdown Indicators
| PMYYX | PCONX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.25% | -47.70% | +12.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -7.49% | -4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -23.52% | -25.48% | +1.96% |
Max Drawdown (10Y)Largest decline over 10 years | -35.25% | -26.14% | -9.11% |
Current DrawdownCurrent decline from peak | -10.02% | -7.35% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -8.32% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.24% | +0.54% |
Volatility
PMYYX vs. PCONX - Volatility Comparison
The current volatility for Putnam Multi-Cap Core Fund (PMYYX) is 4.27%, while Putnam Convertible Securities Fund (PCONX) has a volatility of 5.98%. This indicates that PMYYX experiences smaller price fluctuations and is considered to be less risky than PCONX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMYYX | PCONX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 5.98% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 11.21% | -2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 14.43% | +3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 12.46% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 12.83% | +5.54% |