PNGAX vs. POGAX
Compare and contrast key facts about Putnam International Value Fund (PNGAX) and Putnam Growth Opportunities Fund (POGAX).
PNGAX is managed by Putnam. It was launched on Jul 31, 1996. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Performance
PNGAX vs. POGAX - Performance Comparison
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PNGAX vs. POGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PNGAX Putnam International Value Fund | -0.06% | 34.66% | 5.86% | 18.50% | -6.85% | 14.24% | 4.19% | 19.96% | -18.02% | 24.09% |
POGAX Putnam Growth Opportunities Fund | -9.72% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
Returns By Period
In the year-to-date period, PNGAX achieves a -0.06% return, which is significantly higher than POGAX's -9.72% return. Over the past 10 years, PNGAX has underperformed POGAX with an annualized return of 9.09%, while POGAX has yielded a comparatively higher 16.52% annualized return.
PNGAX
- 1D
- 0.52%
- 1M
- -9.31%
- YTD
- -0.06%
- 6M
- 3.35%
- 1Y
- 20.85%
- 3Y*
- 16.27%
- 5Y*
- 10.63%
- 10Y*
- 9.09%
POGAX
- 1D
- 3.70%
- 1M
- -5.90%
- YTD
- -9.72%
- 6M
- -9.55%
- 1Y
- 14.65%
- 3Y*
- 20.22%
- 5Y*
- 10.78%
- 10Y*
- 16.52%
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PNGAX vs. POGAX - Expense Ratio Comparison
PNGAX has a 1.27% expense ratio, which is higher than POGAX's 0.99% expense ratio.
Return for Risk
PNGAX vs. POGAX — Risk / Return Rank
PNGAX
POGAX
PNGAX vs. POGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam International Value Fund (PNGAX) and Putnam Growth Opportunities Fund (POGAX). 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.
| PNGAX | POGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.70 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.17 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.96 | +0.64 |
Martin ratioReturn relative to average drawdown | 6.30 | 3.26 | +3.03 |
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
| PNGAX | POGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.70 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.50 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.78 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.42 | -0.08 |
Correlation
The correlation between PNGAX and POGAX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PNGAX vs. POGAX - Dividend Comparison
PNGAX's dividend yield for the trailing twelve months is around 2.97%, less than POGAX's 6.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNGAX Putnam International Value Fund | 2.97% | 2.97% | 3.89% | 2.35% | 1.63% | 5.70% | 1.84% | 3.91% | 4.34% | 1.11% | 2.23% | 1.09% |
POGAX Putnam Growth Opportunities Fund | 6.30% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
Drawdowns
PNGAX vs. POGAX - Drawdown Comparison
The maximum PNGAX drawdown since its inception was -64.78%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for PNGAX and POGAX.
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Drawdown Indicators
| PNGAX | POGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.78% | -76.55% | +11.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -16.42% | +5.29% |
Max Drawdown (5Y)Largest decline over 5 years | -27.37% | -34.15% | +6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -41.58% | -34.15% | -7.43% |
Current DrawdownCurrent decline from peak | -9.35% | -13.33% | +3.98% |
Average DrawdownAverage peak-to-trough decline | -15.89% | -29.18% | +13.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 4.81% | -1.83% |
Volatility
PNGAX vs. POGAX - Volatility Comparison
Putnam International Value Fund (PNGAX) and Putnam Growth Opportunities Fund (POGAX) have volatilities of 6.84% and 6.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PNGAX | POGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 6.88% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 12.74% | -2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 22.41% | -6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.62% | 21.67% | -6.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 21.15% | -4.13% |