PNOPX vs. POGAX

In the year-to-date period, PNOPX achieves a -2.26% return, which is significantly lower than POGAX's -0.85% return. Over the past 10 years, PNOPX has underperformed POGAX with an annualized return of 5.72%, while POGAX has yielded a comparatively higher 15.57% annualized return.

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Both PNOPX and POGAX have an expense ratio of 0.99%.

This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) 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.

The current PNOPX Sharpe Ratio is -0.16, which is lower than the POGAX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of PNOPX and POGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PNOPX's dividend yield for the trailing twelve months is around 0.52%, while POGAX has not paid dividends to shareholders.

The maximum PNOPX drawdown since its inception was -73.96%, roughly equal to the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for PNOPX and POGAX. For additional features, visit the drawdowns tool.

The current volatility for Putnam Sustainable Leaders Fund (PNOPX) is 5.18%, while Putnam Growth Opportunities Fund (POGAX) has a volatility of 6.67%. This indicates that PNOPX experiences smaller price fluctuations and is considered to be less risky than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.