PNSAX vs. QUASX

In the year-to-date period, PNSAX achieves a -5.47% return, which is significantly higher than QUASX's -10.31% return. Over the past 10 years, PNSAX has outperformed QUASX with an annualized return of 8.18%, while QUASX has yielded a comparatively lower 1.91% annualized return.

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PNSAX has a 1.23% expense ratio, which is higher than QUASX's 1.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Small Cap Growth Fund (PNSAX) and AB Small Cap Growth Portfolio (QUASX). 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 PNSAX Sharpe Ratio is 0.13, which is higher than the QUASX Sharpe Ratio of 0.00. The chart below compares the historical Sharpe Ratios of PNSAX and QUASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PNSAX nor QUASX has paid dividends to shareholders.

The maximum PNSAX drawdown since its inception was -61.15%, smaller than the maximum QUASX drawdown of -81.67%. Use the drawdown chart below to compare losses from any high point for PNSAX and QUASX. For additional features, visit the drawdowns tool.

The current volatility for Putnam Small Cap Growth Fund (PNSAX) is 7.43%, while AB Small Cap Growth Portfolio (QUASX) has a volatility of 8.61%. This indicates that PNSAX experiences smaller price fluctuations and is considered to be less risky than QUASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.