PNSAX vs. UBVLX

In the year-to-date period, PNSAX achieves a 23.81% return, which is significantly higher than UBVLX's 5.84% return. Over the past 10 years, PNSAX has outperformed UBVLX with an annualized return of 9.59%, while UBVLX has yielded a comparatively lower 5.57% annualized return.

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PNSAX has a 1.23% expense ratio, which is higher than UBVLX's 0.90% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Small Cap Growth Fund (PNSAX) and Undiscovered Managers Behavioral Value Fund (UBVLX). 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 1.42, which is higher than the UBVLX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of PNSAX and UBVLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PNSAX has not paid dividends to shareholders, while UBVLX's dividend yield for the trailing twelve months is around 1.63%.

The maximum PNSAX drawdown since its inception was -61.15%, smaller than the maximum UBVLX drawdown of -69.52%. Use the drawdown chart below to compare losses from any high point for PNSAX and UBVLX. For additional features, visit the drawdowns tool.

Putnam Small Cap Growth Fund (PNSAX) and Undiscovered Managers Behavioral Value Fund (UBVLX) have volatilities of 5.85% and 5.97%, 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.