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POGAX vs. ACIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

POGAX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Putnam Growth Opportunities Fund (POGAX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

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POGAX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
POGAX
Putnam Growth Opportunities Fund
-12.94%14.28%33.22%44.22%-6.00%
ACIHX
American Century Growth Fund G Class
-13.30%16.26%27.35%44.64%-6.24%

Returns By Period

The year-to-date returns for both stocks are quite close, with POGAX having a -12.94% return and ACIHX slightly lower at -13.30%.


POGAX

1D
-0.55%
1M
-9.00%
YTD
-12.94%
6M
-12.36%
1Y
11.50%
3Y*
18.78%
5Y*
10.34%
10Y*
16.09%

ACIHX

1D
-0.39%
1M
-8.72%
YTD
-13.30%
6M
-12.27%
1Y
13.26%
3Y*
17.20%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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POGAX vs. ACIHX - Expense Ratio Comparison

POGAX has a 0.99% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Return for Risk

POGAX vs. ACIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POGAX
POGAX Risk / Return Rank: 2121
Overall Rank
POGAX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
POGAX Sortino Ratio Rank: 2424
Sortino Ratio Rank
POGAX Omega Ratio Rank: 2323
Omega Ratio Rank
POGAX Calmar Ratio Rank: 1818
Calmar Ratio Rank
POGAX Martin Ratio Rank: 1818
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 2323
Overall Rank
ACIHX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 2727
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 2525
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 2121
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POGAX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and American Century Growth Fund G Class (ACIHX). 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.


POGAXACIHXDifference

Sharpe ratio

Return per unit of total volatility

0.52

0.59

-0.07

Sortino ratio

Return per unit of downside risk

0.91

1.02

-0.10

Omega ratio

Gain probability vs. loss probability

1.13

1.14

-0.01

Calmar ratio

Return relative to maximum drawdown

0.52

0.63

-0.11

Martin ratio

Return relative to average drawdown

1.82

2.21

-0.39

POGAX vs. ACIHX - Sharpe Ratio Comparison

The current POGAX Sharpe Ratio is 0.52, which is comparable to the ACIHX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of POGAX and ACIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


POGAXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.52

0.59

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.73

-0.32

Correlation

The correlation between POGAX and ACIHX is 0.99, 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

POGAX vs. ACIHX - Dividend Comparison

POGAX's dividend yield for the trailing twelve months is around 6.53%, less than ACIHX's 18.39% yield.


TTM20252024202320222021202020192018201720162015
POGAX
Putnam Growth Opportunities Fund
6.53%5.68%4.58%0.49%7.80%9.08%3.29%3.83%7.98%1.89%0.01%5.70%
ACIHX
American Century Growth Fund G Class
18.39%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

POGAX vs. ACIHX - Drawdown Comparison

The maximum POGAX drawdown since its inception was -76.55%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for POGAX and ACIHX.


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Drawdown Indicators


POGAXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-76.55%

-24.00%

-52.55%

Max Drawdown (1Y)

Largest decline over 1 year

-16.42%

-16.40%

-0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-34.15%

Max Drawdown (10Y)

Largest decline over 10 years

-34.15%

Current Drawdown

Current decline from peak

-16.42%

-16.40%

-0.02%

Average Drawdown

Average peak-to-trough decline

-29.19%

-4.95%

-24.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.73%

4.68%

+0.05%

Volatility

POGAX vs. ACIHX - Volatility Comparison

Putnam Growth Opportunities Fund (POGAX) and American Century Growth Fund G Class (ACIHX) have volatilities of 5.57% and 5.43%, 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


POGAXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

5.43%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

12.20%

12.03%

+0.17%

Volatility (1Y)

Calculated over the trailing 1-year period

22.15%

22.42%

-0.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.62%

21.21%

+0.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.12%

21.21%

-0.09%