POGAX vs. CHASX
POGAX (Putnam Growth Opportunities Fund) and CHASX (Chase Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, POGAX returned 17.96%/yr vs 20.04%/yr for CHASX. Their correlation of 0.89 suggests significant overlap in exposure. POGAX charges 0.99%/yr vs 1.14%/yr for CHASX.
Performance
POGAX vs. CHASX - Performance Comparison
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Returns By Period
In the year-to-date period, POGAX achieves a 5.68% return, which is significantly lower than CHASX's 26.84% return. Over the past 10 years, POGAX has underperformed CHASX with an annualized return of 17.96%, while CHASX has yielded a comparatively higher 20.04% annualized return.
POGAX
- 1D
- 0.53%
- 1M
- 1.57%
- 6M
- 5.17%
- YTD
- 5.68%
- 1Y
- 14.97%
- 3Y*
- 21.42%
- 5Y*
- 11.63%
- 10Y*
- 17.96%
CHASX
- 1D
- -0.30%
- 1M
- 2.24%
- 6M
- 23.17%
- YTD
- 26.84%
- 1Y
- 45.94%
- 3Y*
- 40.28%
- 5Y*
- 21.84%
- 10Y*
- 20.04%
POGAX vs. CHASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGAX Putnam Growth Opportunities Fund | 5.68% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
CHASX Chase Growth Fund | 26.84% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
Correlation
The correlation between POGAX and CHASX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 1997 | 0.89 |
The correlation between POGAX and CHASX has been stable across timeframes, ranging from 0.82 to 0.89 - a consistent structural relationship.
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Return for Risk
POGAX vs. CHASX — Risk / Return Rank
POGAX
CHASX
POGAX vs. CHASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and Chase Growth Fund (CHASX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POGAX | CHASX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.41 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 4.61 | -3.72 |
| Martin ratioReturn relative to average drawdown | 2.84 | 18.85 | -16.00 |
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Drawdowns
POGAX vs. CHASX - Drawdown Comparison
The maximum POGAX drawdown since its inception was -76.55%, which is greater than CHASX's maximum drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for POGAX and CHASX.
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Drawdown Indicators
| POGAX | CHASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.55% | -45.94% | -30.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.42% | -9.90% | -6.52% |
Max Drawdown (3Y)Largest decline over 3 years | -23.66% | -23.40% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -24.63% | -9.52% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -30.40% | -3.75% |
Current DrawdownCurrent decline from peak | -3.63% | -0.30% | -3.33% |
Average DrawdownAverage peak-to-trough decline | -28.95% | -9.13% | -19.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 2.42% | +2.73% |
Volatility
POGAX vs. CHASX - Volatility Comparison
Putnam Growth Opportunities Fund (POGAX) and Chase Growth Fund (CHASX) have volatilities of 6.78% and 6.56%, 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
| POGAX | CHASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 6.56% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 13.79% | 14.63% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.22% | 18.61% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.87% | 20.44% | +1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.25% | 19.97% | +1.28% |
POGAX vs. CHASX - Expense Ratio Comparison
POGAX has a 0.99% expense ratio, which is lower than CHASX's 1.14% expense ratio.
Dividends
POGAX vs. CHASX - Dividend Comparison
POGAX's dividend yield for the trailing twelve months is around 5.38%, less than CHASX's 7.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 7.19% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
POGAX Putnam Growth Opportunities Fund | 5.38% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
Frequently Asked Questions
POGAX and CHASX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGAX has higher volatility (6.78%) compared to CHASX (6.56%). In terms of maximum drawdown, POGAX dropped -76.55% vs CHASX's -45.94%.
CHASX currently has the higher Sharpe Ratio (2.45 vs 0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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