POGAX vs. PNOPX

The year-to-date returns for both investments are quite close, with POGAX having a -6.88% return and PNOPX slightly higher at -6.82%. Over the past 10 years, POGAX has outperformed PNOPX with an annualized return of 10.82%, while PNOPX has yielded a comparatively lower 5.44% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and Putnam Sustainable Leaders Fund (PNOPX). 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 POGAX Sharpe Ratio is 0.23, which is higher than the PNOPX Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of POGAX and PNOPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POGAX has not paid dividends to shareholders, while PNOPX's dividend yield for the trailing twelve months is around 0.55%.

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

Putnam Growth Opportunities Fund (POGAX) has a higher volatility of 8.21% compared to Putnam Sustainable Leaders Fund (PNOPX) at 6.60%. This indicates that POGAX's price experiences larger fluctuations and is considered to be riskier than PNOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.