POGAX vs. PSDYX
Compare and contrast key facts about Putnam Growth Opportunities Fund (POGAX) and Putnam Ultra Short Duration Income Fund (PSDYX).
POGAX is managed by Putnam. It was launched on Oct 2, 1995. PSDYX is managed by Putnam. It was launched on Oct 17, 2011.
Performance
POGAX vs. PSDYX - Performance Comparison
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POGAX vs. PSDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGAX Putnam Growth Opportunities Fund | -12.94% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
PSDYX Putnam Ultra Short Duration Income Fund | 0.38% | 4.99% | 5.25% | 4.78% | 0.61% | 0.07% | 1.50% | 2.86% | 1.95% | 1.40% |
Returns By Period
In the year-to-date period, POGAX achieves a -12.94% return, which is significantly lower than PSDYX's 0.38% return. Over the past 10 years, POGAX has outperformed PSDYX with an annualized return of 16.09%, while PSDYX has yielded a comparatively lower 2.45% annualized return.
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%
PSDYX
- 1D
- 0.10%
- 1M
- -0.39%
- YTD
- 0.38%
- 6M
- 1.52%
- 1Y
- 4.05%
- 3Y*
- 4.71%
- 5Y*
- 3.19%
- 10Y*
- 2.45%
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POGAX vs. PSDYX - Expense Ratio Comparison
POGAX has a 0.99% expense ratio, which is higher than PSDYX's 0.30% expense ratio.
Return for Risk
POGAX vs. PSDYX — Risk / Return Rank
POGAX
PSDYX
POGAX vs. PSDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and Putnam Ultra Short Duration Income Fund (PSDYX). 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.
| POGAX | PSDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 3.07 | -2.54 |
Sortino ratioReturn per unit of downside risk | 0.91 | 9.04 | -8.12 |
Omega ratioGain probability vs. loss probability | 1.13 | 2.84 | -1.71 |
Calmar ratioReturn relative to maximum drawdown | 0.52 | 9.23 | -8.71 |
Martin ratioReturn relative to average drawdown | 1.82 | 37.13 | -35.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POGAX | PSDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 3.07 | -2.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 2.52 | -2.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 2.37 | -1.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 2.15 | -1.74 |
Correlation
The correlation between POGAX and PSDYX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
POGAX vs. PSDYX - Dividend Comparison
POGAX's dividend yield for the trailing twelve months is around 6.53%, more than PSDYX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PSDYX Putnam Ultra Short Duration Income Fund | 4.17% | 4.65% | 4.81% | 3.65% | 1.30% | 0.37% | 1.09% | 2.51% | 2.23% | 1.29% | 0.88% | 0.57% |
Drawdowns
POGAX vs. PSDYX - Drawdown Comparison
The maximum POGAX drawdown since its inception was -76.55%, which is greater than PSDYX's maximum drawdown of -2.58%. Use the drawdown chart below to compare losses from any high point for POGAX and PSDYX.
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Drawdown Indicators
| POGAX | PSDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.55% | -2.58% | -73.97% |
Max Drawdown (1Y)Largest decline over 1 year | -16.42% | -0.49% | -15.93% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -0.80% | -33.35% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -2.58% | -31.57% |
Current DrawdownCurrent decline from peak | -16.42% | -0.39% | -16.03% |
Average DrawdownAverage peak-to-trough decline | -29.19% | -0.07% | -29.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 0.12% | +4.61% |
Volatility
POGAX vs. PSDYX - Volatility Comparison
Putnam Growth Opportunities Fund (POGAX) has a higher volatility of 5.57% compared to Putnam Ultra Short Duration Income Fund (PSDYX) at 0.23%. This indicates that POGAX's price experiences larger fluctuations and is considered to be riskier than PSDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGAX | PSDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 0.23% | +5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 0.97% | +11.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 1.46% | +20.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.62% | 1.27% | +20.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 1.04% | +20.08% |