POGAX vs. TQQQ

In the year-to-date period, POGAX achieves a -6.88% return, which is significantly higher than TQQQ's -25.26% return. Over the past 10 years, POGAX has underperformed TQQQ with an annualized return of 10.82%, while TQQQ has yielded a comparatively higher 29.89% annualized return.

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POGAX has a 0.99% expense ratio, which is higher than TQQQ's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and ProShares UltraPro QQQ (TQQQ). 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 TQQQ Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of POGAX and TQQQ, 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 TQQQ's dividend yield for the trailing twelve months is around 1.67%.

The maximum POGAX drawdown since its inception was -76.55%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for POGAX and TQQQ. For additional features, visit the drawdowns tool.

The current volatility for Putnam Growth Opportunities Fund (POGAX) is 8.21%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 24.57%. This indicates that POGAX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.