POVSX vs. POGAX
Compare and contrast key facts about Putnam International Equity Fund (POVSX) and Putnam Growth Opportunities Fund (POGAX).
POVSX is managed by Putnam. It was launched on Feb 28, 1991. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Performance
POVSX vs. POGAX - Performance Comparison
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POVSX vs. POGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POVSX Putnam International Equity Fund | -1.70% | 37.27% | -0.64% | 18.65% | -14.84% | 8.95% | 11.78% | 25.50% | -19.46% | 26.47% |
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% |
Returns By Period
In the year-to-date period, POVSX achieves a -1.70% return, which is significantly higher than POGAX's -12.94% return. Over the past 10 years, POVSX has underperformed POGAX with an annualized return of 7.98%, while POGAX has yielded a comparatively higher 16.09% annualized return.
POVSX
- 1D
- 0.27%
- 1M
- -11.97%
- YTD
- -1.70%
- 6M
- 1.88%
- 1Y
- 23.67%
- 3Y*
- 13.34%
- 5Y*
- 7.44%
- 10Y*
- 7.98%
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%
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POVSX vs. POGAX - Expense Ratio Comparison
POVSX has a 1.25% expense ratio, which is higher than POGAX's 0.99% expense ratio.
Return for Risk
POVSX vs. POGAX — Risk / Return Rank
POVSX
POGAX
POVSX vs. POGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam International Equity Fund (POVSX) and Putnam Growth Opportunities Fund (POGAX). 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.
| POVSX | POGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.52 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.75 | 0.91 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.52 | +1.21 |
Martin ratioReturn relative to average drawdown | 6.94 | 1.82 | +5.12 |
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
| POVSX | POGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.52 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.48 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.76 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.41 | -0.01 |
Correlation
The correlation between POVSX and POGAX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
POVSX vs. POGAX - Dividend Comparison
POVSX's dividend yield for the trailing twelve months is around 10.78%, more than POGAX's 6.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POVSX Putnam International Equity Fund | 10.78% | 10.60% | 1.13% | 1.88% | 0.00% | 14.17% | 2.56% | 1.58% | 6.42% | 0.32% | 3.09% | 2.70% |
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% |
Drawdowns
POVSX vs. POGAX - Drawdown Comparison
The maximum POVSX drawdown since its inception was -62.97%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for POVSX and POGAX.
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Drawdown Indicators
| POVSX | POGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.97% | -76.55% | +13.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -16.42% | +4.22% |
Max Drawdown (5Y)Largest decline over 5 years | -31.24% | -34.15% | +2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -36.58% | -34.15% | -2.43% |
Current DrawdownCurrent decline from peak | -11.97% | -16.42% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -29.19% | +14.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 4.73% | -1.68% |
Volatility
POVSX vs. POGAX - Volatility Comparison
Putnam International Equity Fund (POVSX) has a higher volatility of 7.43% compared to Putnam Growth Opportunities Fund (POGAX) at 5.57%. This indicates that POVSX's price experiences larger fluctuations and is considered to be riskier than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POVSX | POGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 5.57% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 12.20% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.17% | 22.15% | -4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 21.62% | -5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 21.12% | -4.26% |