PSDYX vs. PGOYX
Compare and contrast key facts about Putnam Ultra Short Duration Income Fund (PSDYX) and Putnam Large Cap Growth Y (PGOYX).
PSDYX is managed by Putnam. It was launched on Oct 17, 2011. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
PSDYX vs. PGOYX - Performance Comparison
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PSDYX vs. PGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PGOYX Putnam Large Cap Growth Y | -9.67% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 31.29% |
Returns By Period
In the year-to-date period, PSDYX achieves a 0.38% return, which is significantly higher than PGOYX's -9.67% return. Over the past 10 years, PSDYX has underperformed PGOYX with an annualized return of 2.45%, while PGOYX has yielded a comparatively higher 16.81% annualized return.
PSDYX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.38%
- 6M
- 1.42%
- 1Y
- 4.05%
- 3Y*
- 4.71%
- 5Y*
- 3.19%
- 10Y*
- 2.45%
PGOYX
- 1D
- 3.70%
- 1M
- -5.89%
- YTD
- -9.67%
- 6M
- -9.44%
- 1Y
- 14.92%
- 3Y*
- 20.52%
- 5Y*
- 11.05%
- 10Y*
- 16.81%
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PSDYX vs. PGOYX - Expense Ratio Comparison
PSDYX has a 0.30% expense ratio, which is lower than PGOYX's 0.65% expense ratio.
Return for Risk
PSDYX vs. PGOYX — Risk / Return Rank
PSDYX
PGOYX
PSDYX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Ultra Short Duration Income Fund (PSDYX) and Putnam Large Cap Growth Y (PGOYX). 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.
| PSDYX | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.88 | 0.71 | +2.17 |
Sortino ratioReturn per unit of downside risk | 8.25 | 1.18 | +7.07 |
Omega ratioGain probability vs. loss probability | 2.68 | 1.17 | +1.52 |
Calmar ratioReturn relative to maximum drawdown | 9.02 | 0.98 | +8.05 |
Martin ratioReturn relative to average drawdown | 35.56 | 3.34 | +32.22 |
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
| PSDYX | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.88 | 0.71 | +2.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.52 | 0.51 | +2.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.37 | 0.80 | +1.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.15 | 0.32 | +1.83 |
Correlation
The correlation between PSDYX and PGOYX 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
PSDYX vs. PGOYX - Dividend Comparison
PSDYX's dividend yield for the trailing twelve months is around 4.17%, less than PGOYX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PGOYX Putnam Large Cap Growth Y | 5.79% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
PSDYX vs. PGOYX - Drawdown Comparison
The maximum PSDYX drawdown since its inception was -2.58%, smaller than the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for PSDYX and PGOYX.
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Drawdown Indicators
| PSDYX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.58% | -76.03% | +73.45% |
Max Drawdown (1Y)Largest decline over 1 year | -0.49% | -16.34% | +15.85% |
Max Drawdown (5Y)Largest decline over 5 years | -0.80% | -34.01% | +33.21% |
Max Drawdown (10Y)Largest decline over 10 years | -2.58% | -34.01% | +31.43% |
Current DrawdownCurrent decline from peak | -0.39% | -13.24% | +12.85% |
Average DrawdownAverage peak-to-trough decline | -0.07% | -31.72% | +31.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.12% | 4.78% | -4.66% |
Volatility
PSDYX vs. PGOYX - Volatility Comparison
The current volatility for Putnam Ultra Short Duration Income Fund (PSDYX) is 0.22%, while Putnam Large Cap Growth Y (PGOYX) has a volatility of 6.88%. This indicates that PSDYX experiences smaller price fluctuations and is considered to be less risky than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSDYX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.22% | 6.88% | -6.66% |
Volatility (6M)Calculated over the trailing 6-month period | 0.97% | 12.72% | -11.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.45% | 22.41% | -20.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.27% | 21.68% | -20.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.04% | 21.15% | -20.11% |