PVFAX vs. PGTYX

In the year-to-date period, PVFAX achieves a 13.42% return, which is significantly lower than PGTYX's 23.23% return. Over the past 10 years, PVFAX has underperformed PGTYX with an annualized return of 0.87%, while PGTYX has yielded a comparatively higher 13.47% annualized return.

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PVFAX has a 1.50% expense ratio, which is higher than PGTYX's 0.62% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Paradigm Value Fund (PVFAX) and Putnam Global Technology Fund (PGTYX). 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 PVFAX Sharpe Ratio is 0.33, which is lower than the PGTYX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of PVFAX and PGTYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PVFAX nor PGTYX has paid dividends to shareholders.

The maximum PVFAX drawdown since its inception was -58.24%, which is greater than PGTYX's maximum drawdown of -52.31%. Use the drawdown chart below to compare losses from any high point for PVFAX and PGTYX. For additional features, visit the drawdowns tool.

The current volatility for Paradigm Value Fund (PVFAX) is 4.15%, while Putnam Global Technology Fund (PGTYX) has a volatility of 6.79%. This indicates that PVFAX experiences smaller price fluctuations and is considered to be less risky than PGTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.