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SNPE vs. PMYYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SNPE vs. PMYYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers S&P 500 ESG ETF (SNPE) and Putnam Multi-Cap Core Fund (PMYYX). The values are adjusted to include any dividend payments, if applicable.

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SNPE vs. PMYYX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SNPE
Xtrackers S&P 500 ESG ETF
-4.45%18.56%23.85%27.79%-17.67%31.43%19.84%12.92%
PMYYX
Putnam Multi-Cap Core Fund
-7.83%17.33%26.46%27.98%-15.94%30.93%17.69%14.50%

Returns By Period

In the year-to-date period, SNPE achieves a -4.45% return, which is significantly higher than PMYYX's -7.83% return.


SNPE

1D
2.87%
1M
-5.26%
YTD
-4.45%
6M
-0.29%
1Y
19.35%
3Y*
18.41%
5Y*
12.56%
10Y*

PMYYX

1D
-0.22%
1M
-7.86%
YTD
-7.83%
6M
-4.48%
1Y
13.59%
3Y*
18.00%
5Y*
11.50%
10Y*
14.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SNPE vs. PMYYX - Expense Ratio Comparison

SNPE has a 0.10% expense ratio, which is lower than PMYYX's 0.71% expense ratio.


Return for Risk

SNPE vs. PMYYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SNPE
SNPE Risk / Return Rank: 6868
Overall Rank
SNPE Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
SNPE Sortino Ratio Rank: 6666
Sortino Ratio Rank
SNPE Omega Ratio Rank: 6868
Omega Ratio Rank
SNPE Calmar Ratio Rank: 6767
Calmar Ratio Rank
SNPE Martin Ratio Rank: 7575
Martin Ratio Rank

PMYYX
PMYYX Risk / Return Rank: 3939
Overall Rank
PMYYX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
PMYYX Sortino Ratio Rank: 3939
Sortino Ratio Rank
PMYYX Omega Ratio Rank: 4343
Omega Ratio Rank
PMYYX Calmar Ratio Rank: 3737
Calmar Ratio Rank
PMYYX Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SNPE vs. PMYYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 ESG ETF (SNPE) and Putnam Multi-Cap Core Fund (PMYYX). 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.


SNPEPMYYXDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.79

+0.28

Sortino ratio

Return per unit of downside risk

1.62

1.22

+0.40

Omega ratio

Gain probability vs. loss probability

1.24

1.18

+0.06

Calmar ratio

Return relative to maximum drawdown

1.64

0.97

+0.67

Martin ratio

Return relative to average drawdown

7.61

4.27

+3.34

SNPE vs. PMYYX - Sharpe Ratio Comparison

The current SNPE Sharpe Ratio is 1.06, which is higher than the PMYYX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of SNPE and PMYYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SNPEPMYYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.79

+0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.69

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.78

0.86

-0.09

Correlation

The correlation between SNPE and PMYYX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SNPE vs. PMYYX - Dividend Comparison

SNPE's dividend yield for the trailing twelve months is around 1.05%, less than PMYYX's 3.00% yield.


TTM20252024202320222021202020192018201720162015
SNPE
Xtrackers S&P 500 ESG ETF
1.05%1.01%1.17%1.32%1.65%1.08%1.42%1.20%0.00%0.00%0.00%0.00%
PMYYX
Putnam Multi-Cap Core Fund
3.00%2.76%4.47%2.62%5.26%9.25%2.41%4.76%2.36%2.71%1.21%1.26%

Drawdowns

SNPE vs. PMYYX - Drawdown Comparison

The maximum SNPE drawdown since its inception was -33.37%, smaller than the maximum PMYYX drawdown of -35.25%. Use the drawdown chart below to compare losses from any high point for SNPE and PMYYX.


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Drawdown Indicators


SNPEPMYYXDifference

Max Drawdown

Largest peak-to-trough decline

-33.37%

-35.25%

+1.88%

Max Drawdown (1Y)

Largest decline over 1 year

-12.37%

-12.27%

-0.10%

Max Drawdown (5Y)

Largest decline over 5 years

-24.65%

-23.52%

-1.13%

Max Drawdown (10Y)

Largest decline over 10 years

-35.25%

Current Drawdown

Current decline from peak

-6.87%

-10.02%

+3.15%

Average Drawdown

Average peak-to-trough decline

-5.06%

-4.16%

-0.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.66%

2.78%

-0.12%

Volatility

SNPE vs. PMYYX - Volatility Comparison

Xtrackers S&P 500 ESG ETF (SNPE) has a higher volatility of 5.22% compared to Putnam Multi-Cap Core Fund (PMYYX) at 4.27%. This indicates that SNPE's price experiences larger fluctuations and is considered to be riskier than PMYYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SNPEPMYYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.22%

4.27%

+0.95%

Volatility (6M)

Calculated over the trailing 6-month period

9.31%

9.04%

+0.27%

Volatility (1Y)

Calculated over the trailing 1-year period

18.28%

18.08%

+0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.10%

16.79%

+0.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.82%

18.37%

+1.45%