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Putnam Small Cap Growth Fund Class R Shs: (MF: PSGRX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$67.37 USD
+0.55 (0.82%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.89 | 2 |
| 3 months | -0.88 | 11 |
| 6 months | 14.89 | 2 |
| 1 Year | 21.84 | 3 |
| 3 Year | 2.62 | 25 |
| 5 Year | 12.16 | 5 |
| 10 Year | 11.23 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 138.15 |
| Bear Market (10/07 - 2/09) | -57.73 |
| Bull Market (2/09 - 3/21) | 822.42 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.84 |
| 5 Year | 12.16 |
| 10 Year | 11.23 |
| Since Inception | 11.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.92 | -0.88 | NA | NA |
| 2023 | 6.88 | 8.13 | -4.52 | 11.07 |
| 2022 | -15.79 | -17.82 | 0.00 | 3.65 |
| 2021 | 3.01 | 3.27 | 3.86 | 3.00 |
| 2020 | -18.09 | 32.30 | 10.82 | 22.56 |
| 2019 | 19.66 | 9.33 | -2.86 | 7.98 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.89 | 22.56 | -28.27 | 13.82 | 47.19 | 37.23 | -2.72 | 19.88 | 8.21 | -3.03 | 1.71 |
| % Total Return Rel to Index | -0.41 | -3.68 | -10.06 | -14.85 | 28.79 | 5.74 | 1.67 | -1.90 | -3.72 | -4.42 | -11.92 |
| % Total Return Rel to Peer | 11.66 | 6.48 | -8.75 | -5.48 | 28.19 | 11.80 | 8.05 | 4.28 | -7.73 | 1.69 | -0.95 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 2.00 | 5.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 10.33 | 3.34 | 0.94 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.73 | 1.49 | 1.46 | 1.49 | 1.46 | 1.50 | 1.46 | 1.47 | 1.46 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%