Back to top
Putnam Small Cap Growth Fund Class Y: (MF: PSYGX)
(NASDAQ Mutual Funds) As of Sep 9, 2024 08:00 PM ET
$75.13 USD
+0.76 (1.02%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.46 | 1 |
| 3 months | 14.49 | 11 |
| 6 months | 23.27 | 1 |
| 1 Year | 27.47 | 1 |
| 3 Year | 5.09 | 35 |
| 5 Year | 13.75 | 5 |
| 10 Year | 13.33 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -57.47 |
| Bull Market (2/09 - 3/21) | 968.34 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 22.45 |
| 5 Year | 12.72 |
| 10 Year | 11.80 |
| Since Inception | 9.23 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.05 | -0.76 | NA | NA |
| 2023 | 7.03 | 8.25 | -4.39 | 11.20 |
| 2022 | -15.68 | -17.72 | 0.12 | 3.77 |
| 2021 | 3.15 | 3.40 | 3.99 | 3.13 |
| 2020 | -17.98 | 32.46 | 10.96 | 22.71 |
| 2019 | 19.82 | 9.48 | -2.75 | 8.14 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.46 | 23.19 | -27.92 | 14.40 | 47.93 | 37.96 | -2.25 | 20.51 | 8.76 | -2.58 | 2.23 |
| % Total Return Rel to Index | 6.75 | -3.04 | -9.71 | -14.27 | 29.53 | 6.47 | 2.13 | -1.28 | -3.17 | -3.97 | -11.40 |
| % Total Return Rel to Peer | 12.43 | 7.11 | -8.40 | -4.90 | 28.93 | 12.52 | 8.51 | 4.91 | -7.18 | 2.14 | -0.43 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 0.48 | 0.99 | 0.96 | 0.99 | 0.96 | 1.00 | 0.96 | 0.97 | 0.96 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%