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Putnam Convertible Securities Y (PCGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.64+0.01 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.98%
5-year average return8.36%
Number of years up17
Number of years down8
Best 1-yr total return (20 June 2024)54.13%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return54.13%
Worst 3-yr total return-2.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCGYXCategory
YTD2.25%4.62%
1-month2.79%1.90%
3-month1.64%2.89%
1-year9.71%35.52%
3-year-2.05%18.94%
5-year9.16%16.35%
10-year7.40%10.69%
Last bull market14.63%13.19%
Last bear market-15.18%-16.08%

Annual total return (%) history

Year
PCGYXCategory
2024
N/AN/A
2023
10.36%N/A
2022
-18.34%N/A
2021
4.28%N/A
2020
45.33%39.91%
2019
24.64%21.48%
2018
-3.05%-2.11%
2017
15.24%12.18%
2016
9.77%7.68%
2015
-6.79%-3.67%
2014
7.73%6.37%
2013
22.27%21.66%
2012
15.38%10.92%
2011
-6.22%-5.62%
2010
19.79%16.77%
2009
54.13%40.58%
2008
-39.30%-33.38%
2007
6.21%7.51%
2006
14.85%10.72%
2005
2.27%3.59%
2004
11.64%9.03%
2003
32.10%26.24%
2002
-5.24%-7.77%
2001
-7.88%-6.57%
2000
-8.21%2.52%
1999
17.79%29.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.47%N/AN/AN/A
20232.96%3.81%-3.82%7.37%
2022-6.31%-15.18%-0.75%3.52%
20211.06%3.75%-0.35%-0.20%
2020-11.88%25.35%13.06%16.37%
201911.96%4.89%-0.44%6.61%
20181.95%2.08%3.31%-9.83%
20175.28%2.88%4.44%1.88%
2016-1.33%3.10%6.82%1.02%
20152.29%-0.03%-8.72%-0.15%
20143.07%4.04%-1.21%1.69%
20136.82%1.78%5.77%6.32%
201210.12%-3.71%5.83%2.83%
20115.04%-0.15%-14.09%4.08%
20105.94%-5.41%10.52%8.16%
20095.25%19.23%16.09%5.80%
2008-5.46%2.36%-15.31%-25.93%
20073.41%5.24%0.60%-3.00%
20065.18%-0.02%3.50%5.51%
2005-3.78%0.31%5.10%0.82%
20044.21%0.34%-1.12%7.97%
20031.72%12.70%3.39%11.45%
20024.42%-8.15%-9.85%9.60%
2001-7.91%4.08%-12.89%10.33%
20004.10%-5.16%1.72%-8.60%
19991.40%8.60%-4.66%12.19%

Rank in category (by total return)

YTD43
1-month20
3-month32
1-year44
3-year46
5-year43

Load adjusted returns

1-year9.71%
3-year-2.05%
5-year9.16%
10-year7.40%