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Putnam Focused Equity Fund (PGIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.68+0.39 (+1.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.54%
5-year average return11.60%
Number of years up12
Number of years down3
Best 1-yr total return (25 Apr 2024)40.45%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return40.45%
Worst 3-yr total return5.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGIAXCategory
YTD12.41%14.84%
1-month3.90%1.65%
3-month12.41%7.55%
1-year33.43%40.47%
3-year11.09%16.77%
5-year12.95%16.15%
10-year10.77%13.21%
Last bull market37.57%24.09%
Last bear market-14.81%-17.61%

Annual total return (%) history

Year
PGIAXCategory
2024
N/AN/A
2023
24.36%N/A
2022
-14.35%N/A
2021
21.33%N/A
2020
16.55%15.83%
2019
29.56%28.78%
2018
-13.94%-6.27%
2017
27.76%20.44%
2016
14.85%10.37%
2015
1.67%-1.07%
2014
0.60%10.96%
2013
40.45%31.50%
2012
27.01%14.96%
2011
-14.67%-1.27%
2010
32.52%14.01%
2009
24.67%28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.41%N/AN/AN/A
20234.77%10.04%-1.18%9.15%
2022-1.78%-14.81%-4.54%7.23%
20215.97%7.98%-1.00%7.11%
2020-21.68%22.95%6.48%13.66%
201919.34%3.22%-1.38%6.64%
20181.43%-3.35%8.04%-18.74%
20176.91%3.44%6.99%7.98%
20162.50%6.31%5.94%-0.51%
20155.13%-3.92%-6.09%7.17%
20141.88%2.19%-4.34%1.01%
20137.05%1.97%14.73%12.14%
201216.00%-6.97%6.56%10.44%
20116.61%0.81%-28.22%10.60%
201010.53%-12.90%19.87%14.84%
2009-18.45%21.43%21.18%3.89%

Rank in category (by total return)

YTD12
1-month21
3-month12
1-year12
3-year32
5-year70

Load adjusted returns

1-year25.76%
3-year8.92%
5-year11.62%
10-year10.12%