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Putnam Research R (PRSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.80-0.18 (-0.35%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.70%
5-year average return15.40%
Number of years up15
Number of years down5
Best 1-yr total return (19 June 2024)33.87%
Worst 1-yr total return (19 June 2024)N/A
Best 3-yr total return33.87%
Worst 3-yr total return6.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRSRXCategory
YTD13.41%5.31%
1-month5.32%-4.19%
3-month4.70%3.90%
1-year31.80%20.31%
3-year10.29%6.48%
5-year16.14%11.78%
10-year12.38%10.96%
Last bull market27.98%25.56%
Last bear market-15.00%-15.11%

Annual total return (%) history

Year
PRSRXCategory
2024
N/AN/A
2023
28.50%22.32%
2022
-17.51%-16.96%
2021
23.89%26.07%
2020
19.69%15.83%
2019
32.49%28.78%
2018
-5.01%-6.27%
2017
22.89%20.44%
2016
9.95%10.37%
2015
-1.91%-1.07%
2014
14.32%10.96%
2013
32.48%31.50%
2012
17.28%14.96%
2011
-1.69%-1.27%
2010
16.00%14.01%
2009
33.87%28.17%
2008
-38.47%-37.79%
2007
0.13%6.16%
2006
11.07%14.17%
2005
4.73%5.88%
2004
7.20%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.25%N/AN/AN/A
20237.18%9.75%-2.53%12.07%
2022-5.60%-15.00%-4.87%8.07%
20215.36%8.14%0.38%8.32%
2020-19.09%21.35%8.87%11.97%
201913.17%5.58%1.38%9.37%
2018-0.46%3.44%6.68%-13.52%
20176.84%4.12%4.75%5.46%
2016-0.48%2.43%4.43%3.28%
20151.84%-0.08%-9.00%5.93%
20142.57%6.00%0.69%4.43%
20139.58%2.40%6.45%10.91%
201213.58%-4.12%6.80%0.85%
20115.37%-0.88%-16.12%12.21%
20105.36%-12.06%12.98%10.82%
2009-7.33%18.24%15.61%5.68%
2008-13.14%0.36%-7.00%-24.11%
20071.37%5.90%-0.17%-6.56%
20064.01%-2.46%2.32%7.00%
2005-1.59%2.13%1.95%2.21%
20041.01%-0.08%-3.68%10.28%
200315.93%2.38%11.10%N/A

Rank in category (by total return)

YTD10
1-month14
3-month15
1-year9
3-year10
5-year13

Load adjusted returns

1-year31.80%
3-year10.29%
5-year16.14%
10-year12.38%