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Putnam Focused Equity Fund (PGIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.79+0.10 (+0.29%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.30%
5-year average return13.24%
Number of years up12
Number of years down3
Best 1-yr total return (2 Jul 2024)40.45%
Worst 1-yr total return (2 Jul 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
YTD19.02%5.31%
1-month4.27%-4.19%
3-month5.88%3.90%
1-year28.37%20.31%
3-year10.36%6.48%
5-year13.52%11.78%
10-year11.16%10.96%
Last bull market25.85%25.56%
Last bear market-14.81%-15.11%

Annual total return (%) history

Year
PGIAXCategory
2024
N/AN/A
2023
24.36%22.32%
2022
-14.35%-16.96%
2021
21.33%26.07%
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%5.88%N/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)

YTD5
1-month7
3-month4
1-year7
3-year17
5-year58

Load adjusted returns

1-year20.99%
3-year8.20%
5-year12.19%
10-year10.51%