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Putnam Focused Equity Fund (PGILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.070.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.16%
5-year average return13.43%
Number of years up12
Number of years down3
Best 1-yr total return (20 Jun 2024)40.79%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return40.79%
Worst 3-yr total return5.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGILXCategory
YTD14.25%5.31%
1-month5.67%-4.19%
3-month5.57%3.90%
1-year31.49%20.31%
3-year9.90%6.48%
5-year13.85%11.78%
10-year10.98%10.96%
Last bull market25.95%25.56%
Last bear market-14.75%-15.11%

Annual total return (%) history

Year
PGILXCategory
2024
N/AN/A
2023
24.67%22.32%
2022
-14.15%-16.96%
2021
21.63%26.07%
2020
16.87%15.83%
2019
29.80%28.78%
2018
-13.72%-6.27%
2017
28.09%20.44%
2016
15.17%10.37%
2015
1.90%-1.07%
2014
0.88%10.96%
2013
40.79%31.50%
2012
27.26%14.96%
2011
-14.42%-1.27%
2010
32.93%14.01%
2009
24.99%28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.47%N/AN/AN/A
20234.83%10.13%-1.12%9.22%
2022-1.74%-14.75%-4.44%7.26%
20216.05%8.01%-0.92%7.17%
2020-21.62%23.04%6.56%13.72%
201919.37%3.27%-1.31%6.69%
20181.46%-3.28%8.09%-18.66%
20176.96%3.51%7.03%8.10%
20162.61%6.38%6.00%-0.45%
20155.17%-3.84%-6.00%7.19%
20141.97%2.23%-4.26%1.08%
20137.18%1.97%14.82%12.20%
201215.97%-6.81%6.62%10.45%
20116.66%0.87%-28.17%10.73%
201010.61%-12.81%19.82%15.04%
2009-18.45%21.67%21.14%3.99%

Rank in category (by total return)

YTD7
1-month6
3-month7
1-year10
3-year16
5-year66

Load adjusted returns

1-year31.49%
3-year9.90%
5-year13.85%
10-year10.98%