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Putnam Focused Equity R6 (PGWTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.92+0.42 (+1.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return26.65%
5-year average return15.67%
Number of years up4
Number of years down1
Best 1-yr total return (3 Oct 2024)30.12%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return30.12%
Worst 3-yr total return7.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGWTXCategory
YTD25.95%5.31%
1-month2.98%-4.19%
3-month5.63%3.90%
1-year37.60%20.31%
3-year13.19%6.48%
5-year15.54%11.78%
10-year12.65%10.96%
Last bull market26.03%25.56%
Last bear market-14.72%-15.11%

Annual total return (%) history

Year
PGWTXCategory
2024
N/AN/A
2023
24.87%22.32%
2022
-14.02%-16.96%
2021
21.79%26.07%
2020
17.08%15.83%
2019
30.12%28.78%
2018
N/A-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.53%5.97%5.63%N/A
20234.88%10.17%-1.07%9.25%
2022-1.70%-14.72%-4.40%7.28%
20216.06%8.08%-0.91%7.23%
2020-21.59%23.13%6.58%13.79%
201919.48%3.32%-1.27%6.76%
20188.13%-18.65%N/AN/A

Rank in category (by total return)

YTD4
1-month5
3-month61
1-year12
3-year7
5-year34

Load adjusted returns

1-year37.60%
3-year13.19%
5-year15.54%
10-year12.65%