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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
26.65%
5-year average return
15.67%
Number of years up
4
Number of years down
1
Best 1-yr total return (3 Oct 2024)
30.12%
Worst 1-yr total return (3 Oct 2024)
N/A
Best 3-yr total return
30.12%
Worst 3-yr total return
7.03%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PGWTX
Category
YTD
25.95%
5.31%
1-month
2.98%
-4.19%
3-month
5.63%
3.90%
1-year
37.60%
20.31%
3-year
13.19%
6.48%
5-year
15.54%
11.78%
10-year
12.65%
10.96%
Last bull market
26.03%
25.56%
Last bear market
-14.72%
-15.11%
Annual total return (%) history
Year
PGWTX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
12.53%
5.97%
5.63%
N/A
2023
4.88%
10.17%
-1.07%
9.25%
2022
-1.70%
-14.72%
-4.40%
7.28%
2021
6.06%
8.08%
-0.91%
7.23%
2020
-21.59%
23.13%
6.58%
13.79%
2019
19.48%
3.32%
-1.27%
6.76%
2018
8.13%
-18.65%
N/A
N/A
Rank in category (by total return)
YTD
4
1-month
5
3-month
61
1-year
12
3-year
7
5-year
34
Load adjusted returns
1-year
37.60%
3-year
13.19%
5-year
15.54%
10-year
12.65%
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