New Zealand markets open in 2 hours 51 minutes

Putnam Core Equity Fund R6 (PMYTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
41.60-0.10 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.94%
5-year average return17.29%
Number of years up4
Number of years down1
Best 1-yr total return (26 Jun 2024)32.60%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return32.60%
Worst 3-yr total return9.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMYTXCategory
YTD12.68%5.31%
1-month5.40%-4.19%
3-month4.94%3.90%
1-year31.39%20.31%
3-year10.10%6.48%
5-year17.92%11.78%
10-year12.93%10.96%
Last bull market27.05%25.56%
Last bear market-16.18%-15.11%

Annual total return (%) history

Year
PMYTXCategory
2024
N/AN/A
2023
28.10%22.32%
2022
-15.78%-16.96%
2021
30.82%26.07%
2020
17.85%15.83%
2019
32.60%28.78%
2018
N/A-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.55%N/AN/AN/A
20236.57%10.39%-2.55%11.74%
2022-3.41%-16.18%-4.53%8.96%
202111.78%8.09%-0.80%9.15%
2020-22.78%21.45%9.57%14.68%
201911.95%4.49%1.94%11.19%
20187.27%-15.34%N/AN/A

Rank in category (by total return)

YTD16
1-month12
3-month12
1-year11
3-year13
5-year2

Load adjusted returns

1-year31.39%
3-year10.10%
5-year17.92%
10-year12.93%