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Putnam Focused Equity Fund (PGIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.54-0.05 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.85%
5-year average return13.24%
Number of years up12
Number of years down3
Best 1-yr total return (27 Jun 2024)40.07%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return40.07%
Worst 3-yr total return5.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGIOXCategory
YTD14.00%5.31%
1-month5.61%-4.19%
3-month5.44%3.90%
1-year30.84%20.31%
3-year9.35%6.48%
5-year13.29%11.78%
10-year10.43%10.96%
Last bull market25.69%25.56%
Last bear market-14.84%-15.11%

Annual total return (%) history

Year
PGIOXCategory
2024
N/AN/A
2023
24.07%22.32%
2022
-14.57%-16.96%
2021
21.01%26.07%
2020
16.28%15.83%
2019
29.20%28.78%
2018
-14.13%-6.27%
2017
27.46%20.44%
2016
14.62%10.37%
2015
1.37%-1.07%
2014
0.36%10.96%
2013
40.07%31.50%
2012
26.71%14.96%
2011
-14.85%-1.27%
2010
32.49%14.01%
2009
24.30%28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.33%N/AN/AN/A
20234.70%9.98%-1.21%9.06%
2022-1.85%-14.84%-4.60%7.14%
20215.91%7.90%-1.06%7.03%
2020-21.75%22.95%6.39%13.61%
201919.21%3.17%-1.44%6.59%
20181.35%-3.43%7.97%-18.75%
20176.85%3.41%6.90%7.92%
20162.46%6.29%5.86%-0.58%
20155.09%-3.99%-6.11%7.01%
20141.83%2.14%-4.44%0.98%
20136.98%1.91%14.67%12.04%
201215.89%-6.96%6.48%10.36%
20116.54%0.75%-28.28%10.60%
201010.54%-12.91%19.80%14.88%
2009-18.54%21.45%21.00%3.83%

Rank in category (by total return)

YTD8
1-month7
3-month8
1-year13
3-year25
5-year73

Load adjusted returns

1-year30.84%
3-year9.35%
5-year13.29%
10-year10.43%