Singapore markets open in 6 hours 55 minutes

Putnam Focused Equity Fund (PGWTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
34.61-0.12 (-0.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.60%
5-year average return13.34%
Number of years up4
Number of years down1
Best 1-yr total return (6 Jun 2024)30.12%
Worst 1-yr total return (6 Jun 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
YTD14.33%5.31%
1-month5.68%-4.19%
3-month5.62%3.90%
1-year31.66%20.31%
3-year10.07%6.48%
5-year14.04%11.78%
10-year11.09%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%N/AN/AN/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)

YTD7
1-month6
3-month7
1-year10
3-year14
5-year63

Load adjusted returns

1-year31.66%
3-year10.07%
5-year14.04%
10-year11.09%