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Putnam Core Equity Fund A (PMYAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.56+0.47 (+1.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.75%
5-year average return14.99%
Number of years up10
Number of years down3
Best 1-yr total return (1 May 2024)41.56%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return41.56%
Worst 3-yr total return7.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMYAXCategory
YTD11.49%14.84%
1-month3.87%1.65%
3-month11.49%7.55%
1-year33.68%40.47%
3-year11.72%16.77%
5-year16.64%16.15%
10-year12.75%13.21%
Last bull market47.91%24.09%
Last bear market-16.24%-17.61%

Annual total return (%) history

Year
PMYAXCategory
2024
N/AN/A
2023
27.68%N/A
2022
-16.08%N/A
2021
30.39%N/A
2020
17.41%15.83%
2019
32.16%28.78%
2018
-8.16%-6.27%
2017
23.68%20.44%
2016
13.33%10.37%
2015
-3.12%-1.07%
2014
13.55%10.96%
2013
41.56%31.50%
2012
18.10%14.96%
2011
0.21%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.49%N/AN/AN/A
20236.48%10.29%-2.61%11.63%
2022-3.50%-16.24%-4.60%8.83%
202111.70%8.00%-0.89%9.06%
2020-22.85%21.36%9.48%14.53%
201911.93%4.35%1.88%11.07%
2018-0.79%2.13%7.17%-15.42%
20175.54%2.60%6.63%7.11%
2016-1.48%0.66%6.22%7.59%
20151.65%0.84%-9.87%4.87%
20143.05%5.43%0.94%3.55%
201311.83%4.19%8.25%12.23%
201215.36%-5.82%6.44%2.13%
20117.76%-0.57%-17.17%12.91%
201015.40%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month22
3-month23
1-year11
3-year19
5-year4

Load adjusted returns

1-year25.99%
3-year9.54%
5-year15.27%
10-year12.09%