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Putnam Core Equity Fund B (PMYBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.90-0.02 (-0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.49%
5-year average return13.69%
Number of years up9
Number of years down4
Best 1-yr total return (29 Apr 2024)40.54%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return40.54%
Worst 3-yr total return6.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMYBXCategory
YTD11.27%14.84%
1-month3.79%1.65%
3-month11.27%7.55%
1-year32.61%40.47%
3-year10.87%16.77%
5-year15.77%16.15%
10-year11.91%13.21%
Last bull market46.99%24.09%
Last bear market-16.42%-17.61%

Annual total return (%) history

Year
PMYBXCategory
2024
N/AN/A
2023
26.71%N/A
2022
-16.70%N/A
2021
29.39%N/A
2020
16.52%15.83%
2019
31.16%28.78%
2018
-8.85%-6.27%
2017
22.77%20.44%
2016
12.49%10.37%
2015
-3.84%-1.07%
2014
12.69%10.96%
2013
40.54%31.50%
2012
17.28%14.96%
2011
-0.55%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.27%N/AN/AN/A
20236.31%10.06%-2.81%11.42%
2022-3.65%-16.42%-4.79%8.65%
202111.50%7.79%-1.07%8.83%
2020-23.00%21.12%9.27%14.33%
201911.65%4.18%1.68%10.89%
2018-1.03%1.95%6.97%-15.55%
20175.34%2.41%6.45%6.91%
2016-1.69%0.49%6.06%7.36%
20151.45%0.68%-10.03%4.63%
20142.83%5.26%0.71%3.37%
201311.59%4.01%8.06%12.06%
201215.19%-6.03%6.24%1.98%
20117.60%-0.73%-17.33%12.63%
201015.13%N/AN/AN/A

Rank in category (by total return)

YTD26
1-month26
3-month26
1-year14
3-year36
5-year10

Load adjusted returns

1-year27.61%
3-year10.05%
5-year15.55%
10-year11.91%