Singapore markets closed

Putnam Core Equity Fund Y (PMYYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
38.04-0.03 (-0.08%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.85%
5-year average return14.84%
Number of years up10
Number of years down3
Best 1-yr total return (29 Apr 2024)42.00%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return42.00%
Worst 3-yr total return7.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMYYXCategory
YTD11.54%14.84%
1-month3.90%1.65%
3-month11.54%7.55%
1-year34.00%40.47%
3-year11.99%16.77%
5-year16.94%16.15%
10-year13.04%13.21%
Last bull market48.20%24.09%
Last bear market-16.20%-17.61%

Annual total return (%) history

Year
PMYYXCategory
2024
N/AN/A
2023
27.99%N/A
2022
-15.87%N/A
2021
30.75%N/A
2020
17.66%15.83%
2019
32.50%28.78%
2018
-7.91%-6.27%
2017
24.01%20.44%
2016
13.58%10.37%
2015
-2.89%-1.07%
2014
13.82%10.96%
2013
42.00%31.50%
2012
18.38%14.96%
2011
0.46%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.54%N/AN/AN/A
20236.54%10.37%-2.56%11.71%
2022-3.44%-16.20%-4.56%8.94%
202111.79%8.06%-0.83%9.14%
2020-22.81%21.41%9.53%14.62%
201911.96%4.45%1.90%11.19%
2018-0.74%2.21%7.23%-15.35%
20175.63%2.69%6.65%7.19%
2016-1.42%0.72%6.31%7.60%
20151.70%0.89%-9.78%4.91%
20143.05%5.54%0.99%3.63%
201311.91%4.26%8.31%12.36%
201215.46%-5.82%6.60%2.13%
20117.85%-0.49%-17.14%12.97%
201015.45%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month22
3-month23
1-year10
3-year16
5-year2

Load adjusted returns

1-year34.00%
3-year11.99%
5-year16.94%
10-year13.04%