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Putnam Core Equity Fund R (PMYZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.45+0.04 (+0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.70%
5-year average return16.09%
Number of years up9
Number of years down4
Best 1-yr total return (15 May 2024)41.22%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return41.22%
Worst 3-yr total return7.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMYZXCategory
YTD6.69%5.31%
1-month-4.24%-4.19%
3-month4.63%3.90%
1-year25.17%20.31%
3-year8.02%6.48%
5-year14.25%11.78%
10-year12.02%10.96%
Last bull market26.73%25.56%
Last bear market-16.32%-15.11%

Annual total return (%) history

Year
PMYZXCategory
2024
N/AN/A
2023
27.33%22.32%
2022
-16.29%-16.96%
2021
30.06%26.07%
2020
17.10%15.83%
2019
31.83%28.78%
2018
-8.40%-6.27%
2017
23.39%20.44%
2016
13.05%10.37%
2015
-3.35%-1.07%
2014
13.28%10.96%
2013
41.22%31.50%
2012
17.82%14.96%
2011
-0.05%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.41%N/AN/AN/A
20236.40%10.22%-2.67%11.55%
2022-3.55%-16.32%-4.67%8.80%
202111.61%7.95%-0.95%8.98%
2020-22.89%21.23%9.42%14.48%
201911.85%4.29%1.80%11.02%
2018-0.88%2.04%7.12%-15.46%
20175.45%2.56%6.56%7.07%
2016-1.54%0.54%6.18%7.56%
20151.59%0.78%-9.96%4.83%
20142.99%5.43%0.82%3.48%
201311.75%4.19%8.12%12.19%
201215.27%-5.91%6.45%2.05%
20117.67%-0.65%-17.20%12.84%
201015.34%N/AN/AN/A

Rank in category (by total return)

YTD25
1-month51
3-month27
1-year14
3-year23
5-year6

Load adjusted returns

1-year25.17%
3-year8.02%
5-year14.25%
10-year12.02%