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Putnam Global Industrial B (PGIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.20+0.13 (+0.45%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.22%
5-year average return11.83%
Number of years up11
Number of years down4
Best 1-yr total return (13 May 2024)39.40%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return39.40%
Worst 3-yr total return4.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGIVXCategory
YTD7.76%14.84%
1-month-3.94%1.65%
3-month5.29%7.55%
1-year25.18%40.47%
3-year6.84%16.77%
5-year10.32%16.15%
10-year9.55%13.21%
Last bull market25.43%24.09%
Last bear market-14.99%-17.61%

Annual total return (%) history

Year
PGIVXCategory
2024
N/AN/A
2023
23.47%N/A
2022
-15.01%N/A
2021
20.42%N/A
2020
15.70%15.83%
2019
28.57%28.78%
2018
-14.58%-6.27%
2017
26.82%20.44%
2016
13.99%10.37%
2015
0.86%-1.07%
2014
-0.10%10.96%
2013
39.40%31.50%
2012
26.08%14.96%
2011
-15.32%-1.27%
2010
31.74%14.01%
2009
23.82%28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.18%N/AN/AN/A
20234.60%9.83%-1.35%8.94%
2022-1.96%-14.99%-4.70%7.00%
20215.81%7.73%-1.16%6.90%
2020-21.80%22.71%6.30%13.41%
201919.12%3.04%-1.57%6.42%
20181.27%-3.58%7.87%-18.90%
20176.73%3.23%6.78%7.79%
20162.29%6.15%5.74%-0.72%
20154.87%-4.05%-6.31%6.99%
20141.72%1.99%-4.56%0.90%
20136.89%1.75%14.52%11.91%
201215.78%-7.07%6.35%10.18%
20116.33%0.70%-28.38%10.43%
201010.36%-13.01%19.63%14.71%
2009-18.56%21.24%20.87%3.75%

Rank in category (by total return)

YTD12
1-month29
3-month16
1-year14
3-year50
5-year80

Load adjusted returns

1-year20.18%
3-year5.96%
5-year10.05%
10-year9.55%