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Putnam Research R6 (PLJMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.00+0.09 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.22%
5-year average return16.33%
Number of years up6
Number of years down2
Best 1-yr total return (26 Jun 2024)33.32%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return33.32%
Worst 3-yr total return7.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLJMXCategory
YTD13.69%5.31%
1-month5.39%-4.19%
3-month4.86%3.90%
1-year32.60%20.31%
3-year10.96%6.48%
5-year16.86%11.78%
10-year13.04%10.96%
Last bull market28.30%25.56%
Last bear market-14.89%-15.11%

Annual total return (%) history

Year
PLJMXCategory
2024
N/AN/A
2023
29.28%22.32%
2022
-17.02%-16.96%
2021
24.65%26.07%
2020
20.47%15.83%
2019
33.32%28.78%
2018
-4.39%-6.27%
2017
23.75%20.44%
2016
10.68%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.40%N/AN/AN/A
20237.36%9.90%-2.38%12.25%
2022-5.45%-14.89%-4.71%8.23%
20215.53%8.31%0.54%8.47%
2020-18.94%21.54%9.04%12.14%
201913.37%5.74%1.52%9.54%
2018-0.30%3.62%6.82%-13.37%
20177.06%4.28%4.95%5.62%
2016-0.32%2.63%4.58%3.46%
2015-8.90%6.09%N/AN/A

Rank in category (by total return)

YTD9
1-month12
3-month13
1-year7
3-year5
5-year7

Load adjusted returns

1-year32.60%
3-year10.96%
5-year16.86%
10-year13.04%