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Putnam Research B (PRFBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.65+0.08 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.60%
5-year average return15.05%
Number of years up16
Number of years down9
Best 1-yr total return (26 Jun 2024)33.25%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return33.25%
Worst 3-yr total return6.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRFBXCategory
YTD13.17%5.31%
1-month5.27%-4.19%
3-month4.58%3.90%
1-year31.14%20.31%
3-year9.73%6.48%
5-year15.56%11.78%
10-year11.82%10.96%
Last bull market27.71%25.56%
Last bear market-15.12%-15.11%

Annual total return (%) history

Year
PRFBXCategory
2024
N/AN/A
2023
27.85%22.32%
2022
-17.93%-16.96%
2021
23.26%26.07%
2020
19.10%15.83%
2019
31.85%28.78%
2018
-5.51%-6.27%
2017
22.31%20.44%
2016
9.38%10.37%
2015
-2.41%-1.07%
2014
13.75%10.96%
2013
31.90%31.50%
2012
16.70%14.96%
2011
-2.25%-1.27%
2010
15.38%14.01%
2009
33.25%28.17%
2008
-38.81%-37.79%
2007
-0.39%6.16%
2006
10.54%14.17%
2005
4.16%5.88%
2004
6.70%10.02%
2003
24.30%27.05%
2002
-22.79%-22.25%
2001
-19.48%-13.50%
2000
-2.83%-6.31%
1999
26.55%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.11%N/AN/AN/A
20237.05%9.59%-2.63%11.92%
2022-5.71%-15.12%-4.99%7.93%
20215.21%8.03%0.27%8.16%
2020-19.19%21.20%8.73%11.84%
201913.07%5.45%1.23%9.25%
2018-0.58%3.33%6.50%-13.64%
20176.75%3.98%4.60%5.34%
2016-0.59%2.31%4.26%3.16%
20151.73%-0.24%-9.07%5.76%
20142.43%5.85%0.56%4.32%
20139.51%2.25%6.34%10.77%
201213.50%-4.24%6.67%0.66%
20115.19%-0.93%-16.23%11.98%
20105.18%-12.16%12.88%10.64%
2009-7.44%18.07%15.50%5.57%
2008-13.27%0.23%-7.14%-24.20%
20071.25%5.78%-0.31%-6.71%
20063.85%-2.52%2.15%6.89%
2005-1.74%2.00%1.81%2.08%
20040.81%-0.16%-3.77%10.18%
2003-5.42%15.92%2.20%10.93%
2002-0.85%-14.39%-16.99%9.57%
2001-17.10%7.68%-20.35%13.26%
20004.22%-0.05%-2.34%-4.47%
19994.77%6.70%-5.57%19.88%
1998-8.84%23.58%N/AN/A

Rank in category (by total return)

YTD11
1-month15
3-month15
1-year12
3-year17
5-year29

Load adjusted returns

1-year26.14%
3-year8.89%
5-year15.34%
10-year11.82%