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Putnam Small Cap Value R (PSCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.77-0.15 (-1.01%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.73%
5-year average return9.58%
Number of years up11
Number of years down5
Best 1-yr total return (4 Jul 2024)39.17%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return39.17%
Worst 3-yr total return0.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSCRXCategory
YTD-0.07%26.79%
1-month-1.12%-1.77%
3-month-1.89%4.45%
1-year15.88%71.02%
3-year3.27%9.35%
5-year10.34%12.17%
10-year6.98%9.95%
Last bull market25.18%28.07%
Last bear market-16.09%-24.24%

Annual total return (%) history

Year
PSCRXCategory
2024
N/AN/A
2023
23.29%N/A
2022
-13.57%N/A
2021
39.17%N/A
2020
3.34%4.02%
2019
23.69%21.43%
2018
-20.02%-15.46%
2017
7.52%8.54%
2016
26.33%25.99%
2015
-4.14%-6.71%
2014
3.20%3.34%
2013
37.66%36.22%
2012
16.61%16.00%
2011
-5.28%-4.45%
2010
25.50%26.17%
2009
29.73%31.32%
2008
-39.68%-32.24%
2007
N/A-6.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.86%-1.89%N/AN/A
2023-1.22%7.63%-0.38%16.40%
20220.39%-16.09%-5.00%8.00%
202123.56%8.91%-1.48%4.97%
2020-40.56%27.10%2.08%33.98%
201913.35%2.20%-2.34%9.34%
2018-4.08%7.18%1.40%-23.27%
20171.22%0.69%2.51%2.91%
2016-1.39%3.26%7.68%15.22%
20151.87%1.57%-9.01%1.83%
20142.71%0.97%-6.69%6.65%
201312.17%4.02%8.89%8.35%
201212.51%-3.36%3.38%3.74%
20117.07%-2.05%-21.65%15.27%
20108.62%-10.01%9.97%16.74%
2009-19.14%25.44%23.43%3.62%
2008-10.43%-4.28%-1.14%-28.84%
20073.98%-10.10%-10.05%N/A

Rank in category (by total return)

YTD60
1-month9
3-month14
1-year13
3-year42
5-year27

Load adjusted returns

1-year15.88%
3-year3.27%
5-year10.34%
10-year6.98%