UK markets closed

Putnam Small Cap Value B (PSLBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.82+0.11 (+1.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.82%
5-year average return8.59%
Number of years up17
Number of years down7
Best 1-yr total return (2 May 2024)38.59%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.59%
Worst 3-yr total return0.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSLBXCategory
YTD-3.94%26.79%
1-month-5.59%-1.77%
3-month-0.19%4.45%
1-year22.02%71.02%
3-year3.28%9.35%
5-year8.19%12.17%
10-year6.44%9.95%
Last bull market24.92%28.07%
Last bear market-16.17%-24.24%

Annual total return (%) history

Year
PSLBXCategory
2024
N/AN/A
2023
22.65%N/A
2022
-13.98%N/A
2021
38.59%N/A
2020
2.74%4.02%
2019
23.02%21.43%
2018
-20.49%-15.46%
2017
7.09%8.54%
2016
25.66%25.99%
2015
-4.62%-6.71%
2014
2.67%3.34%
2013
37.04%36.22%
2012
15.93%16.00%
2011
-5.65%-4.45%
2010
25.00%26.17%
2009
28.91%31.32%
2008
-39.96%-32.24%
2007
-13.68%-6.08%
2006
16.43%16.27%
2005
6.01%6.40%
2004
24.66%21.14%
2003
49.59%42.38%
2002
-19.28%-10.12%
2001
18.08%15.92%
2000
23.49%18.64%
1999
N/A6.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.74%N/AN/AN/A
2023-1.33%7.44%-0.52%16.31%
20220.26%-16.17%-5.23%7.99%
202123.54%8.70%-1.51%4.79%
2020-40.66%26.95%1.94%33.77%
201913.22%1.97%-2.45%9.23%
2018-4.25%7.00%1.29%-23.39%
20171.15%0.54%2.40%2.84%
2016-1.53%3.10%7.52%15.11%
20151.77%1.36%-9.08%1.71%
20142.50%0.89%-6.82%6.55%
201312.09%3.87%8.70%8.29%
201212.34%-3.52%3.20%3.64%
20117.01%-2.22%-21.71%15.17%
20108.62%-10.14%9.84%16.60%
2009-19.24%25.17%23.49%3.27%
2008-10.51%-4.43%-1.27%-28.90%
20073.00%3.89%-10.23%-10.14%
200612.10%-4.55%0.18%8.61%
2005-2.45%2.85%5.27%0.37%
20048.36%1.87%-0.61%13.62%
2003-5.61%24.37%6.50%19.65%
20029.10%-5.81%-22.25%1.03%
20011.01%14.90%-14.28%18.67%
20006.83%-0.39%7.00%8.45%
1999-9.98%4.39%N/AN/A

Rank in category (by total return)

YTD83
1-month40
3-month82
1-year15
3-year41
5-year44

Load adjusted returns

1-year17.02%
3-year2.35%
5-year7.75%
10-year6.44%