Nasdaq - Delayed Quote USD

Putnam Capital Spectrum Fund Class M (PVSMX)

29.63 +0.25 (+0.85%)
At close: November 25 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 8.31%
5y Average Return -2.26%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Feb 4, 2019) 34.82%
Worst 1Y Total Return (Feb 4, 2019) -24.40%
Best 3Y Total Return 34.82%
Worst 3Y Total Return -7.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PVSMX
Category
YTD
12.73%
11.35%
1-Month
0.35%
0.99%
3-Month
-1.29%
5.92%
1-Year
-0.94%
32.83%
3-Year
-3.13%
11.75%
5-Year
-3.13%
11.53%
10-Year
8.06%
8.98%
Last Bull Market
25.67%
17.67%
Last Bear Market
-14.36%
-15.71%

Annual Total Return (%) History

Year
PVSMX
Category
2019
--
21.35%
2018
-24.40%
-7.93%
2017
4.01%
15.80%
2016
1.95%
7.93%
2015
-9.43%
-2.77%
2014
11.41%
5.71%
2013
34.82%
21.31%
2012
23.50%
13.42%

2011
8.22%
-3.80%
2010
21.01%
13.49%
2009
--
29.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 10.35% 5.88% -3.85% --
2018 -4.00% -0.28% 1.51% -22.20%
2017 10.70% 1.75% -4.83% -2.98%
2016 -5.71% 0.81% 4.33% 2.80%
2015 -1.13% -3.67% -7.37% 2.65%
2014 3.78% 2.06% -0.72% 5.95%
2013 6.01% 5.42% 8.48% 11.21%
2012 14.73% -3.94% 5.32% 6.40%
2011 11.32% 5.13% -16.24% 10.40%
2010 6.92% -4.95% 6.50% 11.80%

2009 15.69% 8.08% -- --

Rank in Category (By Total Return)

YTD 86
1-Month 91
3-Month 98
1-Year 99
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year -4.41%
3-Year -4.27%
5-Year -3.81%
10-Year 7.67%

Performance & Risk

YTD Return 8.31%
5y Average Return -2.26%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.78
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Putnam
Net Assets 632.24M
YTD Return 12.73%
Yield 0.00%
Morningstar Rating
Inception Date May 18, 2009

Fund Summary

The investment seeks total return. The fund invests in equity and fixed-income securities, including floating and fixed rate bank loans, high-yield bonds, convertible securities, and both growth and value stocks, of companies of any size that the adviser believes have favorable investment potential. It may also invest in fixed income securities of other issuers, in securitized debt instruments (such as mortgage- and asset-backed securities) and in companies that are not leveraged. The fund is non-diversified.

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