Nasdaq - Delayed Quote • USD
Putnam Funds Trust - Putnam Capital Spectrum Fund (PVSCX)
At close: December 24 at 8:01 PM EST
Fund Summary
The fund invests in equity and fixed-income securities, including floating and fixed rate bank loans 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.49% |
| Worst 1Y Total Return | -24.59% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 8.29% |
| 5y Average Return | -2.50% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.79 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PVSCX | Category Average | PVSCX | Category Average | PVSCX | Category Average | |
| Alpha | -16.33 | -0.02 | -11.7 | -0.02 | -3.94 | -0.01 |
| BETA | 1.79 | 0.01 | 1.69 | 0.01 | 1.5 | 0.01 |
| Mean Annual Return | -0.54 | 0.01 | -0.16 | 0.01 | 0.63 | 0.01 |
| R-squared | 86.15 | 0.94 | 79.72 | 0.93 | 72.66 | 0.93 |
| Standard Deviation | 19.68 | 0.16 | 16.91 | 0.13 | 14.79 | 0.12 |
| Sharpe Ratio | -0.41 | 0.01 | -0.18 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | -5.44 | 0.08 | -2.66 | 0.08 | 4 | 0.06 |
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