Nasdaq - Delayed Quote USD

Putnam Small Cap Growth B (PNSBX)

51.78 +0.61 (+1.19%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.78%
5y Average Return 11.70%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Apr 22, 2024) 46.52%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 46.52%
Worst 3Y Total Return -0.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PNSBX
Category
YTD
15.78%
12.40%
1-Month
2.91%
3.37%
3-Month
15.78%
4.88%
1-Year
32.25%
55.69%
3-Year
3.52%
19.34%
5-Year
13.83%
20.72%
10-Year
10.75%
13.98%
Last Bull Market
34.08%
27.85%
Last Bear Market
-17.93%
-24.06%

Annual Total Return (%) History

Year
PNSBX
Category
2024
--
--
2023
21.96%
--
2022
-28.64%
--
2021
13.29%
--
2020
46.52%
38.62%
2019
36.60%
27.68%
2018
-3.27%
-5.76%
2017
19.29%
21.50%

2016
7.70%
11.20%
2015
-3.56%
-2.41%
2014
1.24%
2.44%
2013
46.51%
40.91%
2012
13.56%
13.15%
2011
-4.42%
-3.55%
2010
27.11%
26.98%
2009
25.43%
35.46%
2008
-43.61%
-41.55%
2007
2.03%
7.59%
2006
4.85%
10.81%
2005
7.70%
6.02%
2004
15.73%
12.41%
2003
48.60%
45.54%
2002
--
-27.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 15.78% -- -- --
2023 6.77% 7.99% -4.62% 10.91%
2022 -15.90% -17.93% -0.13% 3.51%
2021 2.90% 3.15% 3.73% 2.89%
2020 -18.13% 32.06% 10.73% 22.39%
2019 19.53% 9.20% -2.97% 7.86%
2018 4.58% 8.30% 7.85% -20.82%
2017 4.89% 2.76% 4.14% 6.27%
2016 -6.62% 0.95% 9.39% 4.44%
2015 6.09% 1.99% -14.78% 4.59%

2014 -0.19% -0.41% -6.16% 8.54%
2013 12.44% 2.94% 13.98% 11.06%
2012 14.62% -8.07% 7.12% 0.61%
2011 9.92% 0.00% -25.11% 16.11%
2010 8.43% -10.85% 11.94% 17.47%
2009 -13.24% 17.56% 17.83% 4.36%
2008 -15.04% 2.40% -10.74% -27.39%
2007 3.86% 6.26% -1.88% -5.78%
2006 11.06% -8.66% -3.62% 7.25%
2005 -4.02% 4.09% 7.05% 0.70%
2004 6.21% 0.05% -5.28% 14.98%
2003 -5.37% 28.14% 9.99% 11.43%
2002 -15.94% -22.18% 7.41% --

Rank in Category (By Total Return)

YTD 5
1-Month 35
3-Month 5
1-Year 4
3-Year 11
5-Year 8

Load Adjusted Returns

1-Year 27.25%
3-Year 2.64%
5-Year 13.59%
10-Year 10.75%

Performance & Risk

YTD Return 6.78%
5y Average Return 11.70%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 1.8B
YTD Return 15.78%
Yield 0.00%
Morningstar Rating
Inception Date Mar 18, 2002

Fund Summary

The fund invests mainly in common stocks of small U.S. companies, with a focus on growth stocks. Growth stocks are stocks issued by companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. It invests at least 80% of the fund's net assets in companies of a size similar to those in the Russell 2000 Growth Index.

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