Nasdaq - Delayed Quote USD

Putnam Funds Trust - Putnam Equity Spectrum Fund (PYSOX)

33.58 +0.09 (+0.27%)
At close: December 24 at 8:01 PM EST

Performance Overview

Morningstar Return Rating 1
YTD Return 7.81%
5y Average Return -2.19%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Feb 4, 2019) 43.44%
Worst 1Y Total Return (Feb 4, 2019) -17.21%
Best 3Y Total Return 43.44%
Worst 3Y Total Return -3.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PYSOX
Category
YTD
-11.55%
17.04%
1-Month
0.80%
-0.01%
3-Month
20.44%
5.47%
1-Year
-7.73%
50.44%
3-Year
-6.87%
13.15%
5-Year
-2.66%
13.75%
10-Year
7.09%
11.35%
Last Bull Market
28.16%
25.95%
Last Bear Market
-14.69%
-22.55%

Annual Total Return (%) History

Year
PYSOX
Category
2020
--
12.39%
2019
19.97%
26.21%
2018
-17.21%
-11.15%
2017
5.83%
15.93%
2016
3.24%
14.14%
2015
-14.61%
-4.75%
2014
5.31%
7.80%
2013
43.44%
34.10%

2012
23.38%
16.15%
2011
8.38%
-3.81%
2010
22.61%
22.52%
2009
--
37.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -26.56% 20.44% -- --
2019 9.94% 4.61% -3.91% 8.56%
2018 -5.93% 8.30% 4.04% -21.88%
2017 14.01% 0.96% -5.38% -2.83%
2016 -6.63% 0.20% 6.63% 3.49%
2015 -2.01% -4.25% -10.85% 2.09%
2014 3.64% 1.27% -2.94% 3.37%
2013 7.29% 7.12% 10.89% 12.55%
2012 17.11% -6.71% 7.04% 5.50%
2011 10.68% 5.97% -16.66% 10.87%

2010 9.91% -6.90% 7.21% 11.76%
2009 23.59% 8.34% -- --

Rank in Category (By Total Return)

YTD 41
1-Month 68
3-Month 66
1-Year 65
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year -12.34%
3-Year -7.81%
5-Year -3.02%
10-Year 7.09%

Performance & Risk

YTD Return 7.81%
5y Average Return -2.19%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Putnam
Net Assets 222.45M
YTD Return -11.55%
Yield 0.00%
Morningstar Rating
Inception Date May 18, 2009

Fund Summary

The investment seeks capital appreciation. The fund invests in equity securities of companies of any size, including both growth and value stocks, that the managers believe have favorable investment potential. The adviser expects to invest in leveraged companies, which employ significant leverage in their capital structure through borrowing from banks or other lenders or through issuing fixed-income, convertible or preferred equity securities, and whose fixed income securities are often rated below-investment-grade (sometimes referred to as "junk bonds"). The fund is non-diversified.

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