PGIEX - Putnam Focused Equity Fund
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return8.77%
5-Year Average Return6.78%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (May 25, 2023)39.42%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return39.42%
Worst 3-Yr Total Return4.72%
Trailing Returns (%) Vs. Benchmarks
ReturnPGIEXCategory
YTD8.77%14.84%
1-Month5.31%1.65%
3-Month5.31%7.55%
1-Year2.62%40.47%
3-Year11.58%16.77%
5-Year6.78%16.15%
10-Year9.80%13.21%
Last Bull Market36.69%24.09%
Last Bear Market-14.96%-17.61%
Annual Total Return (%) History
YearPGIEXCategory
2023N/AN/A
2022-14.99%N/A
202120.43%N/A
202015.67%15.83%
201928.58%28.78%
2018-14.56%-6.27%
201726.78%20.44%
201614.04%10.37%
20150.85%-1.07%
2014-0.15%10.96%
201339.42%31.50%
201226.03%14.96%
2011-15.28%-1.27%
201031.66%14.01%
200923.87%28.17%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20234.55%N/AN/AN/A
2022-1.96%-14.96%-4.74%7.03%
20215.80%7.75%-1.20%6.92%
2020-21.85%22.81%6.24%13.44%
201919.08%3.03%-1.57%6.46%
20181.27%-3.58%7.86%-18.87%
20176.72%3.23%6.77%7.78%
20162.35%6.14%5.72%-0.70%
20154.92%-4.10%-6.23%6.90%
20141.66%1.99%-4.55%0.89%
20136.89%1.69%14.58%11.95%
201215.75%-7.13%6.35%10.24%
20116.34%0.63%-28.37%10.52%
201010.35%-13.07%19.63%14.73%
2009-18.56%21.24%20.96%3.71%
Rank In Category (By Total Return)
YTD65
1-Month28
3-Month73
1-Year77
3-Year80
5-Year92
Load Adjusted Returns
1-Year-0.42%
3-Year12.52%
5-Year7.15%
10-Year10.04%
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