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Putnam Mortgage Securities Fund (PGSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
8.47-0.03 (-0.35%)
As of 08:06AM EDT. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.97%
5-Year Average Return-1.40%
Number of Years Up30
Number of Years Down8
Best 1 Yr Total Return (Sep 19, 2023)28.60%
Worst 1 Yr Total Return (Sep 19, 2023)N/A
Best 3-Yr Total Return28.60%
Worst 3-Yr Total Return-5.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPGSIXCategory
YTD-1.97%-0.61%
1-Month-0.59%0.77%
3-Month-1.95%1.99%
1-Year-3.28%3.06%
3-Year-4.21%5.69%
5-Year-1.40%3.75%
10-Year-0.03%3.84%
Last Bull Market1.76%4.61%
Last Bear Market-4.00%1.87%

Annual Total Return (%) History

Year
PGSIXCategory
2023
N/AN/A
2022
-10.82%N/A
2021
-4.22%N/A
2020
-0.71%8.06%
2019
12.40%8.94%
2018
-0.79%-0.61%
2017
0.82%4.27%
2016
0.63%3.86%
2015
-0.26%-0.45%
2014
5.49%5.42%
2013
-0.48%-0.90%
2012
3.31%7.76%
2011
4.73%6.27%
2010
5.36%8.51%
2009
28.60%15.12%
2008
-4.92%-3.86%
2007
7.00%5.62%
2006
4.07%4.48%
2005
2.21%2.09%
2004
3.25%4.59%
2003
1.86%6.32%
2002
7.71%8.44%
2001
6.89%7.84%
2000
10.40%10.08%
1999
0.09%-1.06%
1998
6.77%7.25%
1997
8.73%9.73%
1996
3.68%4.19%
1995
16.23%19.51%
1994
-2.40%-4.27%
1993
6.33%11.26%
1992
6.60%7.60%
1991
11.87%17.56%
1990
9.90%6.74%
1989
12.80%12.07%
1988
7.55%8.05%
1987
4.57%1.70%
1986
11.01%14.23%
1985
15.99%21.00%
1984
N/A14.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-0.08%0.18%N/AN/A
2022-3.23%-4.00%-6.02%2.14%
20211.71%-2.94%-0.39%-2.60%
2020-8.89%3.70%0.53%4.54%
20193.44%3.20%3.15%2.07%
2018-0.48%0.79%-0.82%-0.28%
20170.23%-0.01%0.77%-0.17%
2016-0.90%0.71%1.14%-0.31%
20150.26%0.22%-1.47%0.75%
20142.54%2.37%-0.25%0.75%
20130.71%-2.65%1.42%0.08%
20120.62%1.66%1.33%-0.34%
20111.25%2.59%0.93%-0.11%
20102.34%1.84%0.36%0.72%
20098.00%7.62%6.07%4.30%
20082.27%-0.95%-3.50%-2.74%
20071.21%-0.07%2.80%2.91%
2006-0.06%-0.62%3.36%1.38%
20050.17%1.62%-0.21%0.63%
20041.40%-1.24%2.24%0.85%
20030.55%0.16%0.72%0.41%
20020.93%3.04%2.56%0.99%
20012.19%0.47%4.27%-0.15%
20001.96%1.95%2.66%3.45%
19990.24%-0.64%0.80%-0.30%
19981.28%1.99%2.99%0.37%
1997-0.16%3.70%2.72%2.23%
1996-1.37%0.24%1.72%3.09%
19954.47%4.98%2.27%3.63%
1994-2.71%-0.96%0.87%0.41%
19933.45%1.54%0.69%0.54%
1992-0.61%3.44%3.23%0.45%
19912.25%1.59%3.99%3.57%
19900.17%3.12%1.54%4.78%
19891.21%6.45%1.25%3.40%
19883.77%1.61%1.55%0.44%
19872.12%-0.40%-1.96%4.86%
19862.82%0.83%3.78%3.17%
19852.60%5.78%2.86%3.90%
1984-3.45%7.81%6.88%N/A

Rank In Category (By Total Return)

YTD99
1-Month69
3-Month18
1-Year98
3-Year44
5-Year98

Load Adjusted Returns

1-Year-8.43%
3-Year-5.05%
5-Year-1.95%
10-Year-0.21%
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