Nasdaq - Delayed Quote USD

Putnam Global Technology Fund (PGTRX)

59.12 +0.11 (+0.19%)
At close: April 24 at 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.77%
5y Average Return 19.10%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 70.11%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 70.11%
Worst 3Y Total Return 4.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGTRX
Category
YTD
13.32%
12.31%
1-Month
2.04%
6.23%
3-Month
13.32%
8.63%
1-Year
40.47%
53.90%
3-Year
8.02%
27.50%
5-Year
22.06%
28.80%
10-Year
19.92%
18.74%
Last Bull Market
44.47%
24.03%
Last Bear Market
-18.80%
-20.41%

Annual Total Return (%) History

Year
PGTRX
Category
2024
--
--
2023
53.03%
--
2022
-32.60%
--
2021
10.96%
--
2020
70.11%
55.91%
2019
46.80%
37.49%
2018
-6.93%
-3.21%
2017
46.34%
35.35%

2016
12.01%
10.84%
2015
10.35%
5.21%
2014
13.24%
12.55%
2013
23.97%
35.45%
2012
12.84%
13.08%
2011
-6.22%
-7.62%
2010
10.24%
20.00%
2009
53.28%
61.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.32% -- -- --
2023 23.45% 12.93% -6.54% 17.45%
2022 -14.74% -18.80% -7.93% 5.74%
2021 2.89% 8.74% -3.13% 2.37%
2020 -7.79% 36.60% 11.60% 21.02%
2019 19.53% 7.35% 0.25% 14.13%
2018 6.21% 8.87% 0.31% -19.76%
2017 15.52% 9.25% 9.95% 5.46%
2016 -1.45% 0.23% 15.37% -1.71%
2015 -0.05% 3.00% -5.41% 13.32%

2014 0.41% 7.51% 1.38% 3.48%
2013 0.70% -2.34% 10.80% 13.77%
2012 20.09% -8.54% 6.66% -3.67%
2011 2.43% -2.99% -10.98% 6.03%
2010 2.40% -11.27% 12.17% 8.16%
2009 0.99% 21.75% 16.17% 7.30%

Rank in Category (By Total Return)

YTD 29
1-Month 39
3-Month 29
1-Year 38
3-Year 34
5-Year 18

Load Adjusted Returns

1-Year 40.47%
3-Year 8.02%
5-Year 22.06%
10-Year 19.92%

Performance & Risk

YTD Return 6.77%
5y Average Return 19.10%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Franklin Templeton Investments
Net Assets 1.2B
YTD Return 13.32%
Yield 0.22%
Morningstar Rating
Inception Date Dec 18, 2008

Fund Summary

The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in securities of companies in the technology industries. The fund is non-diversified.

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