Nasdaq - Delayed Quote • USD
Putnam Small Cap Value R5 (PSLRX)
As of 8:05 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -15.56% |
| 5y Average Return | 5.37% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jun 30, 2022) | 40.05% |
| Worst 1Y Total Return (Jun 30, 2022) | -- |
| Best 3Y Total Return | 40.05% |
| Worst 3Y Total Return | 1.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSLRX
Category
- YTD
- -15.56%
- 26.79%
- 1-Month
- -11.18%
- -1.77%
- 3-Month
- -16.00%
- 4.45%
- 1-Year
- -12.37%
- 71.02%
- 3-Year
- 9.54%
- 9.35%
- 5-Year
- 5.37%
- 12.17%
- 10-Year
- 0.00%
- 9.95%
- Last Bull Market
- 74.84%
- 28.07%
- Last Bear Market
- -37.70%
- -24.24%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 76 |
| 3-Month | 36 |
| 1-Year | 28 |
| 3-Year | 22 |
| 5-Year | 39 |
Load Adjusted Returns
| 1-Year | -1.94% |
| 3-Year | 16.21% |
| 5-Year | 8.55% |
| 10-Year | 11.37% |
Performance & Risk
| YTD Return | -15.56% |
| 5y Average Return | 5.37% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Putnam |
| Net Assets | 232.27M |
| YTD Return | -15.56% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2013 |
Fund Summary
The fund invests mainly in common stocks of small U.S. companies, with a focus on value stocks. Value stocks are issued by companies that are currently undervalued by the market. The fund invests at least 80% of its net assets in companies of a size similar to those in the Russell 2000 Value Index. The adviser may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
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