Nasdaq - Delayed Quote USD

Putnam Small Cap Growth Y (PSYGX)

68.96 +0.08 (+0.12%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.64%
5y Average Return 12.71%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2024) 48.02%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 48.02%
Worst 3Y Total Return 0.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSYGX
Category
YTD
16.07%
12.40%
1-Month
3.01%
3.37%
3-Month
16.07%
4.88%
1-Year
33.58%
55.69%
3-Year
4.56%
19.34%
5-Year
14.98%
20.72%
10-Year
11.87%
13.98%
Last Bull Market
35.22%
27.85%
Last Bear Market
-17.72%
-24.06%

Annual Total Return (%) History

Year
PSYGX
Category
2024
--
--
2023
23.18%
--
2022
-27.92%
--
2021
14.42%
--
2020
48.02%
38.62%
2019
37.97%
27.68%
2018
-2.31%
-5.76%
2017
20.51%
21.50%

2016
8.77%
11.20%
2015
-2.58%
-2.41%
2014
2.24%
2.44%
2013
47.97%
40.91%
2012
14.55%
13.15%
2011
-3.63%
-3.55%
2010
28.46%
26.98%
2009
26.61%
35.46%
2008
-43.02%
-41.55%
2007
3.07%
7.59%
2006
5.90%
10.81%
2005
8.77%
6.02%
2004
16.90%
12.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 16.07% -- -- --
2023 7.03% 8.24% -4.38% 11.19%
2022 -15.68% -17.72% 0.12% 3.77%
2021 3.15% 3.41% 4.00% 3.15%
2020 -17.93% 32.41% 11.00% 22.71%
2019 19.83% 9.46% -2.74% 8.14%
2018 4.82% 8.58% 8.13% -20.63%
2017 5.16% 3.00% 4.42% 6.56%
2016 -6.30% 1.22% 9.51% 4.73%
2015 6.34% 2.24% -14.57% 4.89%

2014 0.03% -0.17% -5.92% 8.81%
2013 12.70% 3.16% 14.28% 11.38%
2012 14.78% -7.88% 7.34% 0.93%
2011 10.18% 0.25% -24.91% 16.20%
2010 8.77% -10.62% 12.17% 17.80%
2009 -13.04% 17.83% 18.14% 4.59%
2008 -14.81% 2.65% -10.51% -27.20%
2007 4.13% 6.55% -1.66% -5.54%
2006 11.35% -8.46% -3.34% 7.49%
2005 -3.79% 4.32% 7.32% 0.98%
2004 6.44% 0.35% -5.03% 15.25%

Rank in Category (By Total Return)

YTD 4
1-Month 32
3-Month 4
1-Year 3
3-Year 8
5-Year 6

Load Adjusted Returns

1-Year 33.58%
3-Year 4.56%
5-Year 14.98%
10-Year 11.87%

Performance & Risk

YTD Return 8.64%
5y Average Return 12.71%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 1.8B
YTD Return 16.07%
Yield 0.00%
Morningstar Rating
Inception Date Mar 18, 2002

Fund Summary

The fund invests mainly in common stocks of small U.S. companies, with a focus on growth stocks. Growth stocks are stocks issued by companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. It invests at least 80% of the fund's net assets in companies of a size similar to those in the Russell 2000 Growth Index.

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