Nasdaq - Delayed Quote • USD
Putnam Research Y (PURYX)
At close: 8:01 PM EDT
Fund Summary
The fund invests mainly in common stocks (growth or value stocks or both) of large U.S. companies that the managers believe have favorable investment potential. For example, the manager may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company. The manager may also consider other factors that the managers believe will cause the stock price to rise.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.60% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 8.65% |
| 5y Average Return | 14.36% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PURYX | Category Average | PURYX | Category Average | PURYX | Category Average | |
| Alpha | 0.94 | -0.02 | 1.17 | -0.01 | 0.31 | -0.02 |
| BETA | 0.98 | 0.01 | 0.98 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 1.1 | 0.01 | 1.39 | 0.01 | 1.13 | 0.01 |
| R-squared | 98.9 | 0.95 | 99.07 | 0.95 | 98.5 | 0.95 |
| Standard Deviation | 17.44 | 0.19 | 18.19 | 0.15 | 15.12 | 0.14 |
| Sharpe Ratio | 0.6 | 0.01 | 0.8 | 0.01 | 0.8 | 0.01 |
| Treynor Ratio | 9.59 | 0.16 | 14.25 | 0.15 | 11.82 | 0.12 |
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