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Putnam Equity Income Fund Class M (PEIMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.86+0.10 (+0.39%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.62%
5-Year Average Return8.36%
Number of Years Up19
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)31.00%
Worst 1 Yr Total Return (Feb 3, 2019)-31.61%
Best 3-Yr Total Return31.00%
Worst 3-Yr Total Return-5.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEIMXCategory
YTD21.41%17.52%
1-Month2.03%-0.87%
3-Month3.23%5.51%
1-Year11.28%42.88%
3-Year11.87%11.93%
5-Year7.75%12.07%
10-Year11.51%10.95%
Last Bull Market25.22%23.18%
Last Bear Market-19.81%-17.87%

Annual Total Return (%) History

Year
PEIMXCategory
2019
N/A25.04%
2018
-8.80%-8.53%
2017
18.13%15.94%
2016
12.95%14.81%
2015
-3.66%-4.05%
2014
11.89%10.21%
2013
31.00%31.21%
2012
18.40%14.57%
2011
1.26%-0.75%
2010
11.84%13.66%
2009
26.52%24.13%
2008
-31.61%-37.09%
2007
2.89%1.42%
2006
18.70%18.15%
2005
5.17%5.95%
2004
11.57%12.97%
2003
26.03%28.44%
2002
-13.30%-18.69%
2001
-2.04%-4.99%
2000
12.56%7.87%
1999
0.56%6.72%
1998
12.21%12.00%
1997
25.77%26.61%
1996
20.71%20.08%
1995
33.86%32.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201911.65%4.04%2.44%N/A
2018-2.18%2.17%6.30%-14.15%
20174.55%1.40%4.99%6.14%
20160.18%3.01%3.90%5.34%
20151.14%-0.03%-8.28%3.89%
20142.60%5.13%-0.77%4.54%
201311.63%3.02%4.29%9.22%
201211.88%-5.37%8.05%3.51%
20118.11%-0.08%-17.61%13.77%
20104.39%-13.19%12.92%9.29%
2009-10.03%17.88%16.45%2.44%
2008-9.17%-2.39%-4.41%-19.31%
20070.76%6.95%-0.46%-4.08%
20064.02%-0.02%5.37%8.30%
2005-0.34%0.85%3.23%1.36%
20041.94%0.45%-0.54%9.56%
2003-6.09%16.83%1.20%13.50%
20023.67%-7.11%-17.31%8.89%
2001-3.43%4.58%-8.22%5.68%
2000-1.99%-1.60%8.71%7.37%
19992.06%8.73%-10.35%1.09%
199810.38%-1.01%-9.74%13.77%
19973.17%11.66%6.83%2.20%
19965.58%3.26%3.24%7.24%
19958.78%7.76%7.94%5.79%

Rank In Category (By Total Return)

YTD15
1-Month23
3-Month14
1-Year36
3-Year28
5-Year40

Load Adjusted Returns

1-Year7.39%
3-Year10.55%
5-Year6.98%
10-Year11.12%