Canada markets open in 6 hours 34 minutes

Putnam Focused Equity Fund (PGWTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
35.50+0.22 (+0.62%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.57%
5-Year Average Return13.96%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 24, 2024)30.12%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return30.12%
Worst 3-Yr Total Return7.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPGWTXCategory
YTD14.33%5.31%
1-Month5.68%-4.19%
3-Month5.62%3.90%
1-Year31.66%20.31%
3-Year10.07%6.48%
5-Year14.04%11.78%
10-Year11.09%10.96%
Last Bull Market26.03%25.56%
Last Bear Market-14.72%-15.11%

Annual Total Return (%) History

Year
PGWTXCategory
2024
N/AN/A
2023
24.87%22.32%
2022
-14.02%-16.96%
2021
21.79%26.07%
2020
17.08%15.83%
2019
30.12%28.78%
2018
N/A-6.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.53%N/AN/AN/A
20234.88%10.17%-1.07%9.25%
2022-1.70%-14.72%-4.40%7.28%
20216.06%8.08%-0.91%7.23%
2020-21.59%23.13%6.58%13.79%
201919.48%3.32%-1.27%6.76%
20188.13%-18.65%N/AN/A

Rank In Category (By Total Return)

YTD7
1-Month6
3-Month7
1-Year10
3-Year14
5-Year63

Load Adjusted Returns

1-Year31.66%
3-Year10.07%
5-Year14.04%
10-Year11.09%