Canada markets close in 5 hours 18 minutes

Putnam Research R (PRSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
49.91+0.35 (+0.71%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.41%
5-Year Average Return16.14%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (May 30, 2024)33.87%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return33.87%
Worst 3-Yr Total Return6.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPRSRXCategory
YTD7.68%5.31%
1-Month-4.07%-4.19%
3-Month5.19%3.90%
1-Year26.71%20.31%
3-Year8.44%6.48%
5-Year13.44%11.78%
10-Year12.14%10.96%
Last Bull Market27.98%25.56%
Last Bear Market-15.00%-15.11%

Annual Total Return (%) History

Year
PRSRXCategory
2024
N/AN/A
2023
28.50%22.32%
2022
-17.51%-16.96%
2021
23.89%26.07%
2020
19.69%15.83%
2019
32.49%28.78%
2018
-5.01%-6.27%
2017
22.89%20.44%
2016
9.95%10.37%
2015
-1.91%-1.07%
2014
14.32%10.96%
2013
32.48%31.50%
2012
17.28%14.96%
2011
-1.69%-1.27%
2010
16.00%14.01%
2009
33.87%28.17%
2008
-38.47%-37.79%
2007
0.13%6.16%
2006
11.07%14.17%
2005
4.73%5.88%
2004
7.20%10.02%
2003
N/A27.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.25%N/AN/AN/A
20237.18%9.75%-2.53%12.07%
2022-5.60%-15.00%-4.87%8.07%
20215.36%8.14%0.38%8.32%
2020-19.09%21.35%8.87%11.97%
201913.17%5.58%1.38%9.37%
2018-0.46%3.44%6.68%-13.52%
20176.84%4.12%4.75%5.46%
2016-0.48%2.43%4.43%3.28%
20151.84%-0.08%-9.00%5.93%
20142.57%6.00%0.69%4.43%
20139.58%2.40%6.45%10.91%
201213.58%-4.12%6.80%0.85%
20115.37%-0.88%-16.12%12.21%
20105.36%-12.06%12.98%10.82%
2009-7.33%18.24%15.61%5.68%
2008-13.14%0.36%-7.00%-24.11%
20071.37%5.90%-0.17%-6.56%
20064.01%-2.46%2.32%7.00%
2005-1.59%2.13%1.95%2.21%
20041.01%-0.08%-3.68%10.28%
200315.93%2.38%11.10%N/A

Rank In Category (By Total Return)

YTD13
1-Month35
3-Month18
1-Year9
3-Year16
5-Year14

Load Adjusted Returns

1-Year26.71%
3-Year8.44%
5-Year13.44%
10-Year12.14%