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Putnam Small Cap Value A (PSLAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.27-0.15 (-0.97%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.55%
5-Year Average Return9.86%
Number of Years Up17
Number of Years Down7
Best 1 Yr Total Return (Jul 4, 2024)39.50%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return39.50%
Worst 3-Yr Total Return0.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSLAXCategory
YTD0.06%26.79%
1-Month-1.08%-1.77%
3-Month-1.83%4.45%
1-Year16.14%71.02%
3-Year3.51%9.35%
5-Year10.61%12.17%
10-Year7.24%9.95%
Last Bull Market25.25%28.07%
Last Bear Market-16.06%-24.24%

Annual Total Return (%) History

Year
PSLAXCategory
2024
N/AN/A
2023
23.55%N/A
2022
-13.35%N/A
2021
39.50%N/A
2020
3.57%4.02%
2019
23.92%21.43%
2018
-19.81%-15.46%
2017
7.91%8.54%
2016
26.59%25.99%
2015
-3.88%-6.71%
2014
3.46%3.34%
2013
38.00%36.22%
2012
16.95%16.00%
2011
-4.95%-4.45%
2010
25.70%26.17%
2009
29.98%31.32%
2008
-39.48%-32.24%
2007
-13.08%-6.08%
2006
17.30%16.27%
2005
6.78%6.40%
2004
25.67%21.14%
2003
50.67%42.38%
2002
-18.69%-10.12%
2001
18.95%15.92%
2000
24.43%18.64%
1999
N/A6.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.93%-1.83%N/AN/A
2023-1.18%7.72%-0.30%16.41%
20220.44%-16.06%-4.93%8.11%
202123.68%8.94%-1.43%5.04%
2020-40.59%27.27%2.14%34.11%
201913.31%2.23%-2.28%9.47%
2018-4.06%7.16%1.51%-23.16%
20171.37%0.68%2.58%3.07%
2016-1.29%3.21%7.77%15.31%
20151.97%1.61%-9.00%1.95%
20142.74%1.08%-6.66%6.73%
201312.21%4.13%8.92%8.43%
201212.60%-3.33%3.44%3.86%
20117.21%-2.03%-21.52%15.31%
20108.68%-10.05%10.15%16.72%
2009-19.18%25.49%23.59%3.68%
2008-10.40%-4.07%-1.14%-28.78%
20073.25%4.04%-10.04%-10.05%
200612.34%-4.40%0.39%8.80%
2005-2.29%3.04%5.48%0.56%
20048.62%2.08%-0.43%13.83%
2003-5.37%24.50%6.69%19.87%
20029.29%-5.62%-22.16%1.27%
20011.25%15.02%-14.06%18.85%
20007.01%-0.19%7.24%8.64%
1999-10.07%4.83%N/AN/A

Rank In Category (By Total Return)

YTD57
1-Month8
3-Month12
1-Year12
3-Year40
5-Year25

Load Adjusted Returns

1-Year9.47%
3-Year1.49%
5-Year9.31%
10-Year6.61%