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Putnam Small Cap Value Y (PYSVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.65+0.24 (+1.46%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.20%
5-Year Average Return10.82%
Number of Years Up15
Number of Years Down7
Best 1 Yr Total Return (Jun 26, 2024)39.91%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return39.91%
Worst 3-Yr Total Return1.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPYSVXCategory
YTD1.26%26.79%
1-Month5.06%-1.77%
3-Month4.15%4.45%
1-Year31.73%71.02%
3-Year3.94%9.35%
5-Year12.43%12.17%
10-Year8.00%9.95%
Last Bull Market25.41%28.07%
Last Bear Market-15.97%-24.24%

Annual Total Return (%) History

Year
PYSVXCategory
2024
N/AN/A
2023
23.78%N/A
2022
-13.11%N/A
2021
39.91%N/A
2020
3.79%4.02%
2019
24.18%21.43%
2018
-19.53%-15.46%
2017
8.11%8.54%
2016
26.91%25.99%
2015
-3.63%-6.71%
2014
3.68%3.34%
2013
38.32%36.22%
2012
17.22%16.00%
2011
-4.73%-4.45%
2010
26.17%26.17%
2009
30.33%31.32%
2008
-39.36%-32.24%
2007
-12.85%-6.08%
2006
17.57%16.27%
2005
7.08%6.40%
2004
26.01%21.14%
2003
51.02%42.38%
2002
-18.44%-10.12%
2001
N/A15.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.99%N/AN/AN/A
2023-1.18%7.73%-0.21%16.50%
20220.47%-15.97%-4.91%8.22%
202123.74%8.99%-1.34%5.15%
2020-40.56%27.21%2.24%34.26%
201913.37%2.29%-2.23%9.53%
2018-4.01%7.33%1.57%-23.10%
20171.44%0.76%2.65%3.04%
2016-1.25%3.31%7.83%15.37%
20152.03%1.68%-8.88%1.95%
20142.78%1.11%-6.57%6.78%
201312.26%4.15%9.01%8.52%
201212.71%-3.31%3.52%3.90%
20117.27%-1.96%-21.55%15.47%
20108.78%-9.96%10.20%16.89%
2009-19.08%25.67%23.60%3.69%
2008-10.31%-4.06%-1.11%-28.74%
20073.30%4.13%-9.99%-9.99%
200612.36%-4.33%0.44%8.90%
2005-2.26%3.16%5.51%0.66%
20048.67%2.12%-0.37%13.98%
2003-5.34%24.65%6.72%19.94%
20029.41%-5.60%-22.08%1.35%
200115.19%-14.04%18.90%N/A

Rank In Category (By Total Return)

YTD72
1-Month31
3-Month27
1-Year10
3-Year39
5-Year27

Load Adjusted Returns

1-Year31.73%
3-Year3.94%
5-Year12.43%
10-Year8.00%