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Putnam Small Cap Growth Class A: (MF: PNSAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$70.21 USD
+2.00 (2.93%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.44 | 77 |
| 3 months | -10.44 | 77 |
| 6 months | -12.84 | 91 |
| 1 Year | -5.05 | 60 |
| 3 Year | 4.92 | 9 |
| 5 Year | 14.86 | 43 |
| 10 Year | 10.11 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 141.02 |
| Bear Market (10/07 - 2/09) | -57.62 |
| Bull Market (2/09 - 3/21) | 958.67 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -10.21 |
| 5 Year | 13.57 |
| 10 Year | 9.50 |
| Since Inception | 10.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.44 | NA | NA | NA |
| 2024 | 15.98 | -0.82 | 9.85 | -2.68 |
| 2023 | 6.94 | 8.20 | -4.45 | 11.13 |
| 2022 | -15.74 | -17.76 | 0.04 | 3.73 |
| 2021 | 3.08 | 3.33 | 3.92 | 3.08 |
| 2020 | -18.02 | 32.36 | 10.88 | 22.64 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.44 | 22.97 | 22.86 | -28.09 | 14.12 | 47.56 | 37.57 | -2.46 | 20.19 | 8.50 | -2.82 |
| % Total Return Rel to Index | -6.17 | -2.04 | -3.37 | -9.89 | -14.56 | 29.16 | 6.08 | 1.92 | -1.60 | -3.43 | -4.21 |
| % Total Return Rel to Peer | -1.94 | 11.05 | 6.78 | -8.58 | -5.19 | 28.56 | 12.14 | 8.30 | 4.59 | -7.44 | 1.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 10.33 | 3.34 | 0.94 | 0.68 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.59 | 1.25 | 1.24 | 1.21 | 1.24 | 1.21 | 1.25 | 1.21 | 1.22 | 1.21 |
* 1 = Top 20%, 5 = Bottom 20%