Putnam Small Cap Growth Class C: (MF: PNSCX)
(NASDAQ Mutual Funds) As of Sep 27, 2023 08:00 PM ET
$43.38 USD
+0.45 (1.05%)
Latest Performance as of Aug 31, 2023
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 17.03 | 4 |
3 months | 10.57 | 32 |
6 months | 8.53 | 3 |
1 Year | 11.78 | 13 |
3 Year | 4.87 | 72 |
5 Year | 8.04 | 6 |
10 Year | 10.60 | 6 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 129.03 |
Bear Market (10/07 - 2/09) | -63.89 |
Bull Market (2/09 - 3/21) | 756.27 |
Load Adjusted Returns as of Aug 31, 2023
1 Year | 17.98 |
5 Year | 9.74 |
10 Year | 11.09 |
Since Inception | 9.40 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2023 | 6.77 | 7.97 | NA | NA |
2022 | -15.90 | -17.92 | -0.13 | 3.50 |
2021 | 2.89 | 3.14 | 3.72 | 2.89 |
2020 | -18.19 | 32.15 | 10.67 | 22.40 |
2019 | 19.52 | 9.22 | -3.00 | 7.84 |
2018 | 4.56 | 8.33 | 7.88 | -20.81 |
Annual Return
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 17.03 | -28.65 | 13.27 | 46.46 | 36.57 | -3.22 | 19.29 | 7.68 | -3.53 | 1.20 | 46.49 |
% Total Return Rel to Index | -1.67 | -10.44 | -15.40 | 28.06 | 5.08 | 1.16 | -2.50 | -4.25 | -4.92 | -12.43 | 14.11 |
% Total Return Rel to Peer | 7.51 | -9.13 | -6.03 | 27.46 | 11.13 | 7.55 | 3.69 | -8.26 | 1.18 | -1.46 | 10.09 |
% Perf Quintile vs Peer* | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 2.00 | 5.00 | 3.00 | 4.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 10.33 | 3.34 | 0.94 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 2.00 | 1.99 | 1.96 | 1.99 | 1.96 | 2.00 | 1.96 | 1.97 | 1.96 | 1.99 | 2.00 |
* 1 = Top 20%, 5 = Bottom 20%