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Putnam Small Cap Value A Shares: (MF: PSLAX)

(NASDAQ Mutual Funds) As of Mar 28, 2023 08:00 PM ET

$12.26 USD

+0.02 (0.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2023

Total Return %* Percentile Rank Objective
YTD 9.43 17
3 months 2.28 37
6 months 5.88 51
1 Year -3.49 34
3 Year 17.17 9
5 Year 7.15 47
10 Year 9.05 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 130.89
Bear Market (10/07 - 2/09) -59.34
Bull Market (2/09 - 9/19) 558.21

Load Adjusted Returns as of Feb 28, 2023

1 Year -18.07
5 Year 3.31
10 Year 8.23
Since Inception 8.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2022 0.44 -16.06 -4.93 8.08
2021 23.68 8.93 -1.43 5.04
2020 -40.59 27.27 2.14 34.10
2019 13.68 2.23 -2.27 9.46
2018 -4.06 7.15 1.50 -23.34

Annual Return

20232022202120202019201820172016201520142013
% Total Return 9.43-13.3639.503.5624.33-20.007.8826.58-3.853.4438.02
% Total Return Rel to Index 5.754.8310.81-14.83-7.16-15.61-13.9114.65-5.23-10.205.64
% Total Return Rel to Peer 1.656.1520.18-15.42-1.10-9.23-7.7110.630.870.761.62
% Perf Quintile vs Peer* 4.002.001.004.003.005.005.001.003.003.003.00
% Dividends 0.000.040.030.100.140.210.080.110.150.110.13
% Yield 0.280.310.190.851.251.910.410.620.990.690.80
Capital Gains ($) 0.001.020.000.000.001.745.080.000.600.500.03
Expense Ratio 0.000.591.261.231.221.211.181.151.181.211.28

* 1 = Top 20%, 5 = Bottom 20%