Nasdaq - Delayed Quote USD

Putnam Research Y (PURYX)

52.63
-0.84
(-1.57%)
At close: 8:04:51 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.66%
5y Average Return 16.38%
Number of Years Up 17
Number of Years Down 7
Best 1Y Total Return (May 21, 2025) 33.18%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 33.18%
Worst 3Y Total Return 7.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PURYX
Category
YTD
-6.76%
5.31%
1-Month
-1.07%
-4.19%
3-Month
-9.45%
3.90%
1-Year
9.41%
20.31%
3-Year
13.27%
6.48%
5-Year
15.82%
11.78%
10-Year
12.19%
10.96%
Last Bull Market
20.61%
25.56%
Last Bear Market
-14.89%
-15.11%

Annual Total Return (%) History

Year
PURYX
Category
2025
--
--
2024
26.54%
--
2023
29.14%
22.32%
2022
-17.10%
-16.96%
2021
24.53%
26.07%
2020
20.28%
15.83%
2019
33.17%
28.78%
2018
-4.55%
-6.27%

2017
23.53%
20.44%
2016
10.51%
10.37%
2015
-1.45%
-1.07%
2014
14.91%
10.96%
2013
33.18%
31.50%
2012
17.87%
14.96%
2011
-1.23%
-1.27%
2010
16.59%
14.01%
2009
34.60%
28.17%
2008
-38.19%
-37.79%
2007
0.67%
6.16%
2006
11.65%
14.17%
2005
5.17%
5.88%
2004
7.79%
10.02%
2003
25.53%
27.05%
2002
-22.07%
-22.25%
2001
-18.61%
-13.50%
2000
--
-6.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.75% -- -- --
2024 12.39% 4.87% 5.39% 1.86%
2023 7.32% 9.88% -2.42% 12.23%
2022 -5.50% -14.89% -4.74% 8.20%
2021 5.50% 8.28% 0.50% 8.47%
2020 -19.00% 21.51% 9.03% 12.07%
2019 13.32% 5.70% 1.50% 9.53%
2018 -0.36% 3.61% 6.79% -13.42%
2017 6.99% 4.26% 4.90% 5.57%
2016 -0.32% 2.55% 4.55% 3.40%

2015 1.97% 0.04% -8.86% 6.00%
2014 2.72% 6.11% 0.80% 4.59%
2013 9.78% 2.53% 6.58% 11.02%
2012 13.73% -3.96% 6.96% 0.90%
2011 5.45% -0.75% -16.01% 12.36%
2010 5.47% -11.89% 13.08% 10.94%
2009 -7.19% 18.43% 15.65% 5.88%
2008 -13.06% 0.50% -6.91% -24.01%
2007 1.54% 6.01% -0.06% -6.43%
2006 4.18% -2.30% 2.43% 7.10%
2005 -1.51% 2.26% 2.07% 2.30%
2004 1.15% 0.00% -3.49% 10.42%
2003 -5.11% 16.14% 2.45% 11.18%
2002 -0.68% -14.13% -16.81% 9.84%
2001 -16.88% 7.92% -20.11% 13.57%
2000 -2.15% -4.16% -- --

Rank in Category (By Total Return)

YTD 87
1-Month 64
3-Month 85
1-Year 58
3-Year 10
5-Year 17

Load Adjusted Returns

1-Year 9.41%
3-Year 13.27%
5-Year 15.82%
10-Year 12.19%

Performance & Risk

YTD Return -1.66%
5y Average Return 16.38%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 537.57M
YTD Return -6.76%
Yield 0.73%
Morningstar Rating
Inception Date Jun 29, 2015

Fund Summary

The fund invests mainly in common stocks (growth or value stocks or both) of large U.S. companies that the managers believe have favorable investment potential. For example, the manager may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company. The manager may also consider other factors that the managers believe will cause the stock price to rise.

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