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Nasdaq - Delayed Quote USD

Putnam Convertible Securities C (PRCCX)

23.42
-0.12
(-0.51%)
As of 8:06:59 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -5.90%
5y Average Return 8.00%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 16, 2025) 43.88%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 43.88%
Worst 3Y Total Return -3.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRCCX
Category
YTD
-3.41%
4.62%
1-Month
-3.41%
1.90%
3-Month
-3.41%
2.89%
1-Year
5.63%
35.52%
3-Year
0.68%
18.94%
5-Year
10.01%
16.35%
10-Year
6.52%
10.69%
Last Bull Market
17.78%
13.19%
Last Bear Market
-15.38%
-16.08%

Annual Total Return (%) History

Year
PRCCX
Category
2025
--
--
2024
11.79%
--
2023
9.26%
--
2022
-19.18%
--
2021
3.26%
--
2020
43.88%
39.91%
2019
23.37%
21.48%
2018
-4.00%
-2.11%

2017
14.09%
12.18%
2016
8.70%
7.68%
2015
-7.72%
-3.67%
2014
6.65%
6.37%
2013
21.04%
21.66%
2012
14.22%
10.92%
2011
-7.15%
-5.62%
2010
18.65%
16.77%
2009
52.61%
40.58%
2008
-39.92%
-33.38%
2007
5.07%
7.51%
2006
13.71%
10.72%
2005
1.31%
3.59%
2004
10.54%
9.03%
2003
30.79%
26.24%
2002
-6.21%
-7.77%
2001
-8.81%
-6.57%
2000
-9.13%
2.52%
1999
--
29.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.41% -- -- --
2024 2.22% 0.81% 6.47% 1.89%
2023 2.72% 3.54% -4.03% 7.04%
2022 -6.57% -15.38% -0.98% 3.23%
2021 0.82% 3.49% -0.60% -0.44%
2020 -12.09% 25.00% 12.80% 16.08%
2019 11.68% 4.60% -0.71% 6.35%
2018 1.68% 1.83% 3.04% -10.03%
2017 5.02% 2.60% 4.18% 1.64%
2016 -1.55% 2.85% 6.52% 0.77%

2015 2.03% -0.28% -8.89% -0.45%
2014 2.82% 3.79% -1.50% 1.46%
2013 6.56% 1.50% 5.48% 6.09%
2012 9.80% -3.95% 5.55% 2.60%
2011 4.78% -0.42% -14.31% 3.85%
2010 5.73% -5.66% 10.21% 7.92%
2009 5.06% 18.85% 15.82% 5.53%
2008 -5.68% 2.12% -15.54% -26.14%
2007 3.14% 4.91% 0.37% -3.25%
2006 4.89% -0.27% 3.28% 5.25%
2005 -3.98% 0.07% 4.82% 0.58%
2004 3.99% 0.10% -1.41% 7.71%
2003 1.48% 12.45% 3.17% 11.10%
2002 4.12% -8.34% -10.07% 9.27%
2001 -8.18% 3.83% -13.07% 10.02%
2000 3.84% -5.40% 1.44% -8.81%
1999 11.98% -- -- --

Rank in Category (By Total Return)

YTD 81
1-Month 67
3-Month 81
1-Year 60
3-Year 63
5-Year 66

Load Adjusted Returns

1-Year 4.63%
3-Year 0.68%
5-Year 10.01%
10-Year 6.52%

Performance & Risk

YTD Return -5.90%
5y Average Return 8.00%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Convertibles
Fund Family Franklin Templeton Investments
Net Assets 478.38M
YTD Return -3.41%
Yield 1.30%
Morningstar Rating
Inception Date Dec 30, 1998

Fund Summary

The fund invests mainly in convertible securities of U.S. companies. Convertible securities combine the investment characteristics of bonds and common stocks. Under normal circumstances, it invests at least 80% of the fund's net assets in convertible securities. Convertible securities include bonds, preferred stocks and other instruments that can be converted into or exchanged for common stock or equivalent value. A significant portion of the convertible securities are below-investment-grade.

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