Nasdaq - Delayed Quote USD
Putnam Convertible Securities C (PRCCX)
23.42
-0.12
(-0.51%)
As of 8:06:59 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PRCCX | Category Average | PRCCX | Category Average | PRCCX | Category Average | |
| Alpha | -3.1 | 0.05 | 1.01 | 0.04 | 0.25 | 0.01 |
| BETA | 0.9 | 0.01 | 1.07 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.12 | 0.02 | 0.88 | 0.01 | 0.59 | 0.01 |
| R-squared | 79.54 | 0.8 | 74.09 | 0.77 | 76.95 | 0.79 |
| Standard Deviation | 12.66 | 0.16 | 14.34 | 0.13 | 12.61 | 0.11 |
| Sharpe Ratio | -0.24 | 0.01 | 0.54 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -4.38 | 0.14 | 6.76 | 0.12 | 4.14 | 0.08 |
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