Nasdaq - Delayed Quote USD
Putnam Small Cap Value R (PSCRX)
12.69
+0.10
+(0.79%)
At close: 8:02:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -12.64% |
| 5y Average Return | 16.82% |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 9, 2025) | 39.17% |
| Worst 1Y Total Return (Apr 9, 2025) | -- |
| Best 3Y Total Return | 39.17% |
| Worst 3Y Total Return | 0.74% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PSCRX
Category
- YTD
- -7.28%
- 26.79%
- 1-Month
- -6.91%
- -1.77%
- 3-Month
- -7.28%
- 4.45%
- 1-Year
- -3.57%
- 71.02%
- 3-Year
- 1.40%
- 9.35%
- 5-Year
- 20.42%
- 12.17%
- 10-Year
- 6.65%
- 9.95%
- Last Bull Market
- 19.50%
- 28.07%
- Last Bear Market
- -16.09%
- -24.24%
Annual Total Return (%) History
Year
PSCRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -7.28% | -- | -- | -- |
| 2024 | 1.86% | -1.89% | 6.79% | -0.73% |
| 2023 | -1.22% | 7.63% | -0.38% | 16.40% |
| 2022 | 0.39% | -16.09% | -5.00% | 8.00% |
| 2021 | 23.56% | 8.91% | -1.48% | 4.97% |
| 2020 | -40.56% | 27.10% | 2.08% | 33.98% |
| 2019 | 13.35% | 2.20% | -2.34% | 9.34% |
| 2018 | -4.08% | 7.18% | 1.40% | -23.27% |
| 2017 | 1.22% | 0.69% | 2.51% | 2.91% |
| 2016 | -1.39% | 3.26% | 7.68% | 15.22% |
| 2015 | 1.87% | 1.57% | -9.01% | 1.83% |
| 2014 | 2.71% | 0.97% | -6.69% | 6.65% |
| 2013 | 12.17% | 4.02% | 8.89% | 8.35% |
| 2012 | 12.51% | -3.36% | 3.38% | 3.74% |
| 2011 | 7.07% | -2.05% | -21.65% | 15.27% |
| 2010 | 8.62% | -10.01% | 9.97% | 16.74% |
| 2009 | -19.14% | 25.44% | 23.43% | 3.62% |
| 2008 | -10.43% | -4.28% | -1.14% | -28.84% |
| 2007 | 3.98% | -10.10% | -10.05% | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 91 |
| 3-Month | 51 |
| 1-Year | 54 |
| 3-Year | 68 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | -3.57% |
| 3-Year | 1.40% |
| 5-Year | 20.42% |
| 10-Year | 6.65% |
Performance & Risk
| YTD Return | -12.64% |
| 5y Average Return | 16.82% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 250.81M |
| YTD Return | -7.28% |
| Yield | 0.81% |
| Morningstar Rating | |
| Inception Date | Mar 30, 2007 |
Fund Summary
The fund invests mainly in common stocks of small U.S. companies, with a focus on value stocks. Value stocks are issued by companies that are currently undervalued by the market. The fund invests at least 80% of its net assets in companies of a size similar to those in the Russell 2000 Value Index. The adviser may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
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