Nasdaq - Delayed Quote USD
Putnam Small Cap Value R (PSCRX)
12.69
+0.10
+(0.79%)
At close: 8:02:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSCRX | Category Average | PSCRX | Category Average | PSCRX | Category Average | |
| Alpha | -6.69 | -0.12 | 1.32 | -0.08 | -6.21 | -0.07 |
| BETA | 1.14 | 0.01 | 1.1 | 0.01 | 1.21 | 0.01 |
| Mean Annual Return | 0.36 | 0.01 | 1.78 | 0.01 | 0.76 | 0.01 |
| R-squared | 64.24 | 0.78 | 60.94 | 0.72 | 65.99 | 0.73 |
| Standard Deviation | 24.48 | 0.28 | 23.66 | 0.23 | 22.9 | 0.2 |
| Sharpe Ratio | -0.01 | 0 | 0.78 | 0.01 | 0.31 | 0.01 |
| Treynor Ratio | -2.82 | 0.06 | 16.1 | 0.09 | 3.86 | 0.08 |
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