Nasdaq - Delayed Quote USD

Putnam Small Cap Growth Y (PSYGX)

76.96
+1.00
+(1.32%)
At close: 8:04:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.83%
5y Average Return 12.58%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (May 15, 2025) 48.02%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 48.02%
Worst 3Y Total Return 0.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSYGX
Category
YTD
-7.73%
12.40%
1-Month
2.97%
3.37%
3-Month
-10.70%
4.88%
1-Year
5.48%
55.69%
3-Year
10.47%
19.34%
5-Year
12.38%
20.72%
10-Year
10.95%
13.98%
Last Bull Market
25.55%
27.85%
Last Bear Market
-17.72%
-24.06%

Annual Total Return (%) History

Year
PSYGX
Category
2025
--
--
2024
23.30%
--
2023
23.18%
--
2022
-27.92%
--
2021
14.42%
--
2020
48.02%
38.62%
2019
37.97%
27.68%
2018
-2.31%
-5.76%

2017
20.51%
21.50%
2016
8.77%
11.20%
2015
-2.58%
-2.41%
2014
2.24%
2.44%
2013
47.97%
40.91%
2012
14.55%
13.15%
2011
-3.63%
-3.55%
2010
28.46%
26.98%
2009
26.61%
35.46%
2008
-43.02%
-41.55%
2007
3.07%
7.59%
2006
5.90%
10.81%
2005
8.77%
6.02%
2004
16.90%
12.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.39% -- -- --
2024 16.07% -0.68% 9.82% -2.62%
2023 7.03% 8.24% -4.38% 11.19%
2022 -15.68% -17.72% 0.12% 3.77%
2021 3.15% 3.41% 4.00% 3.15%
2020 -17.93% 32.41% 11.00% 22.71%
2019 19.83% 9.46% -2.74% 8.14%
2018 4.82% 8.58% 8.13% -20.63%
2017 5.16% 3.00% 4.42% 6.56%
2016 -6.30% 1.22% 9.51% 4.73%

2015 6.34% 2.24% -14.57% 4.89%
2014 0.03% -0.17% -5.92% 8.81%
2013 12.70% 3.16% 14.28% 11.38%
2012 14.78% -7.88% 7.34% 0.93%
2011 10.18% 0.25% -24.91% 16.20%
2010 8.77% -10.62% 12.17% 17.80%
2009 -13.04% 17.83% 18.14% 4.59%
2008 -14.81% 2.65% -10.51% -27.20%
2007 4.13% 6.55% -1.66% -5.54%
2006 11.35% -8.46% -3.34% 7.49%
2005 -3.79% 4.32% 7.32% 0.98%
2004 6.44% 0.35% -5.03% 15.25%

Rank in Category (By Total Return)

YTD 13
1-Month 2
3-Month 10
1-Year 18
3-Year 2
5-Year 13

Load Adjusted Returns

1-Year 5.48%
3-Year 10.47%
5-Year 12.38%
10-Year 10.95%

Performance & Risk

YTD Return -2.83%
5y Average Return 12.58%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 2.67B
YTD Return -7.73%
Yield 0.00%
Morningstar Rating
Inception Date Nov 03, 2003

Fund Summary

The fund invests mainly in common stocks of small U.S. companies, with a focus on growth stocks. Growth stocks are stocks issued by companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. It invests at least 80% of the fund's net assets in companies of a size similar to those in the Russell 2000 Growth Index.

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