PRFBX Performance & Returns | Putnam Research B

Putnam Research B (PRFBX)

36.23

-0.02 (-0.06%) USD | Aug 05 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

YTD

Putnam Research B

16.70%

31.90%

13.75%

-2.41%

9.38%

22.31%

-5.51%

31.85%

19.10%

23.26%

-12.32%

S&P 500 Total Return

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

28.71%

-12.24%

MFS Research B

16.29%

31.10%

9.35%

0.11%

7.93%

22.38%

-5.17%

32.10%

15.75%

23.78%

-12.39%

MFS Low Volatility Equity B

11.76%

3.66%

8.97%

15.58%

-2.16%

25.93%

10.44%

24.22%

-9.52%

MainStay WMC Enduring Capital B

15.00%

34.62%

12.92%

-0.37%

6.52%

22.58%

-7.47%

23.56%

14.27%

33.74%

-10.38%

Goldman Sachs Defensive Equity Inv

14.12%

-10.74%

As of August 05, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

Putnam Research B

8.12%

0.69%

-7.55%

-7.76%

13.66%

11.58%

12.68%

8.36%

9.04%

8.43%

S&P 500 Total Return

8.30%

0.40%

-7.17%

-5.01%

15.27%

12.85%

13.74%

9.55%

10.51%

10.10%

MFS Research B

7.72%

1.66%

-6.97%

-7.87%

12.05%

11.10%

12.03%

8.56%

9.62%

9.42%

MFS Low Volatility Equity B

4.67%

0.25%

-3.86%

-4.95%

10.44%

10.09%

9.99%

MainStay WMC Enduring Capital B

8.17%

3.16%

-2.91%

-0.83%

15.48%

11.66%

12.44%

7.42%

8.17%

6.15%

Goldman Sachs Defensive Equity Inv

3.02%

0.84%

-6.18%

-8.39%

2.14%

As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of June 30, 2022