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PNRAX: PUTNAM RESEARCH FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 12/19/1995 |
| Last Dividend Date: | 12/05/2024 |
| 12-Mo. Yield | 0.48% |
| Expenses | 1.27% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/14/1998 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 1.3 | 1.6 | 14.8 | 10.3 | 10.0 | 12.0 | 8.7 | 7.1 | 18.1 | 28.8 | -23.5 | 15.1 | 18.3 | 32.8 | -4.8 | 23.2 | 10.2 | -1.7 | 14.6 | 32.9 | 17.5 | -1.4 | 16.5 | 34.3 | -38.3 | 0.4 | 11.4 | 5.0 | 7.6 | 25.2 | -21.8 | -18.9 | -1.7 | 27.6 | 29.5 | 12.7 | 15.7 | 1.8 |
| Sharpe Ratio | NA | -0.01 | -0.08 | 0.61 | 0.44 | 0.46 | NA | NA | 0.32 | 0.79 | 1.89 | -0.97 | 1.0 | 0.53 | 2.51 | -0.37 | 3.18 | 0.74 | -0.11 | 1.23 | 2.91 | 1.32 | -0.06 | 0.89 | 1.25 | -0.95 | -0.16 | 0.74 | 0.26 | 0.59 | 1.41 | -0.85 | -0.88 | -0.24 | 1.29 | 1.25 | 0.37 | 0.93 | 13.52 |
| Draw Down(%) | NA | 20.3 | 24.7 | 24.7 | 31.0 | 33.4 | NA | NA | 57.3 | 10.0 | 8.6 | 25.1 | 12.3 | 33.4 | 6.9 | 19.2 | 2.0 | 11.9 | 13.5 | 8.4 | 5.8 | 10.5 | 21.4 | 16.3 | 25.1 | 48.8 | 13.2 | 9.0 | 7.6 | 10.6 | 15.4 | 34.0 | 35.9 | 16.0 | 10.4 | 20.5 | 21.1 | 8.4 | 0.5 |
| Standard Deviation(%) | NA | 25.3 | 21.2 | 18.7 | 18.7 | 18.9 | NA | NA | 20.1 | 14.6 | 13.1 | 25.8 | 15.2 | 33.8 | 12.5 | 16.6 | 7.1 | 13.6 | 15.5 | 11.9 | 11.3 | 13.3 | 24.5 | 18.3 | 27.3 | 41.1 | 16.7 | 11.1 | 11.0 | 11.3 | 17.4 | 27.1 | 24.4 | 24.1 | 18.9 | 20.8 | 24.9 | 13.1 | 6.6 |
| Treynor Ratio | NA | 0.0 | -0.02 | 0.11 | 0.08 | 0.09 | NA | NA | 0.07 | 0.11 | 0.25 | -0.25 | 0.16 | 0.19 | 0.32 | -0.06 | 0.22 | 0.1 | -0.02 | 0.14 | 0.33 | 0.17 | -0.01 | 0.16 | 0.34 | -0.39 | -0.03 | 0.08 | 0.03 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.03 | -0.02 | -0.02 | -0.01 | NA | NA | 0.01 | -0.02 | 0.01 | -0.02 | -0.03 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.0 | 1.0 | 1.0 | 0.99 | 0.98 | NA | NA | 1.0 | 1.01 | 0.98 | 0.99 | 0.96 | 0.97 | 0.99 | 0.96 | 1.01 | 1.02 | 0.99 | 1.03 | 1.01 | 1.03 | 1.03 | 1.01 | 1.0 | 1.0 | 1.04 | 1.07 | 1.06 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.89 | 0.89 | 0.89 | 0.94 | NA | NA | 0.66 | 0.79 | 0.98 | 0.91 | 0.72 | 0.99 | 0.99 | 0.98 | 0.9 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.97 | 0.96 | 0.97 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.5 | 0.7 | 0.6 | 3.2 | 4.8 | 3.5 | N/A | 0.6 | 0.4 | 0.9 | 0.0 | 0.7 | 8.9 | 12.5 | 1.9 | 1.2 | 1.2 | 1.1 | 0.9 | 1.3 | 0.9 | 0.8 | 1.1 | 0.6 | 0.3 | 0.1 | 0.3 | 0.5 | 0.0 | 0.5 | 0.0 | 8.5 | 6.8 | 0.5 | 0.8 | 1.0 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 101.6 | -71.3 | -86.9 | 657.2 | N/A | N/A | N/A | 101.6 | -68.7 | 39800.0 | -99.6 | -90.4 | -40.7 | 701.0 | 79.3 | -2.4 | 17.9 | 60.5 | -16.9 | 40.0 | 33.7 | -6.5 | 5.9 | 92.5 | 194.4 | -56.1 | -36.9 | N/A | -100.0 | 1525.0 | -99.7 | 49.4 | 1577.0 | -22.8 | -14.1 | 104.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/1998
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See LARGE BLEND Asset Class Trend Rankings |
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