FTGF Putnam US Research Fund - B (G) USD ACC/ IE00B19ZB433 /
| NAV2025-07-08 | Chg.-0.6200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 417.0300USD | -0.15% | reinvestment | Equity Mixed Sectors | Franklin Templeton ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | 1.23 | -0.25 | -5.44 | 4.46 | 5.37 | -3.53 | 0.08 | - |
| 2008 | -5.41 | -0.96 | 1.27 | - | 4.77 | -2.38 | -7.90 | 3.57 | -4.58 | -19.57 | - | -3.28 | -31.30% |
| 2009 | -4.60 | -9.62 | 7.54 | 4.36 | 5.82 | 3.30 | 2.27 | 3.39 | 3.70 | 1.92 | 1.12 | 1.74 | +21.60% |
| 2010 | -2.17 | 1.09 | 4.08 | 2.29 | -9.97 | - | 4.04 | -4.37 | 7.27 | 3.57 | 0.84 | 3.84 | +9.72% |
| 2011 | 1.79 | 3.02 | -2.84 | 1.14 | 1.04 | -3.60 | - | -7.24 | - | 7.29 | -6.51 | 8.62 | +1.43% |
| 2012 | 1.62 | 5.46 | 2.09 | -0.41 | -1.73 | -1.05 | 1.30 | 4.06 | 3.81 | - | -2.53 | 0.71 | +13.80% |
| 2013 | 4.26 | 0.67 | 2.62 | 2.24 | 4.20 | -3.17 | 4.49 | -1.87 | 2.13 | 1.28 | 4.80 | 1.06 | +24.82% |
| 2014 | -0.42 | 0.87 | 1.61 | -2.40 | 2.18 | 3.09 | -0.81 | 3.76 | -1.54 | 1.92 | 2.54 | -0.32 | +10.78% |
| 2015 | -3.62 | 5.83 | -1.63 | 0.72 | 0.79 | -1.77 | 2.31 | -6.41 | -2.39 | 8.25 | 0.19 | -1.53 | -0.15% |
| 2016 | -3.50 | -0.88 | 5.98 | 0.16 | 1.37 | 0.49 | 2.37 | -0.46 | -0.68 | -2.50 | 3.45 | 2.02 | +7.72% |
| 2017 | 1.24 | 3.64 | 0.11 | 1.21 | 0.78 | 0.34 | 1.74 | 0.37 | 1.21 | 2.11 | 3.08 | 0.76 | +17.84% |
| 2018 | 5.36 | -4.71 | -2.81 | 0.40 | 1.68 | 0.40 | 4.56 | 2.83 | 0.43 | -4.84 | 2.56 | -8.53 | -3.60% |
| 2019 | 5.61 | 2.99 | 2.11 | 4.43 | -4.85 | 6.04 | 1.40 | -1.20 | 1.33 | 1.45 | 3.07 | 2.60 | +27.42% |
| 2020 | -0.85 | -8.47 | -11.29 | 10.87 | 3.94 | 1.38 | 5.67 | 7.38 | -3.55 | -2.60 | 9.29 | 2.61 | +12.43% |
| 2021 | -1.93 | 1.52 | 5.14 | 5.31 | 0.76 | 1.20 | 2.34 | 2.07 | -5.14 | 6.83 | -1.91 | 4.13 | +21.55% |
| 2022 | -4.95 | -3.95 | 3.02 | -7.59 | 0.60 | -6.81 | 7.40 | -3.60 | -8.57 | 7.73 | 5.79 | -4.69 | -16.22% |
| 2023 | 3.09 | -3.23 | 3.73 | 2.71 | -0.61 | 5.99 | 2.12 | -0.70 | -4.92 | -0.45 | 7.33 | 2.89 | +18.68% |
| 2024 | 2.89 | 4.84 | 2.68 | -4.68 | 4.71 | 3.01 | 0.56 | 3.01 | 0.74 | -1.10 | 5.87 | -2.81 | +20.91% |
| 2025 | 2.70 | -0.97 | -5.63 | -0.56 | 6.59 | 5.41 | 0.18 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.88% | 21.27% | 17.52% | 15.08% | 15.34% |
| Sharpe ratio | 0.62 | 0.58 | 0.58 | 0.90 | 0.71 |
| Best month | +6.59% | +6.59% | +6.59% | +7.73% | +9.29% |
| Worst month | -5.63% | -5.63% | -5.63% | -8.57% | -8.57% |
| Maximum loss | -16.50% | -16.50% | -16.55% | -16.55% | -23.36% |
| Outperformance | +8.31% | - | +8.15% | +15.00% | +12.54% |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| FTGF Putnam US Research Fund - P... | reinvestment | 614.2000 | +4.88% | +38.94% | |
| FTGF Putnam US Research Fund - P... | reinvestment | 573.2800 | +13.35% | +59.67% | |
| FTGF Putnam US Research Fund - P... | paying dividend | 662.0100 | +13.36% | +59.67% | |
| FTGF Putnam US Research Fund - F... | reinvestment | 412.0400 | +12.93% | +57.88% | |
| FTGF Putnam US Research Fund - F... | paying dividend | 546.5700 | +12.93% | +57.88% | |
| FTGF Putnam US Research Fund - L... | reinvestment | 320.3100 | +14.06% | +62.68% | |
| FTGF Putnam US Research Fund - A... | reinvestment | 432.2900 | +12.32% | +55.20% | |
| FTGF Putnam US Research Fund - A... | paying dividend | 431.9800 | +12.32% | +55.20% | |
| FTGF Putnam US Research Fund - G... | reinvestment | 457.2000 | +12.46% | +55.91% | |
| FTGF Putnam US Research Fund - G... | paying dividend | 559.1100 | +3.84% | +35.35% | |
| FTGF Putnam US Research Fund - G... | reinvestment | 560.7800 | +3.83% | +35.38% | |
| FTGF Putnam US Research Fund - G... | reinvestment | 504.2400 | +3.07% | +32.36% | |
| FTGF Putnam US Research Fund - G... | reinvestment | 411.4300 | +11.62% | +52.45% | |
| FTGF Putnam US Research Fund - C... | paying dividend | 394.8800 | +11.84% | +53.01% | |
| FTGF Putnam US Research Fund - E... | reinvestment | 444.6200 | +11.56% | +51.83% | |
| FTGF Putnam US Research Fund - E... | paying dividend | 444.7700 | +11.56% | +51.82% | |
| FTGF Putnam US Research Fund - A... | reinvestment | 385.6700 | +11.83% | +53.01% | |
| FTGF Putnam US Research Fund - X... | reinvestment | 421.4800 | +4.56% | +37.50% | |
| FTGF Putnam US Research Fund - X... | paying dividend | 354.3900 | +13.23% | +58.40% | |
| FTGF Putnam US Research Fund - A... | reinvestment | 457.7700 | +12.65% | +56.71% | |
| FTGF Putnam US Research Fund - B... | reinvestment | 417.0300 | +12.10% | +54.32% | |
| FTGF Putnam US Research Fund - L... | reinvestment | 418.0000 | +12.09% | +54.38% | |
| FTGF Putnam US Research Fund - X... | reinvestment | 113.5000 | - | - | |
| FTGF Putnam US Research Fund - X... | reinvestment | 111.9000 | - | - | |
| FTGF Putnam US Research Fund - A... | reinvestment | 540.2500 | +3.73% | +34.74% | |
| FTGF Putnam US Research Fund - A... | reinvestment | 112.9700 | - | - |
Performance
| YTD | +7.43% | ||
|---|---|---|---|
| 6 Months | +6.85% | ||
| 1 Year | +12.10% | ||
| 3 Years | +54.32% | ||
| 5 Years | +82.72% | ||
| 10 Years | +176.42% | ||
| Since start | +307.93% | ||
| Year | |||
| 2024 | +20.91% | ||
| 2023 | +18.68% | ||
| 2022 | -16.22% | ||
| 2021 | +21.55% | ||
| 2020 | +12.43% | ||
| 2019 | +27.42% | ||
| 2018 | -3.60% | ||
| 2017 | +17.84% | ||
| 2016 | +7.72% | ||
