Putnam Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | -2.54 | -4.61 | 0.49 | 6.49 | 0.99 | 5.03 | 1.16 | 1.08 | -2.66 | 3.24 | 1.29 | 0 |
| 1981 | -2.76 | 2.54 | 4.08 | -0.85 | 0.64 | -0.07 | -1.72 | -3.21 | -3.92 | -0.24 | 2.62 | -2.25 | -5.3 |
| 1982 | -1.76 | -3.34 | -2.19 | 1.91 | -3.07 | 0.7 | -3.54 | 9.9 | -0.58 | 3.73 | 3.27 | 0.08 | 4.4 |
| 1983 | 1.07 | 3.06 | 2.36 | -0.71 | 0 | 2.56 | -7.26 | 0.56 | 0.95 | -6.19 | 3.04 | 0.9 | -0.3 |
| 1984 | -4.16 | -3.68 | 3.64 | -3.73 | -4.61 | 1.52 | -4.75 | 9.34 | -0.09 | -1.49 | -0.28 | 2.25 | -6.8 |
| 1985 | 2.3 | 0.54 | -0.36 | -3.67 | 3.88 | 1.37 | -2.02 | -0.74 | -3.36 | -0.62 | 5.49 | 2.97 | 5.5 |
| 1986 | -2.64 | 4.01 | 1.97 | -3.27 | 3.39 | -0.35 | -9.63 | 7.59 | -4.03 | 1.62 | 1.79 | -2.31 | -3 |
| 1987 | 4.46 | 2.91 | 1.5 | -3.23 | 1.71 | 3.01 | 0.26 | 2.24 | -1.43 | -26.93 | -7.08 | 2.52 | -22.2 |
| 1988 | 5.4 | 7.5 | -5.25 | 1.41 | -0.12 | 2.31 | -0.46 | -1.84 | -0.02 | 1.3 | -1.05 | -1.08 | 7.8 |
| 1989 | 6.85 | -0.68 | -0.93 | 2.77 | 2.14 | -2.46 | 5.14 | 1.63 | -4.18 | -4.71 | 1.53 | -2.78 | 3.7 |
| 1990 | -5.42 | 2.68 | -1.53 | -3.56 | 6.19 | -4.49 | -3.4 | -6.1 | -7.56 | -1.73 | 5.77 | 1.04 | -17.6 |
| 1991 | 5.6 | 7.31 | 0.53 | 0.54 | 4.13 | -4.62 | 4.07 | 1.69 | -1.79 | 2.64 | -6.18 | 8.62 | 23.7 |
| 1992 | 0.9 | 1.14 | -2.41 | 0.65 | 0.26 | -2.96 | 3.64 | -1.17 | 1.18 | -0.4 | 2.12 | 1.95 | 4.8 |
| 1993 | 1.03 | 2.17 | 4 | -0.24 | 1.09 | 1.21 | 0.72 | 3.8 | -0.11 | 1.5 | -1.14 | 1.51 | 16.6 |
| 1994 | 3.44 | -2.88 | -3.92 | 1.8 | 1.65 | -1.41 | 2.85 | 3.92 | -1.67 | 0.11 | -3.41 | 1.18 | 1.3 |
| 1995 | 2.59 | 3.44 | 2.67 | 2.72 | 3.92 | 1.12 | 2.54 | 1.68 | 3.7 | -1.14 | 4.69 | 2.3 | 34.6 |
| 1996 | 2.43 | 0.79 | 2.35 | 1.37 | 1.61 | 0.42 | -2.92 | 2.58 | 3.78 | 1.79 | 6.24 | -0.67 | 21.3 |
| 1997 | 3.89 | 2.42 | -2.95 | 2.89 | 5.05 | 3.43 | 5.73 | -4.04 | 5.45 | -3.5 | 4.02 | 1.96 | 26.4 |
| 1998 | -0.19 | 5.37 | 5.03 | 0.06 | -1.64 | 0.66 | -2.32 | -11.99 | 5.18 | 6.74 | 4.83 | 1.79 | 12.7 |
| 1999 | 1.03 | -1.4 | 2.57 | 8.38 | -1.63 | 2.13 | -3.31 | -3.25 | -3.99 | 4.48 | -1.99 | -1.3 | 1 |
| 2000 | -3.3 | -7.86 | 10.16 | 0.96 | 2.26 | -4.55 | 1.27 | 5.47 | 1.85 | 3.32 | -0.54 | 4.63 | 13.1 |
| 2001 | -0.26 | -0.65 | -2.47 | 3.51 | 2.35 | -1.12 | -0.13 | -2.59 | -5.56 | -0.92 | 4.43 | 2.28 | -1.6 |
| 2002 | -0.27 | 0.27 | 3.82 | -2.56 | 0.94 | -5.47 | -8.51 | 0.93 | -10.36 | 6.54 | 6.3 | -3.71 | -12.9 |
| 2003 | -2.77 | -2.61 | -0.66 | 8.29 | 6.88 | 1.03 | 1.16 | 1.22 | -1.06 | 5.4 | 1.3 | 6.43 | 26.6 |
| 2004 | 0.83 | 1.95 | -0.73 | -2.25 | 0.51 | 2.43 | -2.68 | 0.96 | 1.35 | 1.19 | 4.34 | 3.89 | 12.2 |
| 2005 | -1.61 | 3.03 | -1.57 | -2.77 | 2.43 | 1.34 | 3.1 | -0.67 | 0.97 | -2.56 | 3.43 | 0.74 | 5.7 |
| 2006 | 2.8 | 0.58 | 0.76 | 2.36 | -2.47 | 0.23 | 1.38 | 1.65 | 2.4 | 3.78 | 2.4 | 2.05 | 19.3 |
| 2007 | 1.19 | -1.51 | 1.28 | 4.29 | 4.82 | -2.09 | -4.13 | 1.16 | 2.76 | 0.8 | -5.11 | 0.17 | 3.2 |
| 2008 | -4.19 | -3.22 | -1.89 | 4.7 | 2.08 | -8.65 | 0.63 | 1.81 | -6.54 | -16.4 | -7.47 | 4.46 | -31.3 |
| 2009 | -7.16 | -9.49 | 7.2 | 7.58 | 7.62 | 1.99 | 7.4 | 5.11 | 3.23 | -3.6 | 4.82 | 1.55 | 27.2 |
| 2010 | -3.09 | 2.35 | 5.32 | 1.13 | -7.97 | -6.49 | 8.56 | -4.51 | 9.03 | 3.33 | -1.26 | 7.32 | 12.5 |
| 2011 | 3.06 | 4.06 | 0.92 | 2.71 | -1.14 | -1.46 | -4.64 | -10.44 | -3.44 | 12.58 | 0 | 1.2 | 1.8 |
| 2012 | 5.06 | 4.57 | 1.98 | -1.61 | -8.19 | 4.89 | 1.27 | 3.44 | 3.26 | 0.41 | 1 | 2.21 | 19 |
| 2013 | 6.59 | 0.72 | 4.06 | 1.48 | 2.71 | -1.01 | 5.05 | -2.84 | 2.32 | 3.76 | 3.05 | 2.3 | 31.7 |
| 2014 | -2.93 | 3.88 | 1.89 | 0.29 | 2.57 | 2.27 | -2.14 | 3.63 | -1.98 | 2.48 | 2.11 | 0.03 | 12.5 |
| 2015 | -3.42 | 5.81 | -0.92 | 0.52 | 1.31 | -1.71 | 0.9 | -5.62 | -3.57 | 6.91 | -0.14 | -2.58 | -3.2 |
| 2016 | -5.71 | 0.11 | 6.26 | 1.82 | 0.87 | 0.46 | 3.34 | 0.78 | -0.11 | -1.56 | 4.61 | 2.44 | 13.6 |
| 2017 | 1.87 | 3.36 | -0.6 | -0.27 | 1.09 | 0.73 | 1.65 | 0.22 | 3.16 | 1.7 | 2.51 | 1.93 | 18.7 |
| 2018 | 4.9 | -4.51 | -2.19 | 0.88 | 1.16 | 0.21 | 4.42 | 1.65 | 0.3 | -6.32 | 0.78 | -8.76 | -8.1 |
| 2019 | 7.99 | 3.06 | 0.13 | 4.45 | -6.5 | 6.3 | 1.27 | -2.14 | 3.09 | 2.08 | 3.29 | 0.34 | 25.1 |
| 2020 | -2.34 | -8.9 | -16.31 | 12.13 | 4.16 | 0.13 | 3.13 | 4.34 | -8.62 | -1.88 | 13.72 | 3.26 | -0.5 |
| 2021 | 0.18 | -0.97 | 12.33 | 3.57 | 3.21 | -0.39 | 0.77 | 2.47 | -3.47 | 5.77 | -3.52 | -1.14 | 18.2 |
| 2022 | -1.61 | -0.59 | 2.36 | -4.68 | 1.85 | -7.99 | 6.14 | -1.73 | -8.02 | 10.55 | 6.16 | -10.04 | -9.4 |
| 2023 | 4.86 | -2.16 | -1.11 | 1.43 | -3.07 | 6.72 | 3.43 | -2.51 | -2.64 | -2.41 | 6.78 | 0.46 | 9.4 |
| 2024 | 1.33 | 4.35 | 6.13 | -2.92 | 11.7 |