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Putnam Equity Income Fund;A

Ranked 25 out of 193 in - US Income over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks current income. Capital growth is a secondary objective when consistent with seeking current income.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Income over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0%
2017 18.7% 4.7% 1.5% 5.1% 6.3%
2016 13.6% 0.3% 3.2% 4.0% 5.5%
2015 -3.2% 1.2% 0.1% -8.2% 4.0%
2014 12.4% 2.7% 5.2% -0.6% 4.7%
2013 31.6% 11.7% 3.2% 4.4% 9.4%
2012 19.0% 12.0% -5.3% 8.2% 3.7%
2011 1.8% 8.2% 0.1% -17.5% 14.0%
2010 12.4% 4.5% -13.1% 13.0% 9.5%
2009 27.2% -9.9% 18.1% 16.5% 2.6%
2008 -31.3% -9.0% -2.4% -4.3% -19.2%
2007 3.4% 0.9% 7.0% -0.3% -3.9%
2006 19.3% 4.2% 0.1% 5.5% 8.4%
2005 5.7% -0.2% 0.9% 3.4% 1.5%
2004 12.2% 2.1% 0.6% -0.4% 9.7%
2003 26.6% -5.9% 16.9% 1.3% 13.6%
2002 -12.9% 3.8% -7.0% -17.2% 9.1%
2001 -1.6% -3.4% 4.8% -8.1% 5.8%
2000 13.2% -1.9% -1.5% 8.8% 7.5%
1999 1.1% 2.2% 8.9% -10.2% 1.2%
1998 12.7% 10.5% -0.9% -9.6% 13.9%
1997 26.5% 3.3% 11.8% 7.0% 2.4%
1996 21.3% 5.7% 3.4% 3.3% 7.4%
1995 34.6% 9.0% 8.0% 8.1% 5.9%
1994 1.3% -3.5% 2.0% 5.1% -2.2%
1993 16.5% 7.3% 2.1% 4.4% 1.9%
1992 4.8% -0.4% -2.1% 3.6% 3.7%
1991 24.7% 14.5% 0.1% 3.9% 4.6%
1990 -7.3% -1.7% 0.8% -13.2% 7.9%
1989 15.5% 7.9% 5.0% 5.4% -3.2%
1988 22.5% 11.2% 6.9% 0.8% 2.3%
1987 -7.5% 13.3% 5.0% 4.3% -25.4%
1986 8.7% 6.9% 0.0% -3.2% 5.0%
1985 20.6% 6.1% 4.8% -2.9% 11.8%
1984 6.2% -0.8% -3.7% 7.4% 3.6%
1983 14.0% 9.7% 5.0% -2.2% 1.2%
1982 19.0% -4.9% 1.9% 8.1% 13.6%
1981 3.2% 3.7% 1.5% -6.9% 5.3%
1980 21.1% -4.5% 10.3% 9.4% 5.1%
1979 14.9% 5.9% 2.3% 5.6% 0.5%
1978 6.4% -1.3% 4.8% 4.6% -1.6%
1977 -0.7% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date15/06/1977
  • Share Class size8,240Mn
  • Base currencyUSD
  • ISIN US7467451081

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.47%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).