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Putnam Large Cap Value R5 (PEQLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.98+0.12 (+0.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.00%
5-Year Average Return14.29%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 17, 2024)32.18%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return32.18%
Worst 3-Yr Total Return7.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEQLXCategory
YTD13.94%4.44%
1-Month3.79%-4.04%
3-Month7.69%4.09%
1-Year31.58%14.37%
3-Year11.03%6.04%
5-Year15.54%9.20%
10-Year11.24%8.57%
Last Bull Market26.28%22.97%
Last Bear Market-10.40%-11.27%

Annual Total Return (%) History

Year
PEQLXCategory
2024
N/AN/A
2023
15.62%11.63%
2022
-2.84%-5.90%
2021
27.17%26.22%
2020
6.08%2.91%
2019
30.26%25.04%
2018
-8.05%-8.53%
2017
18.97%15.94%
2016
13.88%14.81%
2015
-2.87%-4.05%
2014
12.77%10.21%
2013
32.18%31.21%
2012
N/A14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.60%N/AN/AN/A
20231.79%5.31%-1.44%9.45%
20220.47%-10.40%-3.71%12.08%
202111.26%6.52%-0.00%7.31%
2020-25.14%17.54%4.32%15.57%
201911.85%4.22%2.64%8.88%
2018-1.96%2.33%6.53%-13.96%
20174.75%1.58%5.16%6.33%
20160.37%3.23%4.11%5.57%
20151.38%0.12%-8.08%4.11%
20142.79%5.29%-0.51%4.73%
201311.87%3.27%4.51%9.48%
20123.82%N/AN/AN/A

Rank In Category (By Total Return)

YTD2
1-Month19
3-Month3
1-Year5
3-Year3
5-Year4

Load Adjusted Returns

1-Year31.58%
3-Year11.03%
5-Year15.54%
10-Year11.24%