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Putnam Large Cap Value Fund (PEQRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.63+0.03 (+0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.92%
5-Year Average Return13.21%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)31.32%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return31.32%
Worst 3-Yr Total Return7.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPEQRXCategory
YTD13.88%4.44%
1-Month0.17%-4.04%
3-Month1.25%4.09%
1-Year22.57%14.37%
3-Year10.69%6.04%
5-Year13.53%9.20%
10-Year10.43%8.57%
Last Bull Market26.06%22.97%
Last Bear Market-10.52%-11.27%

Annual Total Return (%) History

Year
PEQRXCategory
2024
N/AN/A
2023
15.10%11.63%
2022
-3.33%-5.90%
2021
26.54%26.22%
2020
5.51%2.91%
2019
29.59%25.04%
2018
-8.52%-8.53%
2017
18.41%15.94%
2016
13.26%14.81%
2015
-3.46%-4.05%
2014
12.16%10.21%
2013
31.32%31.21%
2012
18.70%14.57%
2011
1.48%-0.75%
2010
12.10%13.66%
2009
26.83%24.13%
2008
-31.39%-37.09%
2007
3.10%1.42%
2006
19.01%18.15%
2005
5.39%5.95%
2004
11.89%12.97%
2003
N/A28.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.47%1.25%N/AN/A
20231.69%5.17%-1.58%9.35%
20220.35%-10.52%-3.80%11.92%
202111.10%6.41%-0.13%7.17%
2020-25.25%17.39%4.17%15.44%
201911.69%4.08%2.52%8.74%
2018-2.11%2.22%6.41%-14.08%
20174.63%1.46%5.02%6.21%
20160.24%3.11%3.94%5.42%
20151.20%0.03%-8.24%3.94%
20142.65%5.18%-0.70%4.63%
201311.65%3.14%4.33%9.30%
201211.98%-5.35%8.09%3.62%
20118.14%-0.06%-17.55%13.88%
20104.37%-13.14%12.95%9.48%
2009-10.01%18.00%16.45%2.58%
2008-9.07%-2.36%-4.32%-19.23%
20070.83%6.94%-0.34%-4.05%
20064.08%0.05%5.42%8.41%
2005-0.28%0.88%3.29%1.42%
20042.00%0.52%-0.47%9.64%
200316.89%1.25%13.59%N/A

Rank In Category (By Total Return)

YTD4
1-Month26
3-Month9
1-Year7
3-Year4
5-Year5

Load Adjusted Returns

1-Year22.57%
3-Year10.69%
5-Year13.53%
10-Year10.43%