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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

Risk Overview

Morningstar Risk Rating★★★
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

Risk Statistics

3 Years
PEQRXCategory Average
5 Years
PEQRXCategory Average
10 Years
PEQRXCategory Average
Alpha
1.81-0.01
-0.16-0.03
-1.36-0.03
BETA
0.80.01
0.910.01
0.930.01
Mean Annual Return
0.950.01
1.190.01
0.920.01
R-squared
83.170.78
85.850.83
88.950.84
Standard Deviation
15.60.17
17.680.19
15.010.16
Sharpe Ratio
0.520
0.680
0.630.01
Treynor Ratio
9.10.04
12.370.07
9.530.08