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Putnam Large Cap Value Fund (PEQSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.03+0.03 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.26%
5-year average return13.89%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)32.28%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.28%
Worst 3-yr total return7.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEQSXCategory
YTD14.23%4.44%
1-month0.20%-4.04%
3-month1.41%4.09%
1-year23.27%14.37%
3-year11.34%6.04%
5-year14.21%9.20%
10-year11.12%8.57%
Last bull market26.35%22.97%
Last bear market-10.35%-11.27%

Annual total return (%) history

Year
PEQSXCategory
2024
N/AN/A
2023
15.75%11.63%
2022
-2.75%-5.90%
2021
27.33%26.22%
2020
6.19%2.91%
2019
30.38%25.04%
2018
-8.00%-8.53%
2017
19.14%15.94%
2016
14.00%14.81%
2015
-2.77%-4.05%
2014
12.86%10.21%
2013
32.28%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.64%1.41%N/AN/A
20231.82%5.34%-1.42%9.48%
20220.47%-10.35%-3.69%12.11%
202111.28%6.57%0.02%7.33%
2020-25.13%17.58%4.34%15.60%
201911.86%4.25%2.66%8.91%
2018-1.98%2.36%6.56%-13.94%
20174.76%1.61%5.19%6.41%
20160.39%3.27%4.13%5.59%
20151.40%0.15%-8.05%4.13%
20142.81%5.31%-0.49%4.76%
201311.90%3.30%4.49%9.52%
20123.84%N/AN/AN/A

Rank in category (by total return)

YTD3
1-month26
3-month8
1-year6
3-year2
5-year3

Load adjusted returns

1-year23.27%
3-year11.34%
5-year14.21%
10-year11.12%