Australia markets open in 9 hours 12 minutes

Putnam Large Cap Value Fund (PEQNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
34.53-0.05 (-0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.42%
5-year average return12.64%
Number of years up24
Number of years down6
Best 1-yr total return (4 July 2024)30.70%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return30.70%
Worst 3-yr total return6.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEQNXCategory
YTD13.58%4.44%
1-month0.14%-4.04%
3-month1.13%4.09%
1-year21.95%14.37%
3-year10.14%6.04%
5-year12.96%9.20%
10-year9.88%8.57%
Last bull market25.80%22.97%
Last bear market-10.61%-11.27%

Annual total return (%) history

Year
PEQNXCategory
2024
N/AN/A
2023
14.52%11.63%
2022
-3.80%-5.90%
2021
25.89%26.22%
2020
5.04%2.91%
2019
28.92%25.04%
2018
-9.00%-8.53%
2017
17.81%15.94%
2016
12.71%14.81%
2015
-3.91%-4.05%
2014
11.59%10.21%
2013
30.70%31.21%
2012
18.08%14.57%
2011
1.04%-0.75%
2010
11.52%13.66%
2009
26.16%24.13%
2008
-31.73%-37.09%
2007
2.59%1.42%
2006
18.47%18.15%
2005
4.87%5.95%
2004
11.31%12.97%
2003
25.66%28.44%
2002
-13.54%-18.69%
2001
-2.25%-4.99%
2000
12.35%7.87%
1999
0.23%6.72%
1998
11.89%12.00%
1997
25.49%26.61%
1996
20.31%20.08%
1995
33.70%32.39%
1994
0.51%-0.70%
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.31%1.13%N/AN/A
20231.53%5.06%-1.72%9.24%
20220.20%-10.61%-3.94%11.80%
202110.94%6.28%-0.27%7.05%
2020-25.34%17.25%4.05%15.32%
201911.55%3.96%2.40%8.56%
2018-2.25%2.09%6.26%-14.19%
20174.47%1.34%4.87%6.10%
20160.12%2.99%3.78%5.32%
20151.06%-0.10%-8.34%3.82%
20142.53%5.01%-0.79%4.46%
201311.55%2.95%4.22%9.20%
201211.79%-5.43%7.97%3.44%
20118.03%-0.15%-17.67%13.77%
20104.24%-13.19%12.75%9.30%
2009-10.10%17.80%16.28%2.45%
2008-9.20%-2.46%-4.49%-19.30%
20070.69%6.82%-0.49%-4.15%
20064.02%-0.09%5.31%8.25%
2005-0.40%0.74%3.23%1.25%
20041.87%0.39%-0.60%9.50%
2003-6.15%16.68%1.14%13.45%
20023.59%-7.18%-17.44%8.92%
2001-3.50%4.52%-8.29%5.68%
2000-1.99%-1.67%8.64%7.31%
19991.93%8.75%-10.42%0.95%
199810.26%-1.12%-9.74%13.71%
19973.04%11.59%6.85%2.14%
19965.43%3.18%3.19%7.18%
19958.78%7.67%7.97%5.73%
1994-3.62%1.74%4.95%-2.32%
19931.71%N/AN/AN/A

Rank in category (by total return)

YTD5
1-month27
3-month9
1-year8
3-year5
5-year9

Load adjusted returns

1-year16.95%
3-year9.31%
5-year12.72%
10-year9.88%