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Putnam Large Cap Value R (PEQRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.51+0.13 (+0.38%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.30%
5-year average return13.80%
Number of years up16
Number of years down4
Best 1-yr total return (9 May 2024)31.32%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return31.32%
Worst 3-yr total return7.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEQRXCategory
YTD9.59%17.52%
1-month-2.57%-0.87%
3-month8.13%5.51%
1-year22.31%42.88%
3-year10.27%11.93%
5-year12.58%12.07%
10-year10.53%10.95%
Last bull market26.06%23.18%
Last bear market-10.52%-17.87%

Annual total return (%) history

Year
PEQRXCategory
2024
N/AN/A
2023
15.10%N/A
2022
-3.33%N/A
2021
26.54%N/A
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%N/AN/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)

YTD3
1-month9
3-month3
1-year8
3-year3
5-year5

Load adjusted returns

1-year22.31%
3-year10.27%
5-year12.58%
10-year10.53%