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Putnam Large Cap Value Fund Class Y (PEIYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
31.01+0.08 (+0.26%)
At close: 06:46PM EST
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return8.64%
5-Year Average Return9.18%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)31.94%
Worst 1 Yr Total Return (Feb 3, 2019)-31.10%
Best 3-Yr Total Return31.94%
Worst 3-Yr Total Return-5.12%

Trailing Returns (%) Vs. Benchmarks

ReturnPEIYXCategory
YTD0.44%17.52%
1-Month2.65%-0.87%
3-Month0.44%5.51%
1-Year14.85%42.88%
3-Year16.42%11.93%
5-Year13.95%12.07%
10-Year12.94%10.95%
Last Bull Market25.76%23.18%
Last Bear Market-19.55%-17.87%

Annual Total Return (%) History

Year
PEIYXCategory
2021
27.18%N/A
2020
6.07%2.91%
2019
30.24%25.04%
2018
-8.06%-8.53%
2017
18.95%15.94%
2016
13.82%14.81%
2015
-2.93%-4.05%
2014
12.73%10.21%
2013
31.94%31.21%
2012
19.31%14.57%
2011
2.03%-0.75%
2010
12.65%13.66%
2009
27.52%24.13%
2008
-31.10%-37.09%
2007
3.69%1.42%
2006
19.56%18.15%
2005
6.00%5.95%
2004
12.40%12.97%
2003
26.92%28.44%
2002
-12.65%-18.69%
2001
-1.31%-4.99%
2000
13.51%7.87%
1999
1.25%6.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202111.22%6.56%-0.00%7.31%
2020-25.15%17.54%4.31%15.58%
201911.83%4.22%2.63%8.88%
2018-1.96%2.33%6.53%-13.97%
20174.73%1.57%5.16%6.33%
20160.35%3.21%4.09%5.56%
20151.31%0.16%-8.09%4.09%
20142.76%5.32%-0.57%4.76%
201311.78%3.24%4.49%9.42%
201212.11%-5.20%8.17%3.79%
20118.30%0.06%-17.42%14.02%
20104.53%-13.03%13.11%9.56%
2009-9.86%18.16%16.60%2.68%
2008-8.97%-2.28%-4.19%-19.14%
20071.00%7.10%-0.27%-3.88%
20064.25%0.12%5.59%8.48%
2005-0.10%1.00%3.41%1.59%
20042.12%0.64%-0.35%9.75%
2003-5.96%17.01%1.45%13.69%
20023.81%-6.90%-17.25%9.21%
2001-3.29%4.74%-7.99%5.89%
2000-1.78%-1.40%8.95%7.59%
19992.24%8.95%-10.18%1.21%

Rank In Category (By Total Return)

YTD38
1-Month29
3-Month19
1-Year50
3-Year20
5-Year15

Load Adjusted Returns

1-Year42.89%
3-Year14.49%
5-Year14.50%
10-Year12.70%
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