PEIYX
Putnam Large Cap Value Fund Class Y Shares
Mutual fund
$44.41+0.16 (+0.36%)Close Oct 2, 2026
Sep 30, 1998 – Oct 2, 2026, Dividends reinvested
- Final balance
- $112,818
- CAGR
- +9.04%
- Max drawdown
- −51.28%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.86%
- 3M
- +1.42%
- 6M
- +12.27%
- YTD
- +13.76%
- 1Y
- +20.43%
- 3Y
- +21.77%
- 5Y
- +14.29%
- 10Y
- +14.09%
- 15Y
- +14.79%
- 20Y
- +10.87%
- 25Y
- +10.31%
- Since 1998
- +9.04%
Metrics
Since 1998| Volatility | 18.12% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +31.99% |
| Worst year, 2008 | −31.10% |
| Positive years | 20 of 27 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 1998| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.3% | Jul 2007 | Mar 2009 | Apr 2011 | 3.7 years |
| −38.3% | May 1999 | Oct 2002 | Dec 2004 | 5.6 years |
| −36.1% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −22.3% | Apr 2011 | Oct 2011 | Feb 2012 | 10 months |
| −19.9% | Sep 2018 | Dec 2018 | Jul 2019 | 9 months |
Annual returns
1998 from Sep 30 · 2026 through Oct 2