PEQCX
Putnam Large Cap Value Fund Class C Shares
Mutual fund
$43.44+0.16 (+0.37%)Close Oct 2, 2026
Jan 29, 1999 – Oct 2, 2026, Dividends reinvested
- Final balance
- $87,862
- CAGR
- +8.17%
- Max drawdown
- −52.08%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.94%
- 3M
- +1.17%
- 6M
- +11.74%
- YTD
- +12.90%
- 1Y
- +19.22%
- 3Y
- +20.55%
- 5Y
- +13.16%
- 10Y
- +12.95%
- 15Y
- +13.64%
- 20Y
- +9.77%
- 25Y
- +9.36%
- Since 1999
- +8.17%
Metrics
Since 1999| Volatility | 18.05% |
|---|---|
| Sortino ratio | 0.74 |
| Calmar ratio | 0.16 |
| Best year, 2013 | +30.72% |
| Worst year, 2008 | −31.78% |
| Positive years | 20 of 26 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1999| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.1% | Jul 2007 | Mar 2009 | Mar 2012 | 4.7 years |
| −36.1% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −35.6% | May 1999 | Oct 2002 | Nov 2004 | 5.5 years |
| −20.2% | Sep 2018 | Dec 2018 | Jul 2019 | 10 months |
| −17.6% | Jun 2015 | Feb 2016 | Nov 2016 | 1.4 years |
Annual returns
1999 from Jan 29 · 2026 through Oct 2