PEQRX
Putnam Large Cap Value Fund Class R Shares
Mutual fund
$43.78+0.16 (+0.37%)Close Oct 2, 2026
Jan 21, 2003 – Oct 2, 2026, Dividends reinvested
- Final balance
- $106,929
- CAGR
- +10.52%
- Max drawdown
- −51.67%
- Sharpe ratio
- 0.64
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.90%
- 3M
- +1.29%
- 6M
- +11.99%
- YTD
- +13.32%
- 1Y
- +19.82%
- 3Y
- +21.15%
- 5Y
- +13.72%
- 10Y
- +13.52%
- 15Y
- +14.21%
- 20Y
- +10.31%
- Since 2003
- +10.52%
Metrics
Since 2003| Volatility | 18.18% |
|---|---|
| Sortino ratio | 0.90 |
| Calmar ratio | 0.20 |
| Best year, 2013 | +31.37% |
| Worst year, 2008 | −31.39% |
| Positive years | 17 of 22 |
| Longest drawdown | 3.8 years |
Worst drawdowns
Since 2003| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.7% | Jul 2007 | Mar 2009 | Apr 2011 | 3.8 years |
| −36.1% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −22.4% | Apr 2011 | Oct 2011 | Feb 2012 | 10 months |
| −20.1% | Sep 2018 | Dec 2018 | Jul 2019 | 9 months |
| −17.4% | Jun 2015 | Feb 2016 | Aug 2016 | 1.1 years |
Annual returns
2003 from Jan 21 · 2026 through Oct 2