PEYAX
Putnam Large Cap Value Fund Class A Shares
Mutual fund
$44.38+0.16 (+0.36%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $321,721
- CAGR
- +7.71%
- Max drawdown
- −51.47%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.88%
- 3M
- +1.34%
- 6M
- +12.15%
- YTD
- +13.55%
- 1Y
- +20.11%
- 3Y
- +21.46%
- 5Y
- +14.01%
- 10Y
- +13.80%
- 15Y
- +14.50%
- 20Y
- +10.60%
- 25Y
- +10.19%
- 30Y
- +10.20%
- Since 1980
- +7.71%
Metrics
Since 1980| Volatility | 16.17% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.15 |
| Best year, 1995 | +34.64% |
| Worst year, 2008 | −31.28% |
| Positive years | 34 of 46 |
| Longest drawdown | 7.5 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.5% | Jul 2007 | Mar 2009 | Apr 2011 | 3.8 years |
| −42.4% | Aug 1987 | Oct 1990 | Feb 1995 | 7.5 years |
| −36.1% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −29.3% | May 2001 | Oct 2002 | Dec 2003 | 2.5 years |
| −23.6% | Jul 1983 | Jul 1984 | Aug 1987 | 4.1 years |
Annual returns
2026 through Oct 2