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Putnam Large Cap Growth Class R5: (MF: PGODX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$66.42 USD
+0.07 (0.11%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.32 | 21 |
| 3 months | 3.86 | 53 |
| 6 months | 24.48 | 23 |
| 1 Year | 33.62 | 9 |
| 3 Year | 7.56 | 15 |
| 5 Year | 15.53 | 3 |
| 10 Year | 15.18 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 42.43 |
| 5 Year | 17.73 |
| 10 Year | 15.61 |
| Since Inception | 17.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.43 | NA | NA | NA |
| 2023 | 14.12 | 14.99 | -4.21 | 14.99 |
| 2022 | -9.06 | -21.93 | -3.13 | 1.55 |
| 2021 | -0.19 | 11.90 | 0.56 | 9.36 |
| 2020 | -10.92 | 28.52 | 12.33 | 7.92 |
| 2019 | 16.98 | 6.50 | 0.56 | 9.15 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.32 | 44.56 | -30.17 | 22.83 | 38.78 | 36.76 | 2.58 | 29.28 | 6.66 | 1.38 | 13.89 |
| % Total Return Rel to Index | 1.28 | 18.31 | -11.96 | -5.85 | 20.38 | 5.27 | 6.98 | 7.49 | -5.27 | -0.01 | 0.25 |
| % Total Return Rel to Peer | 2.49 | 21.56 | -10.47 | 0.77 | 18.86 | 8.33 | 9.44 | 8.61 | -1.15 | 2.98 | 5.69 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.09 | 0.00 | 0.12 | 0.22 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.26 | 0.00 | 0.48 | 0.74 |
| Capital Gains ($) | 0.00 | 0.27 | 2.96 | 5.32 | 1.72 | 1.50 | 2.38 | 0.00 | 0.00 | 1.25 | 3.59 |
| Expense Ratio | 0.33 | 0.64 | 0.68 | 0.74 | 0.78 | 0.76 | 0.63 | 0.63 | 0.77 | 0.79 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%