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Putnam Large Cap Growth Class R6: (MF: PGOEX)
(NASDAQ Mutual Funds) As of Apr 29, 2024 08:00 PM ET
$64.64 USD
-0.04 (-0.06%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.47 | 19 |
| 3 months | 12.47 | 19 |
| 6 months | 29.35 | 12 |
| 1 Year | 42.57 | 6 |
| 3 Year | 11.90 | 9 |
| 5 Year | 17.85 | 3 |
| 10 Year | 15.91 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 42.57 |
| 5 Year | 17.85 |
| 10 Year | 15.91 |
| Since Inception | 17.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.47 | NA | NA | NA |
| 2023 | 14.16 | 15.00 | -4.17 | 15.01 |
| 2022 | -9.03 | -21.90 | -3.11 | 1.55 |
| 2021 | -0.16 | 11.93 | 0.58 | 9.39 |
| 2020 | -10.90 | 28.52 | 12.37 | 7.93 |
| 2019 | 17.00 | 6.52 | 0.59 | 9.20 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.47 | 44.71 | -30.10 | 22.95 | 38.89 | 36.91 | 2.69 | 31.44 | 6.80 | 1.44 | 14.10 |
| % Total Return Rel to Index | 1.91 | 18.46 | -11.90 | -5.73 | 20.49 | 5.42 | 7.09 | 9.64 | -5.13 | 0.06 | 0.46 |
| % Total Return Rel to Peer | 2.51 | 21.71 | -10.40 | 0.89 | 18.97 | 8.48 | 9.56 | 10.76 | -1.01 | 3.04 | 5.90 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.19 | 0.02 | 0.15 | 0.23 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.55 | 0.08 | 0.58 | 0.77 |
| Capital Gains ($) | 0.00 | 0.27 | 2.96 | 5.32 | 1.72 | 1.50 | 2.38 | 0.51 | 0.00 | 1.25 | 3.59 |
| Expense Ratio | 0.00 | 0.54 | 0.58 | 0.64 | 0.68 | 0.66 | 0.53 | 0.53 | 0.67 | 0.69 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%