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Putnam Large Cap Growth Class A: (MF: POGAX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$58.79 USD
+0.94 (1.63%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.36 | 21 |
| 3 months | 12.36 | 21 |
| 6 months | 29.15 | 13 |
| 1 Year | 42.06 | 7 |
| 3 Year | 11.51 | 12 |
| 5 Year | 17.44 | 4 |
| 10 Year | 15.47 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 64.12 |
| Bear Market (10/07 - 2/09) | -44.27 |
| Bull Market (2/09 - 3/21) | 1,121.20 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 34.33 |
| 5 Year | 16.13 |
| 10 Year | 14.83 |
| Since Inception | 9.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.36 | NA | NA | NA |
| 2023 | 14.08 | 14.90 | -4.27 | 14.94 |
| 2022 | -9.11 | -21.98 | -3.20 | 1.46 |
| 2021 | -0.24 | 11.84 | 0.48 | 9.30 |
| 2020 | -10.98 | 28.40 | 12.27 | 7.84 |
| 2019 | 16.89 | 6.43 | 0.51 | 9.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.36 | 44.23 | -30.35 | 22.52 | 38.40 | 36.43 | 2.26 | 30.95 | 6.33 | 1.05 | 13.62 |
| % Total Return Rel to Index | 1.80 | 17.98 | -12.14 | -6.15 | 20.00 | 4.94 | 6.66 | 9.16 | -5.59 | -0.33 | -0.01 |
| % Total Return Rel to Peer | 2.41 | 21.23 | -10.65 | 0.46 | 18.48 | 8.00 | 9.12 | 10.27 | -1.48 | 2.65 | 5.42 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.05 | 0.12 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.00 | 0.22 | 0.44 |
| Capital Gains ($) | 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 | 0.90 | 0.92 | 0.99 | 1.05 | 1.03 | 0.91 | 0.93 | 1.08 | 1.09 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%