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Putnam Large Cap Growth Class B: (MF: POGBX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$46.85 USD
+0.06 (0.13%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.96 | 24 |
| 3 months | 3.59 | 59 |
| 6 months | 23.86 | 26 |
| 1 Year | 32.28 | 12 |
| 3 Year | 6.48 | 29 |
| 5 Year | 14.38 | 9 |
| 10 Year | 14.18 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 57.81 |
| Bear Market (10/07 - 2/09) | -44.87 |
| Bull Market (2/09 - 3/21) | 995.66 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 33.96 |
| 5 Year | 16.09 |
| 10 Year | 14.61 |
| Since Inception | 8.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.15 | NA | NA | NA |
| 2023 | 13.86 | 14.69 | -4.43 | 14.71 |
| 2022 | -9.27 | -22.12 | -3.38 | 1.27 |
| 2021 | -0.42 | 11.61 | 0.29 | 9.08 |
| 2020 | -11.11 | 28.17 | 12.05 | 7.64 |
| 2019 | 16.68 | 6.23 | 0.32 | 8.85 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.96 | 43.16 | -30.87 | 21.60 | 37.41 | 35.37 | 1.52 | 29.93 | 5.54 | 0.31 | 12.78 |
| % Total Return Rel to Index | 0.91 | 16.91 | -12.66 | -7.08 | 19.01 | 3.88 | 5.92 | 8.14 | -6.39 | -1.07 | -0.86 |
| % Total Return Rel to Peer | 2.12 | 20.16 | -11.17 | -0.45 | 17.49 | 6.95 | 8.38 | 9.26 | -2.27 | 1.91 | 4.57 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.27 | 2.96 | 5.32 | 1.72 | 1.50 | 2.38 | 0.51 | 0.00 | 1.25 | 3.59 |
| Expense Ratio | 0.84 | 1.65 | 1.67 | 1.74 | 1.80 | 1.78 | 1.66 | 1.68 | 1.83 | 1.84 | 1.85 |
* 1 = Top 20%, 5 = Bottom 20%