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Putnam Large Cap Growth Class Y: (MF: PGOYX)
(NASDAQ Mutual Funds) As of Nov 1, 2024 08:00 PM ET
$73.17 USD
+0.66 (0.91%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.02 | 8 |
| 3 months | 2.53 | 84 |
| 6 months | 11.19 | 6 |
| 1 Year | 43.78 | 6 |
| 3 Year | 11.34 | 13 |
| 5 Year | 18.62 | 5 |
| 10 Year | 16.17 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 66.18 |
| Bear Market (10/07 - 2/09) | -44.08 |
| Bull Market (2/09 - 3/21) | 1,309.86 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 43.78 |
| 5 Year | 18.62 |
| 10 Year | 16.16 |
| Since Inception | 7.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.43 | 8.44 | 2.53 | NA |
| 2023 | 14.15 | 14.96 | -4.20 | 15.00 |
| 2022 | -9.06 | -21.94 | -3.12 | 1.52 |
| 2021 | -0.18 | 11.90 | 0.55 | 9.37 |
| 2020 | -10.92 | 28.49 | 12.33 | 7.91 |
| 2019 | 16.96 | 6.50 | 0.56 | 9.15 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 25.02 | 44.58 | -30.18 | 22.84 | 38.75 | 36.75 | 2.55 | 31.27 | 6.62 | 1.28 | 13.89 |
| % Total Return Rel to Index | 2.92 | 18.33 | -11.97 | -5.84 | 20.35 | 5.26 | 6.95 | 9.48 | -5.31 | -0.10 | 0.24 |
| % Total Return Rel to Peer | 8.05 | 21.58 | -10.48 | 0.78 | 18.84 | 8.32 | 9.41 | 10.60 | -1.19 | 2.88 | 5.68 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.15 | 0.01 | 0.12 | 0.20 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.44 | 0.01 | 0.47 | 0.67 |
| Capital Gains ($) | 0.00 | 0.27 | 2.96 | 5.32 | 1.72 | 1.50 | 2.38 | 0.51 | 0.00 | 1.25 | 3.59 |
| Expense Ratio | 0.33 | 0.65 | 0.67 | 0.74 | 0.80 | 0.78 | 0.53 | 0.68 | 0.83 | 0.84 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%