Nasdaq - Delayed Quote USD
Putnam Large Cap Value Fund (PEYAX)
At close: 8:06 AM EST
Fund Summary
The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.63% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 38 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 24.77% |
| 5y Average Return | 14.35% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PEYAX | Category Average | PEYAX | Category Average | PEYAX | Category Average | |
| Alpha | 2.7 | -0.01 | 0.16 | -0.03 | -0.82 | -0.03 |
| BETA | 0.8 | 0.01 | 0.9 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | 0.97 | 0.01 | 1.23 | 0.01 | 0.98 | 0.01 |
| R-squared | 81.54 | 0.78 | 85.48 | 0.83 | 88.53 | 0.84 |
| Standard Deviation | 15.25 | 0.17 | 17.64 | 0.19 | 14.96 | 0.16 |
| Sharpe Ratio | 0.51 | 0 | 0.7 | 0 | 0.67 | 0.01 |
| Treynor Ratio | 8.76 | 0.04 | 12.77 | 0.07 | 10.14 | 0.08 |
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