PEQCX
Putnam LargeCap Value-C
$34.40
-0.02 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 28631.224M |
| 52 Week High | 34.691 |
| 52 Week Low | 26.566 |
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Key Data
| Symbol | PEQCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 34.4 |
| Price Yesterday | 34.42 |
| Market Cap | 28,631.22 |
| YTD Return | 13.55% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0165 |
Overview
| 52 Week High | 34.69 |
|---|---|
| 52 Week Low | 26.57 |
| Market Cap | 28,631.22M |
| Shares Outstanding | 832.30M |
| Income Dividend Yield | 0.62% |
| Long Term Dividend Yield | 3.33% |
| Short Term Dividend Yield | 0.05% |
| 52 Week Yield (All) | 4.00% |
Returns Annualized
| One Day | -13.64% |
|---|---|
| Five Days | 15.82% |
| One Months | 8.83% |
| Three Months | 7.54% |
| Six Months | 29.24% |
| Nine Months | 34.42% |
| One Year | 23.70% |
| Three Years | 9.98% |
| Five Years | 12.81% |
| Ten Years | 9.85% |
| YTD | 27.96% |
| Since Inception | 8.37% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 0.29% |
| One Month | 0.67% |
| Three Months | 1.80% |
| Six Months | 13.44% |
| Nine Months | 24.52% |
| One Year | 23.67% |
| Three Years | 32.84% |
| Five Years | 82.44% |
| Ten Years | 155.25% |
| YTD | 13.55% |
| Since Inception | 525.68% |
Yearly Returns
| 2024 | 13.55% |
|---|---|
| 2023 | 14.48% |
| 2022 | -3.80% |
| 2021 | 25.91% |
| 2020 | 5.02% |
| 2019 | 28.90% |
| 2018 | -8.98% |
| 2017 | 17.78% |
| 2016 | 12.72% |
| 2015 | -3.89% |
Risk against SP-DA
| Alpha | 1.33% |
|---|---|
| Beta | 0.73 |
| Correlation | 81.34% |
| Downside Deviation | 2.31% |
| Coefficient of determination | 66.17% |
| Standard Deviation | 2.88% |
| Sharpe Ratio | -0.5 |
| Sortino | -2.17 |
| Treynor | 25.16 |
| Ulcer Index | 2.66 |
| Ulcer Performance Index | -1.88 |