Putnam Large Cap Growth Y (PGOYX)
The fund aims to achieve capital appreciation by investing at least 80% of its net assets in large U.S. growth stocks, particularly those similar to companies in the Russell 1000 Growth Index.
Fund Info
US7468025868
Aug 27, 1999
$0
Large-Cap
Growth
Expense Ratio
PGOYX has an expense ratio of 0.65%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Putnam Large Cap Growth Y (PGOYX) returned -1.55% year-to-date (YTD) and 15.39% over the past 12 months. Over the past 10 years, PGOYX delivered an annualized return of 15.80%, outperforming the S&P 500 benchmark at 10.85%.
PGOYX
-1.55%
8.09%
-0.10%
15.39%
19.91%
15.63%
15.80%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of PGOYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.83% | -3.47% | -9.18% | 2.03% | 8.09% | -1.55% | |||||||
| 2024 | 3.34% | 6.72% | 1.95% | -4.55% | 6.34% | 6.83% | -2.51% | 2.14% | 2.97% | -0.79% | 6.14% | 1.47% | 33.58% |
| 2023 | 7.53% | -1.12% | 7.36% | 1.75% | 5.93% | 6.66% | 2.23% | -0.70% | -5.63% | -0.86% | 11.53% | 4.00% | 44.57% |
| 2022 | -8.79% | -4.88% | 4.81% | -12.17% | -3.70% | -7.71% | 12.58% | -4.86% | -9.55% | 5.14% | 4.49% | -7.68% | -30.25% |
| 2021 | -0.92% | 0.75% | 0.00% | 7.16% | -2.09% | 6.65% | 3.07% | 3.88% | -6.08% | 7.70% | 0.18% | 1.46% | 22.95% |
| 2020 | 3.80% | -5.87% | -8.83% | 13.55% | 8.22% | 4.57% | 7.50% | 9.37% | -4.46% | -4.49% | 8.58% | 4.09% | 38.79% |
| 2019 | 8.90% | 4.40% | 2.88% | 4.92% | -4.45% | 6.25% | 1.83% | -0.48% | -0.76% | 2.38% | 3.61% | 2.91% | 36.76% |
| 2018 | 9.26% | -3.03% | -2.75% | 0.63% | 4.02% | 2.02% | 3.07% | 4.54% | 1.40% | -8.70% | 1.37% | -7.32% | 3.11% |
| 2017 | 4.69% | 3.65% | 1.31% | 2.87% | 2.79% | -0.31% | 2.62% | 2.22% | 1.26% | 4.32% | 2.24% | -0.02% | 31.29% |
| 2016 | -6.39% | -1.21% | 6.05% | -0.34% | 2.97% | -1.50% | 5.64% | 0.48% | 1.28% | -2.41% | 2.06% | 0.46% | 6.62% |
| 2015 | -2.09% | 6.67% | -1.66% | -0.39% | 2.01% | -2.08% | 2.80% | -6.44% | -3.48% | 9.13% | 0.12% | -1.94% | 1.61% |
| 2014 | -1.99% | 5.73% | -2.23% | -0.90% | 3.89% | 3.25% | -1.78% | 4.26% | -1.30% | 2.49% | 2.97% | 1.48% | 16.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PGOYX is 43, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Putnam Large Cap Growth Y provided a 4.32% dividend yield over the last twelve months, with an annual payout of $3.19 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.19 | $3.19 | $0.27 | $2.97 | $5.32 | $1.72 | $1.50 | $2.47 | $0.67 | $0.01 | $1.38 | $3.79 |
Dividend yield | 4.32% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% | 15.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Putnam Large Cap Growth Y. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.19 | $3.19 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.97 | $2.97 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.32 | $5.32 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.72 | $1.72 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $1.50 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.47 | $2.47 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 | $1.38 |
| 2014 | $3.79 | $3.79 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Putnam Large Cap Growth Y. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Putnam Large Cap Growth Y was 76.03%, occurring on Nov 20, 2008. Recovery took 2028 trading sessions.
The current Putnam Large Cap Growth Y drawdown is 5.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.03% | Mar 28, 2000 | 2170 | Nov 20, 2008 | 2028 | Dec 13, 2016 | 4198 |
| -34.01% | Nov 22, 2021 | 226 | Oct 14, 2022 | 313 | Jan 16, 2024 | 539 |
| -29.62% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -23.63% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -20.5% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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