Putnam Large Cap Growth Y (PGOYX)

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The chart shows the growth of an initial investment of $10,000 in Putnam Large Cap Growth Y, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Putnam Large Cap Growth Y (PGOYX) has returned -12.89% so far this year and 11.78% over the past 12 months. Looking at the last ten years, PGOYX has achieved an annualized return of 16.38%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jun 30, 1999, PGOYX's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, your investment would double in approximately 8.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 1999 with a return of +17.1%, while the worst month was Feb 2001 at -18.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PGOYX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -12.5%.

Putnam Large Cap Growth Y has an annualized alpha of 1.05%, beta of 1.10, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since July 01, 1999.

• This fund captured 117.80% of S&P 500 Index gains and 109.79% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.10 and R² of 0.88, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

PGOYX has an expense ratio of 0.65%, placing it in the medium range.

PGOYX ranks 19 for risk / return — in the bottom 19% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and compare them to a chosen benchmark (S&P 500 Index).

Putnam Large Cap Growth Y provided a 6.01% dividend yield over the last twelve months, with an annual payout of $4.27 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 2057 trading sessions.

The current Putnam Large Cap Growth Y drawdown is 16.34%.

The chart below shows the rolling one-month volatility.