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 features an expense ratio of 0.65%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Putnam Large Cap Growth Y had a return of 3.24% year-to-date (YTD) and 24.39% in the last 12 months. Over the past 10 years, Putnam Large Cap Growth Y had an annualized return of 12.39%, outperforming the S&P 500 benchmark which had an annualized return of 11.26%.
PGOYX
3.24%
1.04%
9.59%
24.39%
11.67%
12.39%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
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% | 3.24% | |||||||||||
| 2024 | 3.34% | 6.72% | 1.95% | -4.55% | 6.34% | 6.83% | -2.51% | 2.14% | 2.97% | -0.79% | 6.14% | -2.61% | 28.21% |
| 2023 | 7.53% | -1.12% | 7.36% | 1.75% | 5.93% | 6.66% | 2.23% | -0.70% | -5.63% | -0.86% | 11.53% | 3.51% | 43.88% |
| 2022 | -8.79% | -4.88% | 4.81% | -12.17% | -3.70% | -7.71% | 12.58% | -4.86% | -9.55% | 5.14% | 4.49% | -13.61% | -34.73% |
| 2021 | -0.92% | 0.75% | -0.00% | 7.16% | -2.09% | 6.65% | 3.07% | 3.88% | -6.08% | 7.70% | 0.18% | -6.84% | 12.89% |
| 2020 | 3.80% | -5.87% | -8.83% | 13.55% | 8.22% | 4.57% | 7.50% | 9.37% | -4.46% | -4.49% | 8.58% | 0.84% | 34.46% |
| 2019 | 8.90% | 4.40% | 2.88% | 4.92% | -4.45% | 6.25% | 1.83% | -0.48% | -0.76% | 2.38% | 3.61% | -0.87% | 31.74% |
| 2018 | 9.26% | -3.03% | -2.75% | 0.62% | 4.02% | 2.02% | 3.07% | 4.54% | 1.40% | -8.70% | 1.37% | -13.96% | -4.28% |
| 2017 | 4.69% | 3.65% | 1.31% | 2.87% | 2.79% | -0.31% | 2.62% | 2.22% | 1.27% | 4.32% | 2.24% | -1.59% | 29.21% |
| 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 | -2.10% | 6.67% | -1.66% | -0.39% | 2.01% | -2.08% | 2.80% | -6.44% | -3.49% | 9.13% | 0.12% | -1.46% | 2.11% |
| 2014 | -1.99% | 5.73% | -2.23% | -0.91% | 3.89% | 3.25% | -1.78% | 4.26% | -1.30% | 2.49% | 2.97% | 2.19% | 17.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PGOYX is 65, 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.
Dividends
Dividend History
Putnam Large Cap Growth Y provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.16 | $0.01 | $1.50 | $3.99 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.48% | 0.02% | 6.31% | 16.09% |
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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 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 | $1.50 | $1.50 |
| 2014 | $3.99 | $3.99 |
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.
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 1959 trading sessions.
The current Putnam Large Cap Growth Y drawdown is 2.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.03% | Mar 28, 2000 | 2170 | Nov 20, 2008 | 1959 | Sep 6, 2016 | 4129 |
| -42.36% | Nov 22, 2021 | 282 | Jan 5, 2023 | 359 | Jun 11, 2024 | 641 |
| -29.62% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -26.2% | Oct 2, 2018 | 58 | Dec 24, 2018 | 122 | Jun 20, 2019 | 180 |
| -13.43% | Jul 11, 2024 | 18 | Aug 5, 2024 | 49 | Oct 14, 2024 | 67 |
Volatility
Volatility Chart
The current Putnam Large Cap Growth Y volatility is 5.52%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.