- ISIN
- US7468025868
- Issuer
- Putnam
- Inception Date
- Aug 27, 1999
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
PGOYX Performance Chart
Putnam Large Cap Growth Y (PGOYX) is down 0.5% since the beginning of the year. PGOYX is currently trading at $81 per share. Investors who bought $1,000 worth of PGOYX shares 5 years ago would now be looking at an investment worth $1,639.
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Returns By Period
Putnam Large Cap Growth Y (PGOYX) has returned -0.51% so far this year and 7.36% over the past 12 months. Looking at the last ten years, PGOYX has achieved an annualized return of 17.23%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Putnam Large Cap Growth Y
- 1D
- 2.88%
- 1M
- -3.95%
- 6M
- 0.61%
- YTD
- -0.51%
- 1Y
- 7.36%
- 3Y*
- 17.94%
- 5Y*
- 10.39%
- 10Y*
- 17.23%
- ALL TIME*
- 7.50%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
PGOYX Monthly Returns History
Based on dividend-adjusted daily data since Jun 30, 1999, PGOYX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.
Historically, 59% of months were positive and 41% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.12% | -3.21% | -5.62% | 12.82% | 7.01% | -2.16% | -6.77% | -0.51% | |||||
| 2025 | 1.83% | -3.47% | -9.18% | 2.03% | 8.09% | 6.36% | 3.49% | 0.66% | 4.26% | 3.40% | -1.93% | -0.67% | 14.56% |
| 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% |
Benchmark Metrics
Putnam Large Cap Growth Y has an annualized alpha of 0.82%, beta of 1.10, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since June 30, 1999.
- This fund captured 117.84% of S&P 500 Index gains and 110.89% 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.
- Alpha
- 0.82%
- Beta
- 1.10
- R²
- 0.88
- Upside Capture
- 117.84%
- Downside Capture
- 110.89%
Expense Ratio
PGOYX has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
PGOYX ranks 8 for risk / return — above 8% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PGOYX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.25 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 2.00 | -1.68 |
| Martin ratioReturn relative to average drawdown | 0.98 | 8.49 | -7.51 |
Dividends
Dividend History
Putnam Large Cap Growth Y provided a 5.26% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.27 | $4.27 | $3.19 | $0.27 | $2.97 | $5.32 | $1.72 | $1.50 | $2.47 | $0.67 | $0.01 | $1.38 |
Dividend yield | 5.26% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.27 | $4.27 |
| 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 |
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 2057 trading sessions.
The current Putnam Large Cap Growth Y drawdown is 9.37%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-76.03%Nov 2008 | 8y 7mo | 8y 2mo | 16y 10moMar 2000 - Jan 2017 | Financial crisis2007–2009 |
-34.01%Oct 2022 | 10mo 26d | 1y 3mo | 2y 1moNov 2021 - Jan 2024 | Bear market2022 |
-29.62%Mar 2020 | 1mo 2d | 2mo 14d | 3mo 16dFeb 2020 - Jun 2020 | COVID crash2020 |
-23.63%Apr 2025 | 2mo 14d | 2mo 23d | 5mo 7dJan 2025 - Jun 2025 | 2025 selloff2025 |
-20.91%Dec 2018 | 2mo 23d | 2mo 27d | 5mo 20dOct 2018 - Mar 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| PGOYX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.03% | -56.78% | -19.25% |
Max Drawdown (1Y)Largest decline over 1 year | -16.34% | -9.10% | -7.24% |
Max Drawdown (3Y)Largest decline over 3 years | -23.63% | -18.90% | -4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -34.01% | -25.43% | -8.58% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -33.92% | -0.09% |
Current DrawdownCurrent decline from peak | -9.37% | -1.58% | -7.79% |
Average DrawdownAverage peak-to-trough decline | -31.38% | -10.70% | -20.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 2.14% | +3.30% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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