PVAL Performance & Benchmarks - 10.4% in 12m
The Total Return for 3m is 8.8%, for 6m 4.1% and YTD 8.2%. Compare with Peer-Group: Large Value
Performance Rating
68.36%
#48 in Peer-Group
Rel. Strength
59.13%
#3142 in Stock-Universe
Total Return 12m
10.39%
#45 in Peer-Group
Total Return 5y
65.94%
#79 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 41.36 USD |
| 52 Week Low | 33.49 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 9.57 |
| Buy/Sell Signal +-5 | -0.58 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PVAL (10.4%) vs DIA (9.8%)
5y Drawdown (Underwater) Chart
Top Performer in Large Value
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| PVAL | -3.18% | -1.51% | 8.79% |
| ALTL | -2.80% | 3.29% | 15.7% |
| CGDV | -2.79% | 1.31% | 14.5% |
| FDRR | -2.58% | 0.37% | 12.9% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| PVAL | 4.11% | 10.4% | 65.9% |
| CGDV | 10.3% | 17.7% | 72.0% |
| FDRR | 6.91% | 15.6% | 94.8% |
| ALTL | 4.12% | 8.54% | 66.7% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
-0.82% | 15.6% | 96% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-3.17% | 9.35% | 107% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-1.8% | 8.65% | 98.7% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
1.22% | 14% | 126% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
-2.14% | 10.3% | 100% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
-0.15% | 12.9% | 92.2% | - | - | - | - | - |
| EQWL NYSE ARCA Invesco S&P 100 Equal |
-2.22% | 13.6% | 105% | - | - | - | - | - |
| VYM NYSE ARCA Vanguard High Dividend |
-1.23% | 11.4% | 90.2% | - | - | - | - | - |
Performance Comparison: PVAL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for PVAL
| Total Return (including Dividends) | PVAL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -1.51% | -2.02% | 0.66% |
| 3 Months | 8.79% | 7.38% | 11.66% |
| 12 Months | 10.39% | 9.79% | 15.92% |
| 5 Years | 65.94% | 78.80% | 103.09% |
| Trend Stabilty (consistency of price movement) | PVAL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 14.7% | 7.3% | 66.4% |
| 3 Months | 93.5% | 88.6% | 96.6% |
| 12 Months | 51.4% | 38.2% | 50% |
| 5 Years | 92.8% | 86% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 57 %th | 0.52% | -2.15% |
| 3 Month | 83 %th | 1.31% | -2.57% |
| 12 Month | 70 %th | 0.55% | -4.77% |
| 5 Years | 97 %th | 21.35% | 5.35% |
FAQs
Does Putnam Focused Large (PVAL) outperform the market?
Yes,
over the last 12 months PVAL made 10.39%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.79%.
Over the last 3 months PVAL made 8.79%, while DIA made 7.38%.
Performance Comparison PVAL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PVAL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.8% | -2.2% | -0.5% | -6% |
| US NASDAQ 100 | QQQ | -1% | -2.8% | -3.1% | -11% |
| German DAX 40 | DAX | 0.1% | -0.4% | -4.8% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.6% | -4.2% | -4.8% | -11% |
| Hongkong Hang Seng | HSI | -1% | -3.6% | -23.2% | -29% |
| India NIFTY 50 | INDA | -1.2% | 4.1% | 0.5% | 17% |
| Brasil Bovespa | EWZ | -2.1% | 5.9% | -2.9% | 7% |
PVAL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.8% | 0% | 0.1% | -14% |
| Consumer Discretionary | XLY | 0.7% | -0.5% | 9.3% | -9% |
| Consumer Staples | XLP | -1.5% | 0.7% | 1.8% | 6% |
| Energy | XLE | -1.5% | -1.7% | 5.5% | 13% |
| Financial | XLF | 0.6% | 0.9% | 3.1% | -11% |
| Health Care | XLV | 0.7% | 2.6% | 14.4% | 22% |
| Industrial | XLI | 0.2% | -2.7% | -5.9% | -11% |
| Materials | XLB | 2.9% | 2.2% | 5.6% | 14% |
| Real Estate | XLRE | 0.3% | -0.5% | 2.7% | 8% |
| Technology | XLK | -1.3% | -3.9% | -9.2% | -12% |
| Utilities | XLU | -4.7% | -6.2% | -7% | -9% |
| Aerospace & Defense | XAR | -0.4% | -5.6% | -18.7% | -35% |
| Biotech | XBI | -1.3% | -4.9% | 10.1% | 23% |
| Homebuilder | XHB | -0.7% | -2.7% | 5.4% | 19% |
| Retail | XRT | 1.6% | 0.4% | 4.8% | 7% |
PVAL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.7% | -6.28% | 4.57% | 9% |
| Natural Gas | UNG | -1.7% | 8.4% | 26.9% | 6% |
| Gold | GLD | -3.7% | -2% | -14.8% | -27% |
| Silver | SLV | -0.1% | -4.1% | -13.1% | -19% |
| Copper | CPER | 19.9% | 11.2% | 2.6% | 2% |
PVAL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.8% | -1.2% | 2.7% | 15% |
| iShares High Yield Corp. Bond | HYG | -2.6% | -1.3% | 0.7% | 2% |