(PVAL) Putnam Focused Large - Performance 7.1% in 12m
Compare PVAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.32%
#84 in Group
Rel. Strength
52.74%
#3773 in Universe
Total Return 12m
7.08%
#88 in Group
Total Return 5y
52.45%
#89 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: PVAL (7.1%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
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 | -3.07% | -3.18% | -0.87% |
| 3 Months | -5.01% | -8.41% | -7.58% |
| 12 Months | 7.08% | 9.20% | 11.88% |
| 5 Years | 52.45% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | PVAL | DIA | S&P 500 |
| 1 Month | 21.2% | -2.7% | 23% |
| 3 Months | -85.2% | -91.1% | -88.5% |
| 12 Months | 53.0% | 61.2% | 55.1% |
| 5 Years | 91.6% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #60 | 0.11% | -2.22% |
| 3 Month | #55 | 3.71% | 2.78% |
| 12 Month | #92 | -1.95% | -4.29% |
| 5 Years | #6 | 20.0% | 8.84% |
FAQs
Does PVAL Putnam Focused Large outperforms the market?
No,
over the last 12 months PVAL made 7.08%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months PVAL made -5.01%, while DIA made -8.41%.
Over the last 3 months PVAL made -5.01%, while DIA made -8.41%.
Performance Comparison PVAL vs Indeces and Sectors
PVAL vs. Indices PVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.15% | -2.20% | 0.31% | -4.80% |
| US NASDAQ 100 | QQQ | -2.18% | -4.47% | -0.12% | -5.59% |
| US Dow Jones Industrial 30 | DIA | -0.21% | 0.11% | 0.40% | -2.12% |
| German DAX 40 | DAX | 0.08% | -4.39% | -19.2% | -17.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.81% | -0.25% | 3.30% | 1.12% |
| Hongkong Hang Seng | HSI | -0.16% | -3.13% | -1.61% | -6.81% |
| India NIFTY 50 | INDA | 1.69% | -7.13% | 0.02% | 4.01% |
| Brasil Bovespa | EWZ | -0.35% | -7.67% | -3.39% | 12.9% |
PVAL vs. Sectors PVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.40% | -2.02% | -5.82% | -16.9% |
| Consumer Discretionary | XLY | -1.23% | -2.97% | -2.20% | -6.24% |
| Consumer Staples | XLP | 2.35% | -3.27% | -5.0% | -4.12% |
| Energy | XLE | 3.33% | 10.8% | 6.10% | 18.2% |
| Financial | XLF | 0.24% | -0.96% | -7.29% | -15.6% |
| Health Care | XLV | -1.07% | 0.72% | 2.00% | 5.36% |
| Industrial | XLI | -1.57% | -3.18% | -0.40% | -2.51% |
| Materials | XLB | -0.54% | -0.64% | 7.72% | 10.6% |
| Real Estate | XLRE | 0.37% | -1.76% | 1.20% | -11.0% |
| Technology | XLK | -3.60% | -4.76% | 3.65% | -0.65% |
| Utilities | XLU | 1.69% | -3.13% | -1.81% | -14.8% |
| Aerospace & Defense | XAR | -2.10% | -9.46% | -13.2% | -19.5% |
| Biotech | XBI | -2.45% | -5.35% | 13.0% | 8.91% |
| Homebuilder | XHB | -0.46% | -0.80% | 15.1% | 14.1% |
| Retail | XRT | 0.42% | -2.51% | 5.88% | 9.82% |