(PVAL) Putnam Focused Large - Performance 5.1% in 12m
Compare PVAL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.34%
#84 in Group
Rel. Strength
50.97%
#3939 in Universe
Total Return 12m
5.07%
#90 in Group
Total Return 5y
50.80%
#88 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 (5.1%) vs DIA (7%)
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. |
-5.21% | 8.46% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-5.24% | 7.97% | 133% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.16% | 13.5% | 107% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-4.02% | 7.66% | 115% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-4.66% | 10.9% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-3.82% | 11.1% | 112% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
-1.04% | 16.8% | 98.5% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.06% | 5.61% | 119% | - | - | - | - | - |
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 | -5.19% | -5.78% | -4.31% |
| 3 Months | -6.55% | -9.96% | -7.85% |
| 12 Months | 5.07% | 6.98% | 10.76% |
| 5 Years | 50.80% | 82.18% | 106.31% |
| Trend Score (consistency of price movement) | PVAL | DIA | S&P 500 |
| 1 Month | -37.0% | -52.6% | -35.6% |
| 3 Months | -85.8% | -92.7% | -89.7% |
| 12 Months | 56.0% | 64.4% | 58.3% |
| 5 Years | 91.5% | 86.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #87 | 0.62% | -0.92% |
| 3 Month | #57 | 3.79% | 1.42% |
| 12 Month | #91 | -1.79% | -5.14% |
| 5 Years | #7 | 20.3% | 8.42% |
FAQs
Does PVAL Putnam Focused Large outperforms the market?
No,
over the last 12 months PVAL made 5.07%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 6.98%.
Over the last 3 months PVAL made -6.55%, while DIA made -9.96%.
Over the last 3 months PVAL made -6.55%, while DIA made -9.96%.
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 | -2.46% | -0.88% | 0.84% | -5.69% |
| US NASDAQ 100 | QQQ | -4.42% | -0.95% | 0.84% | -6.94% |
| US Dow Jones Industrial 30 | DIA | -0.39% | 0.59% | 0.58% | -1.91% |
| German DAX 40 | DAX | 0.20% | -1.38% | -17.6% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.07% | -1.69% | 2.26% | -3.55% |
| Hongkong Hang Seng | HSI | -0.19% | -2.31% | -1.03% | -8.95% |
| India NIFTY 50 | INDA | 4.97% | -6.75% | -0.76% | 3.27% |
| Brasil Bovespa | EWZ | -2.21% | -7.16% | -3.66% | 10.6% |
PVAL vs. Sectors PVAL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.32% | 0.39% | -7.90% | -17.3% |
| Consumer Discretionary | XLY | -4.81% | -1.15% | -2.32% | -9.28% |
| Consumer Staples | XLP | 5.0% | -7.94% | -4.48% | -4.42% |
| Energy | XLE | 0.89% | 6.44% | 3.27% | 17.0% |
| Financial | XLF | -0.50% | -0.41% | -7.26% | -14.2% |
| Health Care | XLV | 0.56% | -0.22% | 2.85% | 4.81% |
| Industrial | XLI | -0.63% | -1.12% | 0.49% | -1.84% |
| Materials | XLB | 0.79% | -0.68% | 7.73% | 10.4% |
| Real Estate | XLRE | 2.37% | -3.28% | 2.99% | -10.1% |
| Technology | XLK | -6.27% | -0.67% | 5.71% | -1.17% |
| Utilities | XLU | 1.69% | -6.87% | -2.26% | -15.4% |
| Aerospace & Defense | XAR | -2.02% | -4.89% | -10.4% | -21.9% |
| Biotech | XBI | -1.59% | 2.65% | 13.9% | 7.32% |
| Homebuilder | XHB | -0.71% | 0.83% | 15.8% | 13.0% |
| Retail | XRT | 0.33% | -2.26% | 4.96% | 8.69% |