Putnam Large Cap Value Fund R (PEQRX)

40.08 -0.11 (-0.27%) USD  |  Jan 30 2026
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PEQRX Max Drawdown (5Y): 15.41% for Jan. 31, 2026

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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Historical Data

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Max Drawdown Definition

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Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

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Max Drawdown (5Y) Range, Past 5 Years

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Max Drawdown (5Y) Benchmarks

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Allspring Special Large Cap Value Fund R6 20.71%
Invesco Comstock Fund R 17.35%
Fidelity Value Discovery K6 Fund 16.01%
American Century Value Fund R 17.47%
Invesco Growth & Income Fund R5 19.11%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) 3.202
Beta (5Y) 0.7967
Alpha (vs YCharts Benchmark) (5Y) 4.045
Beta (vs YCharts Benchmark) (5Y) 0.9173
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 12.62%
Historical Sharpe Ratio (5Y) 0.9928
Historical Sortino (5Y) 1.587
Monthly Value at Risk (VaR) 5% (5Y Lookback) 5.38%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:PEQRX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:PEQRX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.