Performance analysis of PVAL (Putnam Focused Large Cap Value ETF)
Annual Return
Over the past 3 years, PVAL has had an average annual return of +21.83%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, PVAL has had an average annual return of +17.07%, outperforming the benchmark SPY, which returned +12.73% annual.
Since May 26, 2021, PVAL has had an average annual return of +16.46%, outperforming the benchmark SPY, which returned +13.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.24% | +24.15% | +19.31% | +18.41% | -2.60% | +11.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.84% | +2.39% | -4.23% | +6.83% | +2.37% | +0.71% | +2.76% | +15.24% | |||||
| 2025 | +4.68% | +0.36% | -2.36% | -3.05% | +4.24% | +4.84% | +1.14% | +3.41% | +1.88% | +1.27% | +3.69% | +2.08% | +24.15% |
| 2024 | +1.36% | +5.27% | +6.51% | -2.51% | +3.70% | +0.81% | +3.06% | +0.99% | +0.76% | -0.79% | +6.24% | -6.81% | +19.31% |
| 2023 | +5.22% | -1.97% | -0.41% | +0.30% | -2.41% | +8.52% | +3.83% | -2.17% | -1.70% | -3.28% | +6.90% | +5.11% | +18.41% |
| 2022 | -3.10% | +0.36% | +3.88% | -7.05% | +3.26% | -9.45% | +7.01% | -0.72% | -8.28% | +11.52% | +7% | -4.59% | -2.60% |
| 2021 | +0.69% | -0.13% | +0.79% | +3.19% | -2.91% | +7.03% | -2.82% | +5.51% | +11.43% |
Drawdown analysis of PVAL (Putnam Focused Large Cap Value ETF)
The maximum drawdown for the PVAL was -16.65%, occurring on Sep 30, 2022. Recovery took 84 trading sessions.
Since May 26, 2021 PVAL has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.65% | Mar 30, 2022 | 127 | Sep 30, 2022 | 84 | Feb 1, 2023 | 211 |
| -15.40% | Nov 29, 2024 | 87 | Apr 8, 2025 | 52 | Jun 24, 2025 | 139 |
| -8.75% | Feb 14, 2023 | 22 | Mar 17, 2023 | 62 | Jun 15, 2023 | 84 |
| -8.67% | Jul 31, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -7.63% | Jan 4, 2022 | 43 | Mar 8, 2022 | 15 | Mar 29, 2022 | 58 |
| -7.22% | Feb 9, 2026 | 34 | Mar 30, 2026 | 13 | Apr 17, 2026 | 47 |
| -6.98% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -5.37% | Nov 24, 2021 | 4 | Dec 1, 2021 | 19 | Dec 29, 2021 | 23 |
| -4.28% | Mar 28, 2024 | 14 | Apr 18, 2024 | 15 | May 9, 2024 | 29 |
| -4.27% | Jun 8, 2021 | 8 | Jun 18, 2021 | 10 | Jul 2, 2021 | 18 |
| -4.17% | Jul 2, 2021 | 10 | Jul 19, 2021 | 11 | Aug 3, 2021 | 21 |
| -3.86% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.83% | Aug 27, 2021 | 15 | Sep 20, 2021 | 18 | Oct 14, 2021 | 33 |
| -3.46% | Jul 23, 2025 | 7 | Aug 1, 2025 | 13 | Aug 20, 2025 | 20 |
| -3.36% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.12% | Oct 6, 2025 | 4 | Oct 10, 2025 | 7 | Oct 21, 2025 | 11 |
| -2.73% | May 21, 2024 | 5 | May 29, 2024 | 17 | Jun 24, 2024 | 22 |
| -2.59% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -2.59% | Oct 14, 2024 | 14 | Nov 1, 2024 | 3 | Nov 6, 2024 | 17 |
| -2.21% | Aug 12, 2021 | 5 | Aug 19, 2021 | 4 | Aug 25, 2021 | 9 |
| -2.09% | Jun 16, 2023 | 4 | Jun 23, 2023 | 4 | Jun 29, 2023 | 8 |
| -1.92% | Jan 2, 2024 | 10 | Jan 17, 2024 | 5 | Jan 24, 2024 | 15 |
| -1.87% | Jul 3, 2023 | 2 | Jul 6, 2023 | 4 | Jul 12, 2023 | 6 |
| -1.79% | Jun 16, 2026 | 7 | Jun 26, 2026 | 5 | Jul 6, 2026 | 12 |
| -1.77% | Jan 15, 2026 | 2 | Jan 20, 2026 | 5 | Jan 27, 2026 | 7 |