Putnam Focused International Equity Fund (PEQUX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Putnam Focused International Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Putnam Focused International Equity Fund (PEQUX) has returned -4.32% so far this year and 23.40% over the past 12 months. Over the last ten years, PEQUX has returned 9.07% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 1986, PEQUX's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, your investment would double in approximately 10.3 years.

Historically, 63% of months were positive and 37% were negative. The best month was Dec 1997 with a return of +39.3%, while the worst month was Oct 1989 at -76.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PEQUX closed higher 51% of trading days. The best single day was Dec 24, 1997 with a return of +36.9%, while the worst single day was Oct 30, 1989 at -75.0%.

Putnam Focused International Equity Fund has an annualized alpha of -1.43%, beta of 0.79, and R² of 0.40 versus S&P 500 Index. Calculated based on daily prices since January 03, 1986.

• This fund participated in 110.90% of S&P 500 Index downside but only 85.62% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.40 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

PEQUX has a high expense ratio of 1.07%, indicating above-average management fees.

PEQUX ranks 77 for risk / return — better than 77% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Putnam Focused International Equity Fund (PEQUX) and compare them to a chosen benchmark (S&P 500 Index).

Putnam Focused International Equity Fund provided a 7.28% dividend yield over the last twelve months, with an annual payout of $1.29 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Putnam Focused International Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Putnam Focused International Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Putnam Focused International Equity Fund was 83.68%, occurring on Jan 23, 1995. Recovery took 4764 trading sessions.

The current Putnam Focused International Equity Fund drawdown is 11.80%.

The chart below shows the rolling one-month volatility.