Putnam Focused International Equity Fund (PEQUX)
The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of companies of any size outside the United States that the adviser believes have favorable investment potential. The fund invests at least 80% of the fund's net assets in equity investments. It may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes.
Fund Info
US7467721020
746772102
Jul 1, 1994
$0
Expense Ratio
PEQUX has a high expense ratio of 1.07%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Putnam Focused International Equity Fund (PEQUX) returned 14.41% year-to-date (YTD) and 12.89% over the past 12 months. Over the past 10 years, PEQUX returned 2.97% annually, underperforming the S&P 500 benchmark at 10.78%.
PEQUX
14.41%
8.95%
15.07%
12.89%
4.07%
2.97%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of PEQUX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.95% | 2.67% | -0.13% | 5.59% | 2.65% | 14.41% | |||||||
| 2024 | 0.14% | 0.21% | 2.73% | -1.26% | 2.76% | -0.26% | 1.38% | 3.63% | 1.31% | -5.80% | 0.13% | -1.14% | 3.53% |
| 2023 | 10.65% | -4.81% | 4.37% | 1.10% | -1.74% | 2.29% | 3.25% | -3.57% | -3.41% | -3.76% | 9.13% | 5.51% | 19.05% |
| 2022 | -2.57% | -4.16% | 1.38% | -7.26% | 1.39% | -8.95% | 4.28% | -5.55% | -12.48% | 3.50% | 17.16% | -3.39% | -18.17% |
| 2021 | -0.42% | 3.37% | 2.29% | 3.33% | 1.20% | 0.33% | -0.66% | 1.34% | -2.50% | 3.58% | -5.75% | -22.86% | -18.33% |
| 2020 | -1.66% | -7.41% | -17.21% | 13.25% | 5.85% | 2.54% | 5.39% | 4.88% | -2.75% | -3.34% | 9.30% | 4.65% | 10.12% |
| 2019 | 8.36% | 3.29% | 1.43% | 3.46% | -5.82% | 5.39% | 1.12% | -1.91% | 2.07% | 1.60% | 2.67% | 2.88% | 26.66% |
| 2018 | 4.70% | -4.49% | -0.06% | 1.27% | 1.63% | -1.85% | 1.95% | 0.86% | -0.43% | -9.58% | 1.22% | -7.65% | -12.63% |
| 2017 | 3.40% | 1.57% | 2.16% | 1.96% | 3.70% | 0.29% | 2.71% | 1.46% | 2.73% | 1.73% | 1.96% | 1.38% | 28.08% |
| 2016 | -6.77% | -2.68% | 5.86% | 1.93% | 1.65% | -2.43% | 4.15% | 0.24% | 0.95% | -2.83% | -0.32% | 1.91% | 1.01% |
| 2015 | -0.79% | 6.26% | -0.45% | 1.35% | 0.59% | -2.28% | 1.28% | -6.24% | -4.67% | 5.65% | -0.31% | -1.58% | -1.89% |
| 2014 | -3.09% | 6.22% | -1.08% | -0.47% | 1.88% | 1.92% | -3.69% | 3.21% | -2.73% | 0.16% | 1.40% | -1.81% | 1.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PEQUX is 71, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Putnam Focused International Equity Fund (PEQUX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Putnam Focused International Equity Fund provided a 3.28% dividend yield over the last twelve months, with an annual payout of $0.55 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.55 | $0.55 | $0.15 | $0.35 | $0.03 | $0.10 | $0.01 | $0.00 | $0.06 | $0.20 | $0.07 | $0.08 |
Dividend yield | 3.28% | 3.75% | 1.01% | 2.79% | 0.19% | 0.53% | 0.05% | 0.00% | 0.35% | 1.59% | 0.56% | 0.59% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.55 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2014 | $0.08 | $0.08 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 84.40%, occurring on Dec 4, 1987. Recovery took 3143 trading sessions.
The current Putnam Focused International Equity Fund drawdown is 17.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.4% | Sep 8, 1987 | 64 | Dec 4, 1987 | 3143 | Dec 22, 1999 | 3207 |
| -77.72% | Feb 17, 1987 | 9 | Feb 27, 1987 | 90 | Jul 3, 1987 | 99 |
| -76.24% | Sep 2, 1986 | 21 | Sep 30, 1986 | 62 | Dec 25, 1986 | 83 |
| -75.66% | Jul 7, 1986 | 7 | Jul 15, 1986 | 34 | Sep 1, 1986 | 41 |
| -75.28% | May 27, 1986 | 4 | May 30, 1986 | 25 | Jul 4, 1986 | 29 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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