PEQSX vs. ACTIX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Advisors Capital Tactical Fixed Income Fund (ACTIX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. ACTIX is managed by American Century. It was launched on Feb 1, 2021.
Performance
PEQSX vs. ACTIX - Performance Comparison
Loading graphics...
PEQSX vs. ACTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | -1.25% | 20.49% | 19.41% | 15.45% | -2.74% | 15.77% |
ACTIX Advisors Capital Tactical Fixed Income Fund | -1.36% | 6.08% | 3.07% | 5.97% | -9.94% | 0.75% |
Returns By Period
In the year-to-date period, PEQSX achieves a -1.25% return, which is significantly higher than ACTIX's -1.36% return.
PEQSX
- 1D
- -0.13%
- 1M
- -6.31%
- YTD
- -1.25%
- 6M
- 4.76%
- 1Y
- 16.21%
- 3Y*
- 17.23%
- 5Y*
- 12.79%
- 10Y*
- 13.22%
ACTIX
- 1D
- 0.43%
- 1M
- -2.39%
- YTD
- -1.36%
- 6M
- -0.92%
- 1Y
- 3.08%
- 3Y*
- 3.94%
- 5Y*
- 0.71%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PEQSX vs. ACTIX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than ACTIX's 2.09% expense ratio.
Return for Risk
PEQSX vs. ACTIX — Risk / Return Rank
PEQSX
ACTIX
PEQSX vs. ACTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PEQSX | ACTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.69 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.60 | 0.97 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.14 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.11 | +0.23 |
Martin ratioReturn relative to average drawdown | 6.04 | 4.03 | +2.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PEQSX | ACTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.69 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.00 | +0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.00 | +0.80 |
Correlation
The correlation between PEQSX and ACTIX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PEQSX vs. ACTIX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.41%, more than ACTIX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.41% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
ACTIX Advisors Capital Tactical Fixed Income Fund | 3.13% | 3.09% | 3.18% | 2.44% | 1.10% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PEQSX vs. ACTIX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum ACTIX drawdown of -96.41%. Use the drawdown chart below to compare losses from any high point for PEQSX and ACTIX.
Loading graphics...
Drawdown Indicators
| PEQSX | ACTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -96.41% | +60.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -3.07% | -8.69% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -96.41% | +81.23% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | — | — |
Current DrawdownCurrent decline from peak | -7.18% | -96.20% | +89.02% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -27.55% | +24.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 0.85% | +1.77% |
Volatility
PEQSX vs. ACTIX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 3.62% compared to Advisors Capital Tactical Fixed Income Fund (ACTIX) at 1.82%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than ACTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PEQSX | ACTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 1.82% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 2.51% | +5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 4.68% | +10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 1,202.55% | -1,188.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 1,201.12% | -1,184.13% |