PEQSX vs. AUXFX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Auxier Focus Fund (AUXFX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999.
Performance
PEQSX vs. AUXFX - Performance Comparison
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PEQSX vs. AUXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 0.81% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than AUXFX's 1.73% return. Over the past 10 years, PEQSX has outperformed AUXFX with an annualized return of 13.46%, while AUXFX has yielded a comparatively lower 9.60% annualized return.
PEQSX
- 1D
- 2.09%
- 1M
- -4.21%
- YTD
- 0.81%
- 6M
- 6.51%
- 1Y
- 18.74%
- 3Y*
- 18.04%
- 5Y*
- 13.05%
- 10Y*
- 13.46%
AUXFX
- 1D
- 1.45%
- 1M
- -3.79%
- YTD
- 1.73%
- 6M
- 3.90%
- 1Y
- 12.14%
- 3Y*
- 12.45%
- 5Y*
- 8.60%
- 10Y*
- 9.60%
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PEQSX vs. AUXFX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than AUXFX's 0.92% expense ratio.
Return for Risk
PEQSX vs. AUXFX — Risk / Return Rank
PEQSX
AUXFX
PEQSX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Auxier Focus Fund (AUXFX). 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 | AUXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.00 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.45 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.62 | +0.06 |
Martin ratioReturn relative to average drawdown | 7.48 | 6.96 | +0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEQSX | AUXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.00 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.71 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.63 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.57 | +0.24 |
Correlation
The correlation between PEQSX and AUXFX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PEQSX vs. AUXFX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than AUXFX's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.30% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
AUXFX Auxier Focus Fund | 2.79% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
Drawdowns
PEQSX vs. AUXFX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum AUXFX drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for PEQSX and AUXFX.
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Drawdown Indicators
| PEQSX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -39.82% | +3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -8.19% | -3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -15.73% | +0.55% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -33.69% | -2.35% |
Current DrawdownCurrent decline from peak | -5.24% | -3.90% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -4.44% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 1.90% | +0.74% |
Volatility
PEQSX vs. AUXFX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Auxier Focus Fund (AUXFX) at 3.37%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than AUXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.37% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 6.55% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 12.14% | +3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 12.22% | +2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 15.20% | +1.80% |