PEQSX vs. HDCTX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Rational Equity Armor Fund (HDCTX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
PEQSX vs. HDCTX - Performance Comparison
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PEQSX vs. HDCTX - 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% |
HDCTX Rational Equity Armor Fund | -1.36% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly higher than HDCTX's -1.36% return. Over the past 10 years, PEQSX has outperformed HDCTX with an annualized return of 13.46%, while HDCTX has yielded a comparatively lower 4.46% 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%
HDCTX
- 1D
- 0.95%
- 1M
- -3.07%
- YTD
- -1.36%
- 6M
- -1.82%
- 1Y
- 12.88%
- 3Y*
- 11.04%
- 5Y*
- 5.16%
- 10Y*
- 4.46%
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PEQSX vs. HDCTX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
PEQSX vs. HDCTX — Risk / Return Rank
PEQSX
HDCTX
PEQSX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Rational Equity Armor Fund (HDCTX). 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 | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.20 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.75 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.96 | -0.28 |
Martin ratioReturn relative to average drawdown | 7.48 | 5.25 | +2.23 |
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 | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.20 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.49 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.39 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.36 | +0.45 |
Correlation
The correlation between PEQSX and HDCTX is 0.78, 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. HDCTX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than HDCTX's 0.12% 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% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
PEQSX vs. HDCTX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum HDCTX drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for PEQSX and HDCTX.
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Drawdown Indicators
| PEQSX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -59.05% | +23.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -6.95% | -4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -18.22% | +3.04% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -19.43% | -16.61% |
Current DrawdownCurrent decline from peak | -5.24% | -6.07% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -6.45% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.59% | +0.05% |
Volatility
PEQSX vs. HDCTX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Rational Equity Armor Fund (HDCTX) at 2.15%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 2.15% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 6.30% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 11.06% | +4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 10.49% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 11.44% | +5.56% |