PEQSX vs. PGTYX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Global Technology Fund (PGTYX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. PGTYX is managed by Putnam. It was launched on Dec 17, 2008.
Performance
PEQSX vs. PGTYX - Performance Comparison
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PEQSX vs. PGTYX - 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% |
PGTYX Putnam Global Technology Fund | -3.79% | 23.31% | 27.88% | 53.82% | -32.30% | 11.72% | 70.92% | 47.50% | -6.72% | 47.05% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly higher than PGTYX's -3.79% return. Over the past 10 years, PEQSX has underperformed PGTYX with an annualized return of 13.46%, while PGTYX has yielded a comparatively higher 21.36% 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%
PGTYX
- 1D
- 4.59%
- 1M
- -4.99%
- YTD
- -3.79%
- 6M
- -4.08%
- 1Y
- 35.25%
- 3Y*
- 23.60%
- 5Y*
- 10.79%
- 10Y*
- 21.36%
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PEQSX vs. PGTYX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than PGTYX's 0.62% expense ratio.
Return for Risk
PEQSX vs. PGTYX — Risk / Return Rank
PEQSX
PGTYX
PEQSX vs. PGTYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Global Technology Fund (PGTYX). 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 | PGTYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.31 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.90 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 2.50 | -0.82 |
Martin ratioReturn relative to average drawdown | 7.48 | 7.91 | -0.44 |
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 | PGTYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.31 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.44 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.90 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.85 | -0.04 |
Correlation
The correlation between PEQSX and PGTYX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PEQSX vs. PGTYX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, less than PGTYX's 11.26% 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% |
PGTYX Putnam Global Technology Fund | 11.26% | 10.83% | 6.40% | 0.57% | 1.71% | 21.15% | 13.60% | 2.63% | 9.44% | 6.75% | 1.01% | 4.56% |
Drawdowns
PEQSX vs. PGTYX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum PGTYX drawdown of -42.09%. Use the drawdown chart below to compare losses from any high point for PEQSX and PGTYX.
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Drawdown Indicators
| PEQSX | PGTYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -42.09% | +6.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -14.51% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -42.09% | +26.91% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -42.09% | +6.05% |
Current DrawdownCurrent decline from peak | -5.24% | -9.61% | +4.37% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -6.66% | +3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 4.58% | -1.94% |
Volatility
PEQSX vs. PGTYX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 4.33%, while Putnam Global Technology Fund (PGTYX) has a volatility of 9.40%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than PGTYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | PGTYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 9.40% | -5.07% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 17.20% | -8.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 28.33% | -12.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 24.75% | -10.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 23.91% | -6.91% |