PEQSX vs. PNOPX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Sustainable Leaders Fund (PNOPX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. PNOPX is managed by Putnam. It was launched on Aug 31, 1990.
Performance
PEQSX vs. PNOPX - Performance Comparison
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PEQSX vs. PNOPX - 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% |
PNOPX Putnam Sustainable Leaders Fund | -9.32% | 10.93% | 22.97% | 26.23% | -22.86% | 23.44% | 28.57% | 35.86% | -0.90% | 29.07% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly higher than PNOPX's -9.32% return. Both investments have delivered pretty close results over the past 10 years, with PEQSX having a 13.46% annualized return and PNOPX not far ahead at 13.72%.
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%
PNOPX
- 1D
- 2.73%
- 1M
- -5.88%
- YTD
- -9.32%
- 6M
- -6.62%
- 1Y
- 8.72%
- 3Y*
- 13.65%
- 5Y*
- 6.84%
- 10Y*
- 13.72%
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PEQSX vs. PNOPX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than PNOPX's 0.99% expense ratio.
Return for Risk
PEQSX vs. PNOPX — Risk / Return Rank
PEQSX
PNOPX
PEQSX vs. PNOPX - 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 Sustainable Leaders Fund (PNOPX). 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 | PNOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.50 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.71 | 0.84 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.12 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 0.74 | +0.94 |
Martin ratioReturn relative to average drawdown | 7.48 | 2.63 | +4.85 |
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 | PNOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.50 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.40 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.76 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.53 | +0.28 |
Correlation
The correlation between PEQSX and PNOPX is 0.84, 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. PNOPX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, less than PNOPX's 12.37% 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% |
PNOPX Putnam Sustainable Leaders Fund | 12.37% | 11.22% | 9.25% | 2.96% | 8.38% | 11.69% | 7.41% | 7.14% | 20.24% | 4.91% | 0.00% | 12.64% |
Drawdowns
PEQSX vs. PNOPX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum PNOPX drawdown of -74.15%. Use the drawdown chart below to compare losses from any high point for PEQSX and PNOPX.
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Drawdown Indicators
| PEQSX | PNOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -74.15% | +38.11% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -13.06% | +1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -29.13% | +13.95% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -30.29% | -5.75% |
Current DrawdownCurrent decline from peak | -5.24% | -10.69% | +5.45% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -24.14% | +20.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 3.66% | -1.02% |
Volatility
PEQSX vs. PNOPX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 4.33%, while Putnam Sustainable Leaders Fund (PNOPX) has a volatility of 5.34%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than PNOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | PNOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 5.34% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 9.55% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 18.23% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 17.35% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 18.13% | -1.13% |