PEQSX vs. PSDYX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Putnam Ultra Short Duration Income Fund (PSDYX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. PSDYX is managed by Putnam. It was launched on Oct 17, 2011.
Performance
PEQSX vs. PSDYX - Performance Comparison
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PEQSX vs. PSDYX - 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% |
PSDYX Putnam Ultra Short Duration Income Fund | 0.38% | 4.99% | 5.25% | 4.78% | 0.61% | 0.07% | 1.50% | 2.86% | 1.95% | 1.40% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly higher than PSDYX's 0.38% return. Over the past 10 years, PEQSX has outperformed PSDYX with an annualized return of 13.46%, while PSDYX has yielded a comparatively lower 2.45% 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%
PSDYX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.38%
- 6M
- 1.42%
- 1Y
- 4.05%
- 3Y*
- 4.71%
- 5Y*
- 3.19%
- 10Y*
- 2.45%
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PEQSX vs. PSDYX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than PSDYX's 0.30% expense ratio.
Return for Risk
PEQSX vs. PSDYX — Risk / Return Rank
PEQSX
PSDYX
PEQSX vs. PSDYX - 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 Ultra Short Duration Income Fund (PSDYX). 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 | PSDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 2.88 | -1.67 |
Sortino ratioReturn per unit of downside risk | 1.71 | 8.25 | -6.54 |
Omega ratioGain probability vs. loss probability | 1.26 | 2.68 | -1.42 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 9.02 | -7.35 |
Martin ratioReturn relative to average drawdown | 7.48 | 35.56 | -28.09 |
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 | PSDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 2.88 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 2.52 | -1.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 2.37 | -1.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 2.15 | -1.34 |
Correlation
The correlation between PEQSX and PSDYX is 0.00, 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. PSDYX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than PSDYX's 4.17% 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% |
PSDYX Putnam Ultra Short Duration Income Fund | 4.17% | 4.65% | 4.81% | 3.65% | 1.30% | 0.37% | 1.09% | 2.51% | 2.23% | 1.29% | 0.88% | 0.57% |
Drawdowns
PEQSX vs. PSDYX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, which is greater than PSDYX's maximum drawdown of -2.58%. Use the drawdown chart below to compare losses from any high point for PEQSX and PSDYX.
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Drawdown Indicators
| PEQSX | PSDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -2.58% | -33.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -0.49% | -11.27% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -0.80% | -14.38% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -2.58% | -33.46% |
Current DrawdownCurrent decline from peak | -5.24% | -0.39% | -4.85% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -0.07% | -3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 0.12% | +2.52% |
Volatility
PEQSX vs. PSDYX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Putnam Ultra Short Duration Income Fund (PSDYX) at 0.22%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than PSDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | PSDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 0.22% | +4.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 0.97% | +7.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 1.45% | +14.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 1.27% | +13.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 1.04% | +15.96% |