PEQSX vs. TOWFX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Towpath Focus Fund (TOWFX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. TOWFX is managed by Oelschlager Investments. It was launched on Dec 31, 2019.
Performance
PEQSX vs. TOWFX - Performance Comparison
Loading graphics...
PEQSX vs. TOWFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | -1.25% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% |
TOWFX Towpath Focus Fund | 2.10% | 23.51% | 13.22% | 12.33% | -2.06% | 26.52% | 19.46% |
Returns By Period
In the year-to-date period, PEQSX achieves a -1.25% return, which is significantly lower than TOWFX's 2.10% return.
PEQSX
- 1D
- -0.13%
- 1M
- -6.31%
- YTD
- -1.25%
- 6M
- 4.76%
- 1Y
- 16.21%
- 3Y*
- 17.23%
- 5Y*
- 12.79%
- 10Y*
- 13.22%
TOWFX
- 1D
- 0.15%
- 1M
- -4.47%
- YTD
- 2.10%
- 6M
- 9.07%
- 1Y
- 20.28%
- 3Y*
- 17.02%
- 5Y*
- 11.64%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PEQSX vs. TOWFX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is lower than TOWFX's 1.11% expense ratio.
Return for Risk
PEQSX vs. TOWFX — Risk / Return Rank
PEQSX
TOWFX
PEQSX vs. TOWFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Towpath Focus Fund (TOWFX). 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 | TOWFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.76 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.42 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.07 | -0.72 |
Martin ratioReturn relative to average drawdown | 6.04 | 10.75 | -4.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PEQSX | TOWFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.76 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.01 | +0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.02 | +0.79 |
Correlation
The correlation between PEQSX and TOWFX is 0.90, 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. TOWFX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.41%, more than TOWFX's 1.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.41% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
TOWFX Towpath Focus Fund | 1.79% | 1.82% | 1.49% | 2.81% | 2.05% | 5.69% | 5.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PEQSX vs. TOWFX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum TOWFX drawdown of -96.18%. Use the drawdown chart below to compare losses from any high point for PEQSX and TOWFX.
Loading graphics...
Drawdown Indicators
| PEQSX | TOWFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -96.18% | +60.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -9.39% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -96.18% | +81.00% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | — | — |
Current DrawdownCurrent decline from peak | -7.18% | -94.95% | +87.77% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -21.04% | +17.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 1.81% | +0.81% |
Volatility
PEQSX vs. TOWFX - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 3.62% compared to Towpath Focus Fund (TOWFX) at 2.60%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than TOWFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PEQSX | TOWFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 2.60% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 6.60% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 11.95% | +3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 1,084.26% | -1,069.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 971.53% | -954.54% |