PEQUX vs. IVFIX
Compare and contrast key facts about Putnam Focused International Equity Fund (PEQUX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
PEQUX is managed by Putnam. It was launched on Jul 1, 1994. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
PEQUX vs. IVFIX - Performance Comparison
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PEQUX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQUX Putnam Focused International Equity Fund | -1.13% | 36.14% | 3.56% | 19.05% | -18.17% | 10.46% | 10.12% | 26.66% | -12.63% | 28.08% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 6.75% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
Returns By Period
In the year-to-date period, PEQUX achieves a -1.13% return, which is significantly lower than IVFIX's 6.75% return. Over the past 10 years, PEQUX has outperformed IVFIX with an annualized return of 9.43%, while IVFIX has yielded a comparatively lower 7.22% annualized return.
PEQUX
- 1D
- 3.33%
- 1M
- -7.57%
- YTD
- -1.13%
- 6M
- 3.38%
- 1Y
- 27.18%
- 3Y*
- 14.71%
- 5Y*
- 7.09%
- 10Y*
- 9.43%
IVFIX
- 1D
- 1.46%
- 1M
- -4.48%
- YTD
- 6.75%
- 6M
- 11.60%
- 1Y
- 24.65%
- 3Y*
- 14.44%
- 5Y*
- 10.48%
- 10Y*
- 7.22%
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PEQUX vs. IVFIX - Expense Ratio Comparison
PEQUX has a 1.07% expense ratio, which is higher than IVFIX's 0.86% expense ratio.
Return for Risk
PEQUX vs. IVFIX — Risk / Return Rank
PEQUX
IVFIX
PEQUX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Focused International Equity Fund (PEQUX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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.
| PEQUX | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 2.12 | -0.44 |
Sortino ratioReturn per unit of downside risk | 2.29 | 2.75 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.43 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 4.40 | -2.14 |
Martin ratioReturn relative to average drawdown | 10.40 | 18.54 | -8.14 |
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
| PEQUX | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 2.12 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.84 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.50 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.22 | -0.07 |
Correlation
The correlation between PEQUX and IVFIX is 0.77, 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
PEQUX vs. IVFIX - Dividend Comparison
PEQUX's dividend yield for the trailing twelve months is around 7.04%, more than IVFIX's 3.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQUX Putnam Focused International Equity Fund | 7.04% | 6.96% | 3.75% | 1.01% | 2.79% | 34.47% | 0.53% | 0.05% | 0.00% | 0.35% | 1.59% | 0.56% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.09% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
PEQUX vs. IVFIX - Drawdown Comparison
The maximum PEQUX drawdown since its inception was -83.68%, which is greater than IVFIX's maximum drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for PEQUX and IVFIX.
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Drawdown Indicators
| PEQUX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.68% | -51.49% | -32.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.80% | -8.47% | -3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -33.42% | -21.29% | -12.13% |
Max Drawdown (10Y)Largest decline over 10 years | -35.75% | -33.46% | -2.29% |
Current DrawdownCurrent decline from peak | -8.86% | -5.22% | -3.64% |
Average DrawdownAverage peak-to-trough decline | -34.09% | -11.69% | -22.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.01% | +0.56% |
Volatility
PEQUX vs. IVFIX - Volatility Comparison
Putnam Focused International Equity Fund (PEQUX) has a higher volatility of 8.18% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.59%. This indicates that PEQUX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQUX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.18% | 4.59% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 8.19% | +3.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.43% | 14.67% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 12.97% | +2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 14.74% | +2.16% |