PEQUX vs. PGOYX
Compare and contrast key facts about Putnam Focused International Equity Fund (PEQUX) and Putnam Large Cap Growth Y (PGOYX).
PEQUX is managed by Putnam. It was launched on Jul 1, 1994. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
PEQUX vs. PGOYX - Performance Comparison
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PEQUX vs. PGOYX - 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% |
PGOYX Putnam Large Cap Growth Y | -9.67% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 31.29% |
Returns By Period
In the year-to-date period, PEQUX achieves a -1.13% return, which is significantly higher than PGOYX's -9.67% return. Over the past 10 years, PEQUX has underperformed PGOYX with an annualized return of 9.43%, while PGOYX has yielded a comparatively higher 16.81% 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%
PGOYX
- 1D
- 3.70%
- 1M
- -5.89%
- YTD
- -9.67%
- 6M
- -9.44%
- 1Y
- 14.92%
- 3Y*
- 20.52%
- 5Y*
- 11.05%
- 10Y*
- 16.81%
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PEQUX vs. PGOYX - Expense Ratio Comparison
PEQUX has a 1.07% expense ratio, which is higher than PGOYX's 0.65% expense ratio.
Return for Risk
PEQUX vs. PGOYX — Risk / Return Rank
PEQUX
PGOYX
PEQUX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Focused International Equity Fund (PEQUX) and Putnam Large Cap Growth Y (PGOYX). 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 | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 0.71 | +0.97 |
Sortino ratioReturn per unit of downside risk | 2.29 | 1.18 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 0.98 | +1.28 |
Martin ratioReturn relative to average drawdown | 10.40 | 3.34 | +7.05 |
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 | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 0.71 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.51 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.80 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.32 | -0.18 |
Correlation
The correlation between PEQUX and PGOYX is 0.83, 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. PGOYX - Dividend Comparison
PEQUX's dividend yield for the trailing twelve months is around 7.04%, more than PGOYX's 5.79% 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% |
PGOYX Putnam Large Cap Growth Y | 5.79% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
PEQUX vs. PGOYX - Drawdown Comparison
The maximum PEQUX drawdown since its inception was -83.68%, which is greater than PGOYX's maximum drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for PEQUX and PGOYX.
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Drawdown Indicators
| PEQUX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.68% | -76.03% | -7.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.80% | -16.34% | +4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -33.42% | -34.01% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -35.75% | -34.01% | -1.74% |
Current DrawdownCurrent decline from peak | -8.86% | -13.24% | +4.38% |
Average DrawdownAverage peak-to-trough decline | -34.09% | -31.72% | -2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.78% | -2.21% |
Volatility
PEQUX vs. PGOYX - Volatility Comparison
Putnam Focused International Equity Fund (PEQUX) has a higher volatility of 8.18% compared to Putnam Large Cap Growth Y (PGOYX) at 6.88%. This indicates that PEQUX's price experiences larger fluctuations and is considered to be riskier than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQUX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.18% | 6.88% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 12.72% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.43% | 22.41% | -5.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 21.68% | -5.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 21.15% | -4.25% |