PMYYX vs. PEQSX
Compare and contrast key facts about Putnam Multi-Cap Core Fund (PMYYX) and Putnam Large Cap Value Fund Class R6 (PEQSX).
PMYYX is managed by Putnam. It was launched on Sep 24, 2010. PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012.
Performance
PMYYX vs. PEQSX - Performance Comparison
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PMYYX vs. PEQSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | -5.13% | 17.33% | 26.46% | 27.98% | -15.94% | 30.93% | 17.69% | 32.52% | -7.91% | 24.00% |
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% |
Returns By Period
In the year-to-date period, PMYYX achieves a -5.13% return, which is significantly lower than PEQSX's 0.81% return. Over the past 10 years, PMYYX has outperformed PEQSX with an annualized return of 15.02%, while PEQSX has yielded a comparatively lower 13.46% annualized return.
PMYYX
- 1D
- 2.93%
- 1M
- -5.17%
- YTD
- -5.13%
- 6M
- -2.01%
- 1Y
- 16.54%
- 3Y*
- 19.14%
- 5Y*
- 11.88%
- 10Y*
- 15.02%
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%
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PMYYX vs. PEQSX - Expense Ratio Comparison
PMYYX has a 0.71% expense ratio, which is higher than PEQSX's 0.54% expense ratio.
Return for Risk
PMYYX vs. PEQSX — Risk / Return Rank
PMYYX
PEQSX
PMYYX vs. PEQSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Multi-Cap Core Fund (PMYYX) and Putnam Large Cap Value Fund Class R6 (PEQSX). 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.
| PMYYX | PEQSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.21 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.71 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.26 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.68 | -0.25 |
Martin ratioReturn relative to average drawdown | 6.20 | 7.48 | -1.28 |
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
| PMYYX | PEQSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.21 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.90 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.79 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.81 | +0.06 |
Correlation
The correlation between PMYYX and PEQSX is 0.92, 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
PMYYX vs. PEQSX - Dividend Comparison
PMYYX's dividend yield for the trailing twelve months is around 2.91%, less than PEQSX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | 2.91% | 2.76% | 4.47% | 2.62% | 5.26% | 9.25% | 2.41% | 4.76% | 2.36% | 2.71% | 1.21% | 1.26% |
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% |
Drawdowns
PMYYX vs. PEQSX - Drawdown Comparison
The maximum PMYYX drawdown since its inception was -35.25%, roughly equal to the maximum PEQSX drawdown of -36.04%. Use the drawdown chart below to compare losses from any high point for PMYYX and PEQSX.
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Drawdown Indicators
| PMYYX | PEQSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.25% | -36.04% | +0.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -11.76% | -0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -23.52% | -15.18% | -8.34% |
Max Drawdown (10Y)Largest decline over 10 years | -35.25% | -36.04% | +0.79% |
Current DrawdownCurrent decline from peak | -7.38% | -5.24% | -2.14% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -3.24% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.64% | +0.18% |
Volatility
PMYYX vs. PEQSX - Volatility Comparison
Putnam Multi-Cap Core Fund (PMYYX) has a higher volatility of 5.38% compared to Putnam Large Cap Value Fund Class R6 (PEQSX) at 4.33%. This indicates that PMYYX's price experiences larger fluctuations and is considered to be riskier than PEQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMYYX | PEQSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 4.33% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 8.24% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.27% | 15.49% | +2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.83% | 14.53% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 17.00% | +1.39% |