POVSX vs. AEPGX
POVSX (Putnam International Equity Fund) and AEPGX (EUPAC Fund Class A) are both Foreign Large Cap Equities funds. Over the past 10 years, POVSX returned 9.65%/yr vs 8.22%/yr for AEPGX. Their correlation of 0.90 means they have usually moved in the same direction. POVSX charges 1.25%/yr vs 0.83%/yr for AEPGX.
Performance
POVSX vs. AEPGX - Performance Comparison
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Returns By Period
In the year-to-date period, POVSX achieves a 12.22% return, which is significantly higher than AEPGX's 9.92% return. Over the past 10 years, POVSX has outperformed AEPGX with an annualized return of 9.65%, while AEPGX has yielded a comparatively lower 8.22% annualized return.
POVSX
- 1D
- 0.41%
- 1M
- -0.03%
- 6M
- 4.34%
- YTD
- 12.22%
- 1Y
- 24.90%
- 3Y*
- 19.08%
- 5Y*
- 9.64%
- 10Y*
- 9.65%
- ALL TIME*
- 7.70%
AEPGX
- 1D
- -0.16%
- 1M
- -0.32%
- 6M
- 4.04%
- YTD
- 9.92%
- 1Y
- 22.87%
- 3Y*
- 14.49%
- 5Y*
- 4.49%
- 10Y*
- 8.22%
- ALL TIME*
- 8.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AEPGX EUPAC Fund Class A | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
POVSX vs. AEPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POVSX Putnam International Equity Fund | 12.22% | 37.27% | 3.57% | 18.65% | -14.84% | 8.95% | 11.78% | 25.50% | -19.46% | 26.47% |
AEPGX EUPAC Fund Class A | 9.92% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
Correlation
The correlation between POVSX and AEPGX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 1991 | 0.90 |
The correlation between POVSX and AEPGX has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.
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Return for Risk
POVSX vs. AEPGX — Risk / Return Rank
POVSX
AEPGX
POVSX vs. AEPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam International Equity Fund (POVSX) and EUPAC Fund Class A (AEPGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POVSX | AEPGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.99 | +0.24 |
| Martin ratioReturn relative to average drawdown | 8.29 | 7.02 | +1.27 |
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Drawdowns
POVSX vs. AEPGX - Drawdown Comparison
The maximum POVSX drawdown since its inception was -62.97%, which is greater than AEPGX's maximum drawdown of -53.98%. Use the drawdown chart below to compare losses from any high point for POVSX and AEPGX.
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Drawdown Indicators
| POVSX | AEPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.97% | -53.98% | -8.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -12.56% | +0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -13.36% | -15.75% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -31.24% | -37.53% | +6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -36.58% | -38.50% | +1.92% |
Current DrawdownCurrent decline from peak | -1.15% | -3.07% | +1.92% |
Average DrawdownAverage peak-to-trough decline | -14.33% | -11.43% | -2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.55% | -0.28% |
Volatility
POVSX vs. AEPGX - Volatility Comparison
The current volatility for Putnam International Equity Fund (POVSX) is 4.37%, while EUPAC Fund Class A (AEPGX) has a volatility of 5.68%. This indicates that POVSX experiences smaller price fluctuations and is considered to be less risky than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POVSX | AEPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 5.68% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 15.18% | -1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 17.35% | -0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 17.00% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 16.89% | -0.25% |
POVSX vs. AEPGX - Expense Ratio Comparison
POVSX has a 1.25% expense ratio, which is higher than AEPGX's 0.83% expense ratio.
Dividends
POVSX vs. AEPGX - Dividend Comparison
POVSX's dividend yield for the trailing twelve months is around 9.45%, less than AEPGX's 16.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX EUPAC Fund Class A | 16.46% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
POVSX Putnam International Equity Fund | 9.45% | 10.60% | 5.33% | 1.88% | 0.00% | 14.17% | 2.56% | 1.58% | 6.42% | 0.32% | 3.09% | 2.70% |
Frequently Asked Questions
POVSX and AEPGX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AEPGX has higher volatility (5.68%) compared to POVSX (4.37%). In terms of maximum drawdown, POVSX dropped -62.97% vs AEPGX's -53.98%.
POVSX currently has the higher Sharpe Ratio (1.64 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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