PSIBX: PUTNAM DIVERSIFIED INCOME TRUST CLASS B SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 03/09/1993 |
| Last Dividend Date: | 08/16/2024 |
| 12-Mo. Yield | 2.83% |
| Expenses | 1.76% |
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Performance Analytics (As of 04/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 6.7 | 1.9 | 2.1 | 1.0 | 2.1 | 2.2 | 3.2 | 5.8 | 3.8 | -3.9 | -7.6 | -1.0 | 11.2 | -2.0 | 3.7 | 4.2 | -3.7 | 0.2 | 7.1 | 12.0 | -4.4 | 11.4 | 56.8 | -36.5 | 2.6 | 5.9 | 2.6 | 8.3 | 18.1 | 6.1 | 2.9 | -0.8 | 1.3 | -2.6 | 7.3 | 8.1 | 16.2 | -7.7 | 8.0 |
| Sharpe Ratio | NA | 0.0 | 0.13 | -0.58 | -0.12 | -0.14 | NA | NA | 0.3 | -0.23 | -0.1 | -1.24 | -2.42 | -0.14 | 3.82 | -1.03 | 1.15 | 0.79 | -0.64 | 0.04 | 2.2 | 3.44 | -1.0 | 3.08 | 6.77 | -2.16 | -0.14 | 1.35 | 0.22 | 2.53 | 6.27 | 1.8 | 0.16 | -1.68 | -0.67 | -1.55 | 1.19 | 1.31 | 3.86 | -3.55 | 3.03 |
| Draw Down(%) | NA | 0.0 | 1.1 | 7.7 | 16.8 | 18.3 | NA | NA | 45.8 | 2.3 | 6.0 | 8.2 | 9.7 | 18.3 | 0.9 | 4.9 | 1.8 | 9.0 | 6.4 | 5.5 | 2.8 | 3.4 | 10.1 | 2.0 | 4.8 | 45.8 | 2.9 | 1.4 | 1.9 | 4.2 | 4.0 | 3.8 | 3.9 | 4.7 | 4.5 | 9.0 | 3.6 | 2.9 | 1.4 | 8.9 | 1.2 |
| Standard Deviation(%) | NA | NA | 2.5 | 4.2 | 4.0 | 4.7 | NA | NA | 5.1 | 3.4 | 5.0 | 4.3 | 3.2 | 8.8 | 2.6 | 3.2 | 2.7 | 5.1 | 5.8 | 4.9 | 3.2 | 3.5 | 4.4 | 3.7 | 8.4 | 17.2 | 3.1 | 2.0 | 1.9 | 2.9 | 2.8 | 2.8 | 3.7 | 2.9 | 2.9 | 3.8 | 3.1 | 3.5 | 3.2 | 3.0 | 2.6 |
| Treynor Ratio | NA | NA | 0.01 | -0.06 | -0.01 | -0.04 | NA | NA | 0.07 | -0.02 | -0.01 | -0.24 | 0.35 | -0.02 | -1.44 | 0.11 | -0.07 | -0.07 | 0.04 | 0.0 | -0.24 | -0.24 | 8.27 | 0.37 | 2.38 | -9.36 | -0.03 | 0.06 | 0.01 | 0.15 | 0.46 | 0.17 | 0.02 | -0.12 | -0.04 | -0.16 | 0.1 | 0.08 | 0.28 | -0.27 | 0.18 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | -0.01 | -0.03 | -0.02 | 0.04 | -0.02 | 0.02 | 0.02 | -0.01 | 0.03 | 0.02 | 0.05 | -0.02 | 0.04 | 0.17 | -0.18 | 0.0 | 0.01 | 0.0 | 0.02 | 0.06 | 0.01 | 0.0 | -0.03 | 0.0 | -0.03 | 0.01 | 0.02 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 0.0 | 0.26 | 0.42 | 0.32 | 0.17 | NA | NA | 0.22 | 0.48 | 0.54 | 0.22 | -0.22 | 0.52 | -0.07 | -0.3 | -0.44 | -0.56 | -1.01 | -1.24 | -0.3 | -0.5 | -0.01 | 0.31 | 0.24 | 0.04 | 0.15 | 0.42 | 0.42 | 0.49 | 0.38 | 0.29 | 0.28 | 0.4 | 0.46 | 0.38 | 0.37 | 0.55 | 0.44 | 0.39 | 0.43 |
| RSquared | NA | 0.0 | 0.3 | 0.46 | 0.22 | 0.03 | NA | NA | 0.04 | 0.57 | 0.63 | 0.16 | 0.07 | 0.09 | 0.01 | 0.07 | 0.23 | 0.16 | 0.49 | 0.51 | 0.1 | 0.16 | 0.0 | 0.11 | 0.02 | 0.0 | 0.04 | 0.5 | 0.47 | 0.51 | 0.38 | 0.2 | 0.15 | 0.32 | 0.49 | 0.18 | 0.23 | 0.65 | 0.39 | 0.48 | 0.31 |
| Yield(%) | N/A | 0.0 | 2.8 | 4.2 | 3.7 | 3.5 | 4.0 | 3.9 | N/A | 4.3 | 5.5 | 4.2 | 2.6 | 3.0 | 3.7 | 4.3 | 5.0 | 4.7 | 3.8 | 4.2 | 5.0 | 5.3 | 5.7 | 8.5 | 17.7 | 5.9 | 4.6 | 4.7 | 6.3 | 5.0 | 8.1 | 7.7 | 8.0 | 8.1 | 7.6 | 6.1 | 6.1 | 6.5 | 6.3 | 6.0 | 5.2 |
| Dividend Growth(%) | N/A | -100.0 | -52.2 | 27.3 | -25.7 | -51.3 | N/A | N/A | N/A | -23.1 | 20.9 | 42.7 | -14.4 | -15.1 | -18.3 | -12.8 | 5.8 | 12.5 | -12.4 | -14.1 | -0.5 | -16.1 | -31.2 | -34.2 | 78.4 | 24.5 | -1.5 | -28.1 | 30.7 | -32.9 | 2.9 | -9.2 | -8.9 | -0.1 | 12.9 | 1.2 | -4.3 | 13.3 | -9.3 | 18.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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