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PDINX: PUTNAM DIVERSIFIED INCOME TRUST CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 11/14/1988 |
| Last Dividend Date: | 05/27/2025 |
| 12-Mo. Yield | 6.23% |
| Expenses | 1.76% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/20/1989 |
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 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 4.2 | -2.2 | 1.3 | 0.2 | 1.0 | 2.3 | 2.6 | 4.9 | -4.3 | 4.5 | -3.3 | -6.9 | -0.2 | 12.3 | -1.4 | 4.4 | 5.1 | -2.9 | 1.0 | 7.8 | 12.7 | -3.6 | 13.2 | 58.0 | -36.1 | 3.4 | 6.8 | 3.3 | 9.1 | 19.0 | 7.0 | 3.7 | -0.2 | 2.1 | -1.9 | 8.1 | 8.8 | 18.9 | -5.4 | 15.9 | 12.3 | 23.6 | 5.2 | 5.1 | 1.4 |
| Sharpe Ratio | NA | 1.82 | -0.48 | -0.26 | -0.3 | -0.07 | NA | NA | 0.55 | -0.69 | 0.18 | -1.14 | -2.33 | -0.06 | 3.72 | -0.82 | 1.37 | 0.94 | -0.52 | 0.19 | 2.37 | 3.71 | -0.83 | 3.63 | 6.85 | -2.15 | 0.09 | 1.75 | 0.5 | 2.87 | 6.52 | 2.07 | 0.37 | -1.54 | -0.45 | -1.4 | 1.4 | 1.49 | 4.68 | -2.83 | 5.42 | 3.36 | 6.01 | -0.08 | -0.32 | 1.88 |
| Draw Down(%) | NA | 1.6 | 11.3 | 11.3 | 15.3 | 18.3 | NA | NA | 45.5 | 11.0 | 5.6 | 7.6 | 9.2 | 18.3 | 0.9 | 4.5 | 1.7 | 8.8 | 5.8 | 5.5 | 2.7 | 3.1 | 9.7 | 2.1 | 4.9 | 45.5 | 2.7 | 1.2 | 1.9 | 4.2 | 3.9 | 3.5 | 3.6 | 4.5 | 4.3 | 8.8 | 3.4 | 2.8 | 1.3 | 7.0 | 1.1 | 1.6 | 1.6 | 4.2 | 2.3 | 0.6 |
| Standard Deviation(%) | NA | 3.5 | 11.3 | 7.6 | 6.2 | 5.9 | NA | NA | 5.2 | 11.4 | 5.0 | 4.1 | 3.0 | 8.9 | 2.9 | 3.4 | 2.8 | 5.2 | 5.7 | 4.9 | 3.3 | 3.4 | 4.4 | 3.6 | 8.4 | 17.2 | 3.1 | 1.9 | 2.0 | 2.8 | 2.8 | 2.8 | 3.4 | 2.8 | 2.9 | 3.8 | 3.2 | 3.4 | 3.2 | 3.0 | 2.5 | 2.9 | 3.3 | 4.0 | 2.7 | 2.9 |
| Treynor Ratio | NA | 0.12 | -0.07 | -0.04 | -0.04 | -0.02 | NA | NA | 0.12 | -0.09 | 0.02 | -0.21 | 0.31 | -0.01 | -1.59 | 0.1 | -0.1 | -0.09 | 0.03 | -0.01 | -0.23 | -0.26 | 2.02 | 0.41 | 2.21 | -12.46 | 0.01 | 0.08 | 0.02 | 0.17 | 0.5 | 0.2 | 0.04 | -0.11 | -0.03 | -0.14 | 0.12 | 0.09 | 0.35 | -0.22 | 0.35 | 0.27 | 0.43 | -0.01 | -0.07 | 0.36 |
| Alpha | NA | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | 0.0 | 0.0 | -0.03 | -0.01 | 0.04 | -0.01 | 0.02 | 0.02 | -0.01 | 0.03 | 0.03 | 0.06 | -0.01 | 0.04 | 0.18 | -0.18 | 0.0 | 0.01 | 0.0 | 0.03 | 0.06 | 0.02 | 0.0 | -0.03 | 0.0 | -0.03 | 0.01 | 0.02 | 0.03 | -0.03 | 0.04 | 0.03 | 0.05 | -0.01 | -0.01 | 0.02 |
| Beta | NA | 0.52 | 0.78 | 0.56 | 0.41 | 0.25 | NA | NA | 0.25 | 0.85 | 0.53 | 0.23 | -0.22 | 0.5 | -0.07 | -0.29 | -0.4 | -0.57 | -1.0 | -1.25 | -0.35 | -0.5 | -0.02 | 0.32 | 0.26 | 0.03 | 0.19 | 0.41 | 0.41 | 0.48 | 0.36 | 0.29 | 0.29 | 0.39 | 0.46 | 0.38 | 0.37 | 0.56 | 0.43 | 0.38 | 0.39 | 0.37 | 0.46 | 0.46 | 0.12 | 0.15 |
| RSquared | NA | 0.68 | 0.15 | 0.26 | 0.16 | 0.05 | NA | NA | 0.05 | 0.18 | 0.61 | 0.18 | 0.08 | 0.08 | 0.01 | 0.06 | 0.18 | 0.15 | 0.49 | 0.51 | 0.13 | 0.16 | 0.0 | 0.13 | 0.02 | 0.0 | 0.06 | 0.49 | 0.45 | 0.5 | 0.35 | 0.19 | 0.19 | 0.32 | 0.5 | 0.18 | 0.23 | 0.68 | 0.38 | 0.46 | 0.28 | 0.27 | 0.32 | 0.28 | 0.05 | 0.06 |
| Yield(%) | N/A | 2.7 | 6.2 | 6.1 | 4.7 | 4.4 | 4.7 | 4.5 | N/A | 7.3 | 6.2 | 4.9 | 3.3 | 3.6 | 4.5 | 5.0 | 5.6 | 5.3 | 4.5 | 4.9 | 5.7 | 6.0 | 6.4 | 10.0 | 18.5 | 6.5 | 5.3 | 5.4 | 7.0 | 5.7 | 8.9 | 8.3 | 8.8 | 8.8 | 8.3 | 6.8 | 6.9 | 7.2 | 8.5 | 8.3 | 8.8 | 11.8 | 11.1 | 11.6 | 10.6 | 1.8 |
| Dividend Growth(%) | N/A | -66.4 | -9.6 | 45.5 | -11.8 | -45.5 | -52.7 | N/A | N/A | 14.5 | 16.6 | 32.0 | -10.9 | -13.8 | -16.1 | -10.6 | 5.6 | 8.7 | -11.3 | -12.4 | 0.0 | -14.6 | -34.3 | -26.0 | 67.4 | 19.7 | -1.1 | -25.5 | 26.7 | -29.3 | 4.5 | -10.4 | -8.6 | -0.9 | 10.9 | 0.9 | -3.7 | -7.6 | -11.3 | 0.0 | -25.3 | 18.1 | -10.4 | 2.5 | 495.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/1989
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