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PSDTX: Putnam Short Duration Income Fd Cl A (MUTUAL FUND)
Basic Info
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 08/30/2012 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.49% |
| Expenses | 0.55% |
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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 | Since 08/31/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.6 | 4.9 | 4.9 | 2.9 | 2.2 | 1.9 | 5.2 | 6.0 | 1.2 | -0.0 | 1.4 | 2.8 | 1.6 | 1.3 | 0.9 | 0.3 | 0.5 | 0.6 | 0.4 |
| Sharpe Ratio | NA | 0.23 | 1.09 | 1.09 | 0.77 | 0.83 | 0.87 | -0.91 | 1.07 | -0.2 | -0.15 | 0.99 | 1.88 | 0.48 | 1.62 | 1.88 | 1.04 | 1.6 | 1.38 | 2.69 |
| Draw Down(%) | NA | 0.4 | 0.4 | 0.5 | 0.7 | 2.6 | 2.6 | 0.2 | 0.5 | 0.6 | 0.2 | 2.6 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 |
| Standard Deviation(%) | NA | 1.4 | 1.5 | 1.5 | 1.2 | 1.0 | 0.9 | 1.6 | 1.6 | 0.8 | 0.3 | 1.2 | 0.7 | 0.6 | 0.4 | 0.4 | 0.2 | 0.3 | 0.4 | 0.4 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.06 | 0.04 | 0.04 | 0.04 | -0.04 | 0.07 | -0.02 | 0.41 | 0.31 | 0.07 | 0.01 | 0.07 | 0.15 | 0.11 | 0.09 | 0.05 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.33 | 0.37 | 0.26 | 0.24 | 0.21 | 0.2 | 0.36 | 0.25 | 0.09 | 0.0 | 0.04 | 0.2 | 0.21 | 0.1 | 0.05 | 0.02 | 0.06 | 0.11 | 0.09 |
| RSquared | NA | 0.41 | 0.38 | 0.29 | 0.26 | 0.19 | 0.18 | 0.35 | 0.31 | 0.11 | 0.0 | 0.0 | 0.24 | 0.17 | 0.06 | 0.03 | 0.02 | 0.04 | 0.07 | 0.07 |
| Yield(%) | N/A | 1.5 | 4.5 | 4.3 | 2.7 | 2.1 | N/A | 5.1 | 4.8 | 1.7 | 0.3 | 1.0 | 2.4 | 1.9 | 1.2 | 0.7 | 0.5 | 0.5 | 0.6 | 0.3 |
| Dividend Growth(%) | N/A | -69.8 | -12.0 | 366.3 | 90.0 | N/A | N/A | 7.5 | 189.8 | 472.4 | -71.0 | -59.0 | 27.6 | 59.2 | 66.8 | 50.0 | -5.9 | -15.0 | 130.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2012
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See ULTRASHORT BOND Asset Class Trend Rankings |
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