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PSDYX: Putnam Short Duration Income Fd Cl Y (MUTUAL FUND)
Basic Info 10.09 0(0.0%) April 19
Asset Class: | ULTRASHORT BOND |
MyPlanIQ Rating: | (20%) |
Start Date: | 07/30/2012 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.77% |
Expenses | 0.55% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/06/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.2 | 6.0 | 2.8 | 2.4 | 1.8 | 1.6 | 6.1 | 1.2 | 0.1 | 1.5 | 2.9 | 1.7 | 1.4 | 1.0 | 0.4 | 0.5 | 0.8 | 0.5 |
Sharpe Ratio | NA | 0.46 | 1.32 | 0.48 | 0.73 | 0.85 | 0.92 | 1.11 | -0.28 | 0.18 | 1.07 | 1.95 | 0.61 | 1.82 | 2.36 | 1.86 | 1.07 | 1.82 | 1.84 |
Draw Down(%) | NA | 0.2 | 0.2 | 0.6 | 2.6 | 2.6 | 2.6 | 0.5 | 0.5 | 0.2 | 2.6 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 |
Standard Deviation(%) | NA | 1.6 | 1.6 | 1.2 | 1.1 | 0.9 | 0.8 | 1.7 | 0.8 | 0.3 | 1.2 | 0.7 | 0.7 | 0.4 | 0.3 | 0.2 | 0.5 | 0.4 | 0.7 |
Treynor Ratio | NA | 0.02 | 0.07 | 0.03 | 0.04 | 0.04 | 0.04 | 0.07 | -0.02 | 0.01 | 0.15 | 0.07 | 0.02 | 0.06 | 0.52 | 0.23 | 0.1 | 0.06 | 0.06 |
Alpha | NA | 0.01 | 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 | 0.31 | 0.2 | 0.19 | 0.17 | 0.17 | 0.25 | 0.11 | 0.08 | 0.08 | 0.2 | 0.22 | 0.13 | 0.02 | 0.02 | 0.05 | 0.12 | 0.21 |
RSquared | NA | 0.34 | 0.32 | 0.24 | 0.18 | 0.15 | 0.14 | 0.29 | 0.14 | 0.07 | 0.01 | 0.23 | 0.17 | 0.1 | 0.0 | 0.01 | 0.01 | 0.08 | 0.06 |
Yield(%) | N/A | 1.4 | 5.1 | 2.6 | 2.1 | 1.6 | N/A | 4.8 | 1.6 | 0.0 | 1.0 | 2.4 | 2.0 | 1.2 | 1.1 | 0.2 | 0.1 | 0.5 | 0.3 |
Dividend Growth(%) | N/A | -70.8 | 88.9 | 56.0 | 103.8 | N/A | N/A | 200.0 | N/A | -100.0 | -58.3 | 20.0 | 66.7 | 9.1 | 450.0 | 100.0 | -80.0 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2012
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