Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDVCX (PUTNAM DIVERSIFIED INCOME TRUST CLASS C SHARES) | 0.91% | 5.03% | 5.92% | 1.10% | 2.36% | 1.80% | 2.43% | … | … |
Data as of 06/03/2026, Common starting date is 02/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDVCX (PUTNAM DIVERSIFIED INCOME TRUST CLASS C SHARES) | 02/09/1999 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 5.03 | 5.92 | 1.10 | 2.36 | 1.80 | 2.43 | … | … | 0.91 | 7.85 | 4.87 | 3.90 | -3.93 | -7.65 | -0.98 | 11.35 | -2.11 | 3.77 | 4.25 | -3.70 | 0.21 | 7.01 | 12.04 | -4.39 | 11.37 | 56.94 | -36.79 | 2.66 | 5.91 | 2.49 | 8.25 | 18.17 | 3.34 | 2.91 | -0.88 | 1.01 |
| Sharpe Ratio | NA | 0.89 | 0.76 | -0.34 | 0.16 | NA | NA | … | … | -0.08 | 1.64 | 0.32 | 0.05 | -1.32 | -2.47 | -0.14 | 3.47 | -1.06 | 1.11 | 0.77 | -0.65 | 0.04 | 2.09 | 3.44 | -1.00 | 3.10 | 6.69 | -2.18 | -0.15 | 1.33 | 0.12 | 2.61 | 6.45 | 0.70 | 0.14 | -1.77 | -0.75 |
| Standard Deviation(%) | NA | 2.90 | 3.92 | 3.93 | 4.46 | NA | NA | … | … | 3.28 | 3.03 | 3.90 | 5.01 | 4.07 | 3.10 | 8.96 | 2.84 | 3.32 | 2.82 | 5.27 | 5.78 | 4.93 | 3.33 | 3.51 | 4.42 | 3.64 | 8.50 | 17.25 | 3.19 | 1.88 | 1.92 | 2.78 | 2.71 | 3.15 | 3.43 | 2.88 | 2.99 |
| Draw Down(%) | NA | 2.08 | 4.74 | 15.07 | 18.29 | NA | NA | … | … | 2.08 | 1.66 | 2.26 | 6.02 | 8.26 | 9.82 | 18.29 | 0.89 | 4.82 | 1.91 | 8.89 | 6.33 | 5.58 | 2.78 | 3.27 | 10.12 | 2.02 | 4.81 | 46.00 | 2.87 | 1.25 | 1.99 | 4.20 | 3.97 | 4.89 | 3.91 | 4.65 | 4.56 |
| Yield(%) | 0.00 | 4.13 | 8.63 | 5.72 | 4.92 | 4.13 | 4.22 | … | … | 0.90 | 5.75 | 16.51 | 5.65 | 4.25 | 2.68 | 2.99 | 3.77 | 4.39 | 5.01 | 4.70 | 3.87 | 4.23 | 5.01 | 5.34 | 5.76 | 8.59 | 17.85 | 5.89 | 4.60 | 4.70 | 6.31 | 4.99 | 8.22 | 5.19 | 8.05 | 8.12 | 7.21 |
Data as of 06/03/2026, Common starting date is 02/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVCX (PUTNAM DIVERSIFIED INCOME TRUST CLASS C SHARES) |
-13.21%
Nov 2005 – Nov 2008 |
-6.00%
Nov 2003 – Nov 2008 |
-0.11%
Oct 2013 – Oct 2023 |
1.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVCX (PUTNAM DIVERSIFIED INCOME TRUST CLASS C SHARES) |
20.70%
Nov 2008 – Nov 2011 |
15.86%
Nov 2008 – Nov 2013 |
8.33%
Nov 2008 – Nov 2018 |
5.20%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart