Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDVGX (Putnam Diversified Income Class R6) | 1.04% | 6.04% | 7.05% | 2.17% | 3.66% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDVGX (Putnam Diversified Income Class R6) | 12/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 6.04 | 7.05 | 2.17 | 3.66 | NA | NA | … | … | 1.04 | 9.21 | 6.08 | 5.08 | -2.93 | -6.68 | -0.03 | 12.79 | -1.06 | 6.95 | 5.37 | -2.62 | 1.31 | 0.90 |
| Sharpe Ratio | NA | 1.23 | 1.03 | -0.07 | 0.45 | NA | NA | … | … | 0.02 | 2.11 | 0.60 | 0.29 | -1.03 | -2.29 | -0.03 | 4.19 | -0.85 | 2.57 | 0.99 | -0.47 | 0.27 | 3.41 |
| Standard Deviation(%) | NA | 2.91 | 3.98 | 3.98 | 4.40 | NA | NA | … | … | 3.29 | 3.00 | 4.06 | 5.02 | 4.26 | 2.93 | 8.82 | 2.70 | 2.89 | 2.46 | 5.23 | 5.69 | 4.84 | 4.74 |
| Draw Down(%) | NA | 1.97 | 4.42 | 13.06 | 18.17 | NA | NA | … | … | 1.97 | 1.65 | 2.29 | 5.14 | 7.43 | 9.02 | 18.17 | 0.86 | 4.39 | 0.79 | 8.87 | 5.69 | 5.33 | 0.90 |
| Yield(%) | 0.00 | 5.11 | 9.62 | 6.59 | 5.90 | 4.18 | 3.13 | … | … | 1.24 | 6.85 | 17.55 | 6.73 | 5.32 | 3.73 | 3.97 | 4.89 | 5.38 | 6.04 | 5.72 | 4.89 | 5.28 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVGX (Putnam Diversified Income Class R6) |
-3.34%
Oct 2019 – Oct 2022 |
-0.65%
Sep 2018 – Sep 2023 |
1.34%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVGX (Putnam Diversified Income Class R6) |
7.81%
Feb 2016 – Feb 2019 |
6.63%
Feb 2016 – Feb 2021 |
4.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart