Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDVMX (PUTNAM DIVERSIFIED INCOME TRUST CLASS M SHARES) | 0.87% | 5.31% | 6.40% | 1.56% | 2.86% | 2.30% | 2.94% | … | … |
Data as of 06/03/2026, Common starting date is 12/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDVMX (PUTNAM DIVERSIFIED INCOME TRUST CLASS M SHARES) | 12/09/1994 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 5.31 | 6.40 | 1.56 | 2.86 | 2.30 | 2.94 | … | … | 0.87 | 8.42 | 5.46 | 4.44 | -3.57 | -7.14 | -0.58 | 11.97 | -1.46 | 4.18 | 4.85 | -3.33 | 0.83 | 7.50 | 12.46 | -3.79 | 11.96 | 57.46 | -36.25 | 3.21 | 6.39 | 3.14 | 8.73 | 18.69 | 6.40 | 3.44 | -0.40 | 1.85 | -2.12 | 7.87 | 8.53 | 16.72 | -0.38 |
| Sharpe Ratio | NA | 1.01 | 0.34 | -0.10 | 0.18 | NA | NA | … | … | -0.12 | 1.81 | 0.11 | 0.16 | -1.20 | -2.47 | -0.09 | 3.49 | -0.87 | 1.23 | 0.89 | -0.60 | 0.17 | 2.39 | 3.57 | -0.89 | 3.27 | 6.86 | -2.15 | 0.02 | 1.52 | 0.45 | 2.73 | 6.60 | 1.90 | 0.29 | -1.59 | -0.52 | -1.47 | 1.28 | 1.41 | 3.86 | -4.96 |
| Standard Deviation(%) | NA | 2.85 | 10.20 | 8.28 | 6.81 | NA | NA | … | … | 3.10 | 3.07 | 16.77 | 5.00 | 4.18 | 2.90 | 8.89 | 3.01 | 3.27 | 2.86 | 5.22 | 5.64 | 4.83 | 3.12 | 3.50 | 4.31 | 3.63 | 8.36 | 17.25 | 3.22 | 1.97 | 1.96 | 2.84 | 2.72 | 2.77 | 3.43 | 2.91 | 2.93 | 3.80 | 3.26 | 3.43 | 3.30 | 2.18 |
| Draw Down(%) | NA | 1.84 | 11.42 | 14.12 | 18.27 | NA | NA | … | … | 1.84 | 1.67 | 11.24 | 5.68 | 7.84 | 9.40 | 18.27 | 0.87 | 4.69 | 1.77 | 8.85 | 5.96 | 5.55 | 2.61 | 3.19 | 9.85 | 1.98 | 4.93 | 45.68 | 2.82 | 1.26 | 1.95 | 4.22 | 3.91 | 3.73 | 3.63 | 4.55 | 4.43 | 8.83 | 3.56 | 2.73 | 1.48 | 0.47 |
| Yield(%) | 0.00 | 4.60 | 9.14 | 6.16 | 5.41 | 4.55 | 4.59 | … | … | 1.07 | 6.28 | 17.11 | 6.16 | 4.79 | 3.22 | 3.50 | 4.35 | 4.89 | 5.54 | 5.25 | 4.37 | 4.71 | 5.47 | 5.86 | 6.24 | 9.01 | 18.42 | 6.34 | 5.13 | 5.24 | 6.85 | 5.52 | 8.66 | 7.99 | 8.55 | 8.60 | 8.09 | 6.64 | 6.69 | 6.97 | 6.74 | 0.59 |
Data as of 06/03/2026, Common starting date is 12/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVMX (PUTNAM DIVERSIFIED INCOME TRUST CLASS M SHARES) |
-12.73%
Nov 2005 – Nov 2008 |
-5.49%
Nov 2003 – Nov 2008 |
-0.27%
Nov 1998 – Nov 2008 |
1.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVMX (PUTNAM DIVERSIFIED INCOME TRUST CLASS M SHARES) |
21.33%
Nov 2008 – Nov 2011 |
16.48%
Nov 2008 – Nov 2013 |
8.88%
Nov 2008 – Nov 2018 |
5.73%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart