Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDVRX (PUTNAM DIVERSIFIED INCOME TRUST CLASS R SHARES) | 1.07% | 5.24% | 6.48% | 1.59% | 3.07% | 2.46% | 3.03% | … | … |
Data as of 06/04/2026, Common starting date is 12/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDVRX (PUTNAM DIVERSIFIED INCOME TRUST CLASS R SHARES) | 12/11/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 5.24 | 6.48 | 1.59 | 3.07 | 2.46 | 3.03 | … | … | 1.07 | 8.54 | 5.41 | 4.40 | -3.54 | -7.09 | -0.60 | 12.04 | -1.60 | 6.36 | 4.79 | -3.22 | 0.71 | 7.61 | 12.54 | -3.91 | 11.93 | 57.49 | -36.58 | 3.16 | 6.45 | 3.13 | 8.80 | 1.09 |
| Sharpe Ratio | NA | 1.13 | 0.91 | -0.20 | 0.32 | NA | NA | … | … | 0.04 | 1.91 | 0.46 | 0.15 | -1.21 | -2.33 | -0.10 | 3.70 | -0.91 | 2.30 | 0.90 | -0.56 | 0.14 | 2.30 | 3.59 | -0.90 | 3.20 | 6.80 | -2.12 | 0.00 | 1.54 | 0.44 | 2.77 | 18.34 |
| Standard Deviation(%) | NA | 2.87 | 3.89 | 3.88 | 4.39 | NA | NA | … | … | 3.27 | 2.97 | 3.89 | 4.90 | 4.13 | 3.06 | 8.78 | 2.85 | 3.29 | 2.49 | 5.09 | 5.78 | 4.88 | 3.29 | 3.51 | 4.36 | 3.70 | 8.44 | 17.66 | 3.22 | 1.98 | 1.98 | 2.82 | 1.24 |
| Draw Down(%) | NA | 1.82 | 4.60 | 14.01 | 18.29 | NA | NA | … | … | 1.82 | 1.65 | 2.33 | 5.46 | 7.77 | 9.33 | 18.29 | 0.87 | 4.58 | 0.84 | 8.79 | 5.96 | 5.41 | 2.73 | 3.30 | 9.81 | 1.97 | 4.91 | 45.92 | 2.78 | 1.25 | 1.94 | 4.17 | 0.00 |
| Yield(%) | 0.00 | 4.54 | 9.06 | 6.10 | 5.36 | 4.53 | 4.56 | … | … | 1.06 | 6.22 | 16.95 | 6.11 | 4.75 | 3.19 | 3.46 | 4.31 | 4.86 | 5.48 | 5.19 | 4.32 | 4.71 | 5.45 | 5.83 | 6.21 | 8.99 | 18.39 | 6.31 | 5.07 | 5.20 | 6.82 | 5.61 | 1.47 |
Data as of 06/04/2026, Common starting date is 12/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVRX (PUTNAM DIVERSIFIED INCOME TRUST CLASS R SHARES) |
-12.14%
Nov 2005 – Nov 2008 |
-4.66%
Feb 2004 – Feb 2009 |
0.60%
Oct 2013 – Oct 2023 |
2.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVRX (PUTNAM DIVERSIFIED INCOME TRUST CLASS R SHARES) |
20.25%
Nov 2008 – Nov 2011 |
15.87%
Nov 2008 – Nov 2013 |
8.82%
Nov 2008 – Nov 2018 |
5.70%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart