Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PDVRX (PUTNAM DIVERSIFIED INCOME TRUST CLASS R SHARES) | 5.31% | -4.56% | 0.89% | -0.06% | 1.06% | 2.03% | 2.39% | 2.86% |
Data as of 08/04/2025, AR inception is 12/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDVRX (PUTNAM DIVERSIFIED INCOME TRUST CLASS R SHARES) | 12/11/2003 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | -4.56 | 0.89 | -0.06 | 1.06 | 2.03 | 2.39 | 2.86 | 5.31 | -4.96 | 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 | -0.66 | -0.32 | -0.33 | -0.06 | NA | NA | 0.25 | 1.72 | -0.74 | 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 | 11.52 | 7.67 | 6.30 | 5.78 | NA | NA | 6.31 | 3.42 | 11.65 | 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 | 11.48 | 11.48 | 15.72 | 18.29 | NA | NA | 45.92 | 1.65 | 11.30 | 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 | 5.40 | 5.86 | 4.54 | 4.25 | 4.43 | 4.31 | 4.66 | 2.70 | 7.21 | 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 08/04/2025, AR inception 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 |
0.50%
Dec 2014 - Dec 2024 |
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