Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PDVYX (PUTNAM DIVERSIFIED INCOME TRUST CLASS Y SHARES) | 5.05% | -2.41% | 1.82% | 0.57% | 1.43% | 2.59% | 2.88% | 2.23% |
Data as of 07/21/2025, AR inception is 08/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDVYX (PUTNAM DIVERSIFIED INCOME TRUST CLASS Y SHARES) | 08/09/1996 | 07/21/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | -2.41 | 1.82 | 0.57 | 1.43 | 2.59 | 2.88 | 2.23 | 5.05 | -4.31 | 5.02 | -3.13 | -6.81 | 0.10 | 12.51 | -1.01 | 6.18 | 5.37 | -2.67 | 1.15 | 8.24 | 13.02 | -3.35 | 12.48 | 58.45 | -36.28 | 3.67 | 6.95 | 3.60 | 6.24 | 9.41 | -1.93 | -5.19 | -8.81 | -6.34 | -2.81 | 8.42 | 5.55 |
| Sharpe Ratio | NA | -0.52 | -0.19 | -0.24 | -0.01 | NA | NA | 0.10 | 1.77 | -0.69 | 0.28 | -1.07 | -2.16 | -0.02 | 4.03 | -0.74 | 2.21 | 1.00 | -0.48 | 0.23 | 2.51 | 3.81 | -0.80 | 3.30 | 6.88 | -2.08 | 0.16 | 1.84 | 0.67 | 1.71 | 2.40 | -0.85 | -1.82 | -3.40 | -2.53 | -1.41 | 1.41 | 4.31 |
| Standard Deviation(%) | NA | 11.40 | 7.67 | 6.31 | 5.80 | NA | NA | 5.81 | 3.44 | 11.57 | 4.99 | 4.27 | 3.17 | 8.85 | 2.73 | 3.25 | 2.52 | 5.14 | 5.67 | 4.91 | 3.27 | 3.43 | 4.24 | 3.75 | 8.48 | 17.85 | 3.20 | 1.92 | 2.01 | 3.07 | 3.63 | 3.62 | 4.26 | 3.84 | 3.84 | 4.45 | 3.36 | 2.58 |
| Draw Down(%) | NA | 11.29 | 11.29 | 14.78 | 18.17 | NA | NA | 45.62 | 1.64 | 11.11 | 5.29 | 7.57 | 9.00 | 18.17 | 0.81 | 4.44 | 0.93 | 8.90 | 5.71 | 5.46 | 2.67 | 3.06 | 9.66 | 2.04 | 4.86 | 45.62 | 2.63 | 1.17 | 1.90 | 5.40 | 5.03 | 7.54 | 9.17 | 10.48 | 7.96 | 8.87 | 3.72 | 0.87 |
| Yield(%) | 0.00 | 5.85 | 6.31 | 4.94 | 4.55 | 4.87 | 4.65 | 3.56 | 2.88 | 7.60 | 6.49 | 5.12 | 3.58 | 3.82 | 4.77 | 5.29 | 5.45 | 5.58 | 4.85 | 5.25 | 6.05 | 6.42 | 6.74 | 9.49 | 18.90 | 6.73 | 5.56 | 5.67 | 7.26 | 3.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.91 | 7.13 | 3.16 |
Data as of 07/21/2025, AR inception is 08/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVYX (PUTNAM DIVERSIFIED INCOME TRUST CLASS Y SHARES) |
-11.66%
Nov 2005 - Nov 2008 |
-5.47%
Oct 1997 - Oct 2002 |
-4.28%
Nov 1998 - Nov 2008 |
1.30%
Nov 1996 - Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDVYX (PUTNAM DIVERSIFIED INCOME TRUST CLASS Y SHARES) |
20.85%
Nov 2008 - Nov 2011 |
16.45%
Nov 2008 - Nov 2013 |
9.31%
Nov 2008 - Nov 2018 |
6.19%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart