Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFICX (Putnam Floating Rate Income C) | 0.23% | 2.82% | 6.10% | 4.19% | 3.39% | 3.20% | 2.92% | … | … |
Data as of 06/11/2026, Common starting date is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFICX (Putnam Floating Rate Income C) | 09/29/2004 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 2.82 | 6.10 | 4.19 | 3.39 | 3.20 | 2.92 | … | … | 0.23 | 3.83 | 7.09 | 11.94 | -2.36 | 2.27 | -0.08 | 7.31 | -1.58 | 2.51 | 7.81 | -1.79 | -0.34 | 4.58 | 8.81 | 0.74 | 9.54 | 40.60 | -30.32 | 1.07 | 0.64 | 3.51 | 1.21 |
| Sharpe Ratio | NA | 0.13 | 1.18 | 0.60 | 0.44 | NA | NA | … | … | -0.61 | 0.35 | 1.49 | 2.66 | -1.04 | 2.01 | -0.03 | 2.48 | -1.73 | 1.42 | 3.80 | -1.02 | -0.20 | 3.41 | 4.71 | 0.19 | 3.34 | 8.62 | -4.02 | -0.88 | -3.79 | 1.13 | 3.27 |
| Standard Deviation(%) | NA | 2.33 | 2.63 | 2.84 | 4.02 | NA | NA | … | … | 2.73 | 2.74 | 2.34 | 3.14 | 3.66 | 1.12 | 10.43 | 2.36 | 1.72 | 1.31 | 2.00 | 1.78 | 1.80 | 1.33 | 1.87 | 3.72 | 2.83 | 4.70 | 7.76 | 2.38 | 0.74 | 1.10 | 1.02 |
| Draw Down(%) | NA | 2.11 | 3.25 | 6.99 | 20.75 | NA | NA | … | … | 2.11 | 3.25 | 0.75 | 2.04 | 6.99 | 0.55 | 20.75 | 1.01 | 4.53 | 0.46 | 1.91 | 5.14 | 3.21 | 1.39 | 1.80 | 6.13 | 3.08 | 3.56 | 32.56 | 3.67 | 0.90 | 0.55 | 0.10 |
| Yield(%) | 0.00 | 5.90 | 6.77 | 5.41 | 4.15 | 3.84 | 3.55 | … | … | 2.38 | 5.82 | 6.82 | 8.34 | 3.66 | 1.88 | 2.30 | 3.92 | 3.53 | 2.94 | 3.10 | 3.48 | 2.91 | 3.38 | 4.32 | 4.25 | 5.79 | 4.66 | 4.27 | 5.90 | 0.84 | 3.45 | 0.70 |
Data as of 06/11/2026, Common starting date is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFICX (Putnam Floating Rate Income C) |
-10.84%
Dec 2005 – Dec 2008 |
-0.10%
Mar 2015 – Mar 2020 |
1.61%
Sep 2012 – Sep 2022 |
1.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFICX (Putnam Floating Rate Income C) |
15.77%
Dec 2008 – Dec 2011 |
12.04%
Dec 2008 – Dec 2013 |
6.51%
Dec 2008 – Dec 2018 |
5.56%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart