Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFLLX (Putnam Floating Rate Incm Cl R) | 0.16% | 2.90% | 6.71% | 4.65% | 3.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFLLX (Putnam Floating Rate Incm Cl R) | 07/29/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.90 | 6.71 | 4.65 | 3.85 | NA | NA | … | … | 0.16 | 4.33 | 7.64 | 12.34 | -1.86 | 2.76 | 0.55 | 7.71 | -0.94 | 3.00 | 8.12 | -1.44 | 0.17 | 5.24 | 9.34 | -1.15 |
| Sharpe Ratio | NA | 0.34 | 1.43 | 0.76 | 0.56 | NA | NA | … | … | -0.85 | 0.52 | 1.77 | 2.65 | -0.92 | 2.61 | 0.03 | 2.66 | -1.29 | 1.71 | 4.13 | -0.80 | 0.08 | 3.34 | 4.85 | -0.52 |
| Standard Deviation(%) | NA | 2.41 | 2.68 | 2.83 | 4.04 | NA | NA | … | … | 2.50 | 2.79 | 2.27 | 3.30 | 3.59 | 1.05 | 10.48 | 2.35 | 1.81 | 1.38 | 1.92 | 1.83 | 1.90 | 1.56 | 1.93 | 5.15 |
| Draw Down(%) | NA | 2.02 | 3.05 | 6.87 | 20.77 | NA | NA | … | … | 2.02 | 3.05 | 0.75 | 1.88 | 6.87 | 0.60 | 20.77 | 1.07 | 4.33 | 0.46 | 1.86 | 4.80 | 2.99 | 1.44 | 1.76 | 5.81 |
| Yield(%) | 0.00 | 5.85 | 7.13 | 5.79 | 4.55 | 4.22 | 3.17 | … | … | 2.06 | 6.30 | 7.33 | 8.82 | 4.14 | 2.37 | 2.78 | 4.43 | 4.05 | 3.42 | 3.39 | 3.95 | 3.42 | 3.91 | 4.82 | 1.79 |
Data as of 06/04/2026, Common starting date is 07/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLLX (Putnam Floating Rate Incm Cl R) |
-1.16%
Mar 2017 – Mar 2020 |
0.33%
Mar 2015 – Mar 2020 |
2.09%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLLX (Putnam Floating Rate Incm Cl R) |
8.98%
Jun 2022 – Jun 2025 |
6.74%
Mar 2020 – Mar 2025 |
4.35%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart