Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFLMX (Putnam Floating Rate Incm Cl M) | NA | 3.48% | 2.90% | 2.71% | NA | NA | NA | … | … |
Data as of 11/25/2019, Common starting date is 07/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFLMX (Putnam Floating Rate Incm Cl M) | 07/29/2011 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.48 | 2.90 | 2.71 | NA | NA | NA | … | … | 6.20 | -0.77 | 2.20 | 8.26 | -1.21 | 0.08 | 5.42 | 9.55 | -1.04 |
| Sharpe Ratio | NA | 0.75 | 0.92 | 0.98 | NA | NA | NA | … | … | 2.22 | -1.09 | 1.14 | 4.17 | -0.62 | 0.03 | 3.52 | 4.82 | -0.47 |
| Standard Deviation(%) | NA | 2.68 | 1.95 | 2.04 | NA | NA | NA | … | … | 2.45 | 1.92 | 1.38 | 1.92 | 2.01 | 2.00 | 1.53 | 1.99 | 5.21 |
| Draw Down(%) | NA | 3.21 | 4.41 | 5.99 | NA | NA | NA | … | … | 1.07 | 4.41 | 1.05 | 1.85 | 4.79 | 3.30 | 1.43 | 1.74 | 5.69 |
| Yield(%) | 0.00 | 4.60 | 4.08 | 3.88 | 3.32 | 2.21 | 1.66 | … | … | 3.97 | 4.22 | 3.64 | 3.52 | 4.18 | 3.33 | 4.08 | 5.02 | 1.89 |
Data as of 11/25/2019, 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 |
|---|---|---|---|---|
| PFLMX (Putnam Floating Rate Incm Cl M) |
0.59%
Feb 2013 – Feb 2016 |
1.65%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLMX (Putnam Floating Rate Incm Cl M) |
6.77%
Aug 2011 – Aug 2014 |
4.71%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart