Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFLRX (PUTNAM FLOATING RATE INCOME FUND CLASS A SHARES) | 0.10% | 3.14% | 6.98% | 4.91% | 4.04% | 3.86% | 3.67% | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFLRX (PUTNAM FLOATING RATE INCOME FUND CLASS A SHARES) | 08/06/2004 | 06/03/2026 |
| 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 (%) | 0.00 | 3.14 | 6.98 | 4.91 | 4.04 | 3.86 | 3.67 | … | … | 0.10 | 4.75 | 7.77 | 12.79 | -1.64 | 3.05 | 0.69 | 8.12 | -0.68 | 2.25 | 8.64 | -1.18 | 0.43 | 5.38 | 9.77 | 1.37 | 8.26 | 41.56 | -29.63 | 1.72 | 5.79 | 2.26 | 1.52 |
| Sharpe Ratio | NA | 0.44 | 1.50 | 0.83 | 0.60 | NA | NA | … | … | -0.92 | 0.66 | 1.73 | 2.70 | -0.84 | 2.54 | 0.04 | 2.72 | -1.13 | 1.17 | 4.19 | -0.63 | 0.22 | 3.48 | 5.10 | 0.35 | 3.62 | 7.42 | -3.89 | -0.56 | 1.45 | 0.00 | 2.52 |
| Standard Deviation(%) | NA | 2.46 | 2.75 | 2.91 | 4.08 | NA | NA | … | … | 2.46 | 2.84 | 2.40 | 3.42 | 3.65 | 1.19 | 10.47 | 2.44 | 1.83 | 1.37 | 2.01 | 1.91 | 1.92 | 1.54 | 1.92 | 3.82 | 2.26 | 5.59 | 7.83 | 2.55 | 1.65 | 1.11 | 0.99 |
| Draw Down(%) | NA | 1.98 | 3.01 | 6.63 | 20.74 | NA | NA | … | … | 1.98 | 3.01 | 0.63 | 1.98 | 6.63 | 0.48 | 20.74 | 0.95 | 4.29 | 0.93 | 1.71 | 4.78 | 2.99 | 1.42 | 1.62 | 5.83 | 3.17 | 3.51 | 32.26 | 3.51 | 0.45 | 1.00 | 0.20 |
| Yield(%) | 0.00 | 6.08 | 7.38 | 6.03 | 4.83 | 4.50 | 4.22 | … | … | 2.12 | 6.56 | 7.56 | 9.10 | 4.35 | 2.65 | 3.02 | 4.70 | 4.31 | 3.68 | 3.88 | 4.21 | 3.68 | 4.15 | 5.12 | 4.98 | 4.57 | 5.66 | 5.01 | 6.63 | 5.74 | 2.34 | 1.11 |
Data as of 06/03/2026, Common starting date is 08/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLRX (PUTNAM FLOATING RATE INCOME FUND CLASS A SHARES) |
-8.85%
Dec 2005 – Dec 2008 |
0.43%
Mar 2015 – Mar 2020 |
2.29%
Sep 2012 – Sep 2022 |
2.46%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLRX (PUTNAM FLOATING RATE INCOME FUND CLASS A SHARES) |
15.82%
Dec 2008 – Dec 2011 |
12.44%
Dec 2008 – Dec 2013 |
7.00%
Dec 2008 – Dec 2018 |
6.15%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart