Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFRBX (Putnam Floating Rate Incm Fd Cl B) | NA | 0.00% | 6.63% | 4.16% | 3.30% | 3.58% | NA | … | … |
Data as of 09/23/2025, Common starting date is 02/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFRBX (Putnam Floating Rate Incm Fd Cl B) | 02/24/2006 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 6.63 | 4.16 | 3.30 | 3.58 | NA | … | … | 0.00 | 5.20 | 12.44 | -1.83 | 2.81 | 0.58 | 7.90 | -1.03 | 2.05 | 8.42 | -1.36 | 0.32 | 5.19 | 9.38 | 1.20 | 8.64 | 40.77 | -30.20 | 1.20 | 2.43 |
| Sharpe Ratio | NA | 0.00 | 1.29 | 0.79 | 0.46 | NA | NA | … | … | 0.00 | -0.69 | 2.49 | -0.90 | 2.47 | 0.03 | 2.65 | -1.29 | 1.02 | 4.12 | -0.74 | 0.16 | 3.43 | 4.74 | 0.31 | 3.67 | 8.64 | -3.99 | -0.74 | -0.35 |
| Standard Deviation(%) | NA | 0.63 | 2.47 | 2.50 | 3.97 | NA | NA | … | … | NA | 2.02 | 3.31 | 3.61 | 1.13 | 10.51 | 2.45 | 1.82 | 1.40 | 2.00 | 1.88 | 1.91 | 1.51 | 1.99 | 3.75 | 2.33 | 4.71 | 7.77 | 2.43 | 1.33 |
| Draw Down(%) | NA | 0.00 | 1.88 | 6.75 | 20.77 | NA | NA | … | … | 0.00 | 0.75 | 1.88 | 6.75 | 0.60 | 20.77 | 1.06 | 4.44 | 1.06 | 1.86 | 4.76 | 3.04 | 1.44 | 1.76 | 6.00 | 3.06 | 3.56 | 32.50 | 3.66 | 0.90 |
| Yield(%) | 0.00 | 0.00 | 5.45 | 4.24 | 3.87 | 4.01 | 3.54 | … | … | 0.00 | 5.17 | 8.92 | 4.16 | 2.42 | 2.81 | 4.49 | 4.08 | 3.49 | 3.68 | 4.03 | 3.46 | 3.98 | 4.87 | 4.81 | 4.82 | 4.82 | 4.42 | 6.03 | 2.79 |
Data as of 09/23/2025, Common starting date is 02/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFRBX (Putnam Floating Rate Incm Fd Cl B) |
-7.34%
Mar 2006 – Mar 2009 |
0.23%
Mar 2015 – Mar 2020 |
2.07%
Sep 2012 – Sep 2022 |
2.21%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFRBX (Putnam Floating Rate Incm Fd Cl B) |
15.67%
Dec 2008 – Dec 2011 |
12.24%
Dec 2008 – Dec 2013 |
6.80%
Dec 2008 – Dec 2018 |
5.94%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart