Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFRZX (Putnam Floating Rate Income Fund Class R6 Shares) | 0.33% | 3.57% | 7.31% | 5.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/22/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFRZX (Putnam Floating Rate Income Fund Class R6 Shares) | 05/22/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 3.57 | 7.31 | 5.24 | NA | NA | NA | … | … | 0.33 | 4.95 | 8.25 | 13.01 | -1.31 | 3.36 | 1.14 | 8.36 | -2.15 |
| Sharpe Ratio | NA | 0.60 | 1.56 | 0.93 | NA | NA | NA | … | … | -0.66 | 0.70 | 1.83 | 2.80 | -0.75 | 2.76 | 0.08 | 2.86 | -2.37 |
| Standard Deviation(%) | NA | 2.56 | 2.87 | 2.96 | NA | NA | NA | … | … | 2.56 | 2.99 | 2.52 | 3.37 | 3.64 | 1.21 | 10.49 | 2.41 | 2.12 |
| Draw Down(%) | NA | 1.93 | 2.98 | 6.60 | NA | NA | NA | … | … | 1.93 | 2.98 | 0.75 | 1.83 | 6.60 | 0.60 | 20.67 | 1.07 | 4.23 |
| Yield(%) | 0.00 | 6.37 | 7.69 | 6.32 | 4.26 | 2.84 | 2.13 | … | … | 2.22 | 6.87 | 7.89 | 9.42 | 4.67 | 2.95 | 3.34 | 5.06 | 2.92 |
Data as of 06/04/2026, Common starting date is 05/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFRZX (Putnam Floating Rate Income Fund Class R6 Shares) |
0.25%
Jun 2019 – Jun 2022 |
3.05%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFRZX (Putnam Floating Rate Income Fund Class R6 Shares) |
9.61%
Jun 2022 – Jun 2025 |
7.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart