Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGSIX (PUTNAM U S GOVERNMENT INCOME TRUST CLASS A SHARES) | 5.53% | 7.45% | 2.61% | 0.42% | 0.63% | 1.36% | 2.83% | 3.74% |
Data as of 07/03/2025, AR inception is 06/03/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGSIX (PUTNAM U S GOVERNMENT INCOME TRUST CLASS A SHARES) | 06/03/1996 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 7.45 | 2.61 | 0.42 | 0.63 | 1.36 | 2.83 | 3.74 | 5.53 | 4.31 | 3.65 | -10.79 | -4.31 | -0.71 | 12.40 | -0.79 | -1.18 | 0.63 | -0.26 | 5.49 | -0.48 | 3.31 | 4.73 | 4.90 | 28.60 | -4.92 | 7.00 | 4.07 | 2.21 | 3.25 | 1.86 | 6.67 | 6.89 | 10.40 | 0.12 | 6.77 | 8.73 | 6.20 |
| Sharpe Ratio | NA | 0.29 | -0.06 | -0.18 | -0.11 | NA | NA | 0.41 | 1.19 | 0.05 | 0.00 | -1.38 | -1.38 | -0.10 | 4.10 | -0.75 | -0.77 | 0.20 | -0.14 | 2.49 | -0.11 | 1.48 | 1.46 | 1.50 | 5.12 | -0.54 | 1.55 | 0.27 | -0.03 | 0.84 | 0.47 | 2.33 | 1.45 | 1.79 | -0.89 | 1.50 | 1.88 | 1.81 |
| Standard Deviation(%) | NA | 14.34 | 10.79 | 8.85 | 7.06 | NA | NA | 5.23 | 6.96 | 14.41 | 7.91 | 8.87 | 3.14 | 9.41 | 2.67 | 2.90 | 2.40 | 2.10 | 2.06 | 2.20 | 4.82 | 2.21 | 3.23 | 3.21 | 5.57 | 10.79 | 2.50 | 2.40 | 1.97 | 2.69 | 2.44 | 2.37 | 3.10 | 3.44 | 3.63 | 2.21 | 2.68 | 4.00 |
| Draw Down(%) | NA | 9.79 | 13.24 | 22.24 | 22.27 | NA | NA | 22.27 | 3.85 | 9.19 | 9.41 | 17.21 | 7.03 | 15.03 | 0.71 | 3.17 | 2.50 | 1.92 | 2.66 | 0.99 | 5.57 | 0.98 | 2.19 | 2.76 | 1.82 | 15.49 | 1.40 | 1.86 | 1.60 | 3.17 | 1.52 | 1.30 | 2.13 | 2.32 | 3.55 | 1.36 | 1.68 | 1.89 |
| Yield(%) | 0.00 | 14.73 | 10.37 | 7.03 | 4.81 | 4.41 | 4.90 | 5.16 | 3.58 | 15.76 | 7.96 | 10.14 | 3.95 | 4.00 | 4.82 | 3.76 | 3.04 | 2.85 | 2.43 | 1.92 | 1.52 | 4.69 | 7.69 | 9.76 | 5.68 | 4.40 | 4.27 | 4.30 | 3.08 | 2.82 | 2.13 | 3.92 | 5.74 | 6.45 | 6.05 | 6.31 | 6.40 | 3.76 |
Data as of 07/03/2025, AR inception is 06/03/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGSIX (PUTNAM U S GOVERNMENT INCOME TRUST CLASS A SHARES) |
-6.17%
Oct 2019 - Oct 2022 |
-2.04%
Oct 2017 - Oct 2022 |
-0.76%
Oct 2013 - Oct 2023 |
1.25%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGSIX (PUTNAM U S GOVERNMENT INCOME TRUST CLASS A SHARES) |
14.27%
Nov 2008 - Nov 2011 |
9.03%
Nov 2008 - Nov 2013 |
6.58%
Jan 2000 - Jan 2010 |
6.26%
Aug 1996 - Aug 2011 |
Annualized Rolling Returns Comparison Chart