Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PGVRX (PUTNAM U S GOVERNMENT INCOME TRUST CLASS R SHARES) 2.33% 8.41% 6.85% 0.37% 1.34% 1.36% 2.94%
Data as of 06/05/2026, Common starting date is 02/07/2003
More Performance Analytics Comparison
Name Start Date End Date
PGVRX (PUTNAM U S GOVERNMENT INCOME TRUST CLASS R SHARES) 02/07/2003 06/05/2026
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 2003
Annualized Return (%) -0.38 8.41 6.85 0.37 1.34 1.36 2.94 2.33 10.08 3.95 3.42 -11.04 -4.53 -0.89 11.98 -1.07 0.40 0.36 -0.53 5.19 -0.68 3.07 4.44 4.57 27.90 -5.47 6.74 1.78 -0.91 0.30 0.75
Sharpe Ratio NA 1.16 0.56 -0.31 -0.05 NA NA 0.59 1.20 0.05 -0.03 -1.41 -1.45 -0.12 4.03 -0.85 -0.13 0.07 -0.28 2.35 -0.15 1.43 1.38 1.37 5.06 -0.60 1.42 -0.59 -1.40 -0.25 0.05
Standard Deviation(%) NA 4.98 6.45 6.86 5.92 NA NA 5.16 6.04 6.51 7.78 8.86 3.13 9.39 2.61 2.89 2.08 2.09 2.02 2.20 4.84 2.13 3.20 3.27 5.50 10.77 2.55 2.77 2.26 2.76 2.53
Draw Down(%) NA 2.55 6.96 21.32 22.95 NA NA 2.55 3.82 4.11 9.52 17.48 7.17 15.08 0.71 3.30 1.24 1.99 2.67 1.04 5.61 0.96 2.20 2.82 1.85 15.59 1.42 3.66 2.55 3.60 1.78
Yield(%) 0.00 4.95 9.35 6.64 4.82 3.95 4.75 1.54 6.56 15.72 7.81 10.05 3.74 3.81 4.59 3.54 2.56 2.61 2.20 1.67 1.26 4.48 7.51 9.61 5.43 4.16 4.02 2.11 0.00 0.00 1.12
Data as of 06/05/2026, Common starting date is 02/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGVRX (PUTNAM U S GOVERNMENT INCOME TRUST CLASS R SHARES) -6.42%
Oct 2019 – Oct 2022
-2.31%
Oct 2017 – Oct 2022
-0.84%
Oct 2013 – Oct 2023
1.11%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGVRX (PUTNAM U S GOVERNMENT INCOME TRUST CLASS R SHARES) 14.08%
Nov 2008 – Nov 2011
8.81%
Nov 2008 – Nov 2013
4.67%
Nov 2008 – Nov 2018
3.79%
Apr 2006 – Apr 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return