Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIFRX (PUTNAM INCOME FUND CLASS R SHARES) | 0.27% | 4.68% | 4.56% | -0.35% | 1.60% | 2.11% | 3.33% | … | … |
Data as of 06/04/2026, Common starting date is 02/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIFRX (PUTNAM INCOME FUND CLASS R SHARES) | 02/14/2003 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.68 | 4.56 | -0.35 | 1.60 | 2.11 | 3.33 | … | … | 0.27 | 7.33 | 2.59 | 4.62 | -13.28 | -4.04 | 3.32 | 11.21 | 0.09 | 5.39 | 2.07 | -2.12 | 4.97 | 1.72 | 10.43 | 4.76 | 7.81 | 44.28 | -20.50 | 4.95 | 0.82 | -1.17 | 1.48 | 2.65 |
| Sharpe Ratio | NA | 0.73 | 0.31 | -0.47 | 0.00 | NA | NA | … | … | -0.48 | 1.01 | -0.18 | 0.14 | -1.87 | -1.38 | 0.41 | 2.57 | -0.44 | 1.85 | 0.65 | -0.93 | 2.96 | 0.46 | 3.65 | 1.13 | 1.92 | 6.27 | -1.88 | 0.61 | -0.88 | -1.14 | 0.13 | 0.55 |
| Standard Deviation(%) | NA | 3.63 | 5.31 | 5.91 | 5.19 | NA | NA | … | … | 3.80 | 4.42 | 5.62 | 7.03 | 7.90 | 2.95 | 7.50 | 3.79 | 2.94 | 2.56 | 2.85 | 2.31 | 1.68 | 3.65 | 2.86 | 4.19 | 4.03 | 7.05 | 11.39 | 2.99 | 2.96 | 3.02 | 3.83 | 4.20 |
| Draw Down(%) | NA | 2.48 | 5.86 | 19.84 | 23.39 | NA | NA | … | … | 2.48 | 2.78 | 3.87 | 7.45 | 17.94 | 4.39 | 10.48 | 2.07 | 2.14 | 0.88 | 3.36 | 3.86 | 0.64 | 5.20 | 1.02 | 2.93 | 2.87 | 2.67 | 31.23 | 1.99 | 3.98 | 3.46 | 5.04 | 4.85 |
| Yield(%) | 0.00 | 4.03 | 6.33 | 4.87 | 4.07 | 3.82 | 4.42 | … | … | 1.27 | 4.53 | 8.52 | 7.02 | 6.13 | 3.25 | 2.16 | 4.73 | 3.28 | 3.09 | 3.21 | 2.70 | 4.08 | 3.63 | 2.86 | 4.55 | 6.32 | 9.21 | 6.30 | 5.25 | 1.11 | 0.00 | 0.00 | 1.74 |
Data as of 06/04/2026, Common starting date is 02/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIFRX (PUTNAM INCOME FUND CLASS R SHARES) |
-7.28%
Oct 2020 – Oct 2023 |
-4.32%
Nov 2003 – Nov 2008 |
0.20%
Oct 2013 – Oct 2023 |
2.12%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIFRX (PUTNAM INCOME FUND CLASS R SHARES) |
19.58%
Nov 2008 – Nov 2011 |
14.10%
Nov 2008 – Nov 2013 |
7.81%
Nov 2008 – Nov 2018 |
4.94%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart