Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PIM (Putnam Master Intermediate Income Trust) | 7.02% | 8.32% | 6.15% | 2.75% | 3.99% | 3.03% | 4.90% | 2.69% |
Data as of 08/01/2025, AR inception is 04/19/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIM (Putnam Master Intermediate Income Trust) | 04/19/1988 | 08/01/2025 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 8.32 | 6.15 | 2.75 | 3.99 | 3.03 | 4.90 | 2.69 | 7.02 | 10.88 | 7.90 | -13.10 | -0.82 | -2.31 | 20.69 | -4.61 | 11.16 | 8.81 | 1.08 | 1.51 | 5.96 | 6.27 | -5.61 | 7.02 | 78.81 | -29.68 | 9.15 | 11.93 | -1.37 | 6.37 | 16.21 | 11.55 | 6.12 | 15.63 | -26.36 | -3.73 | 11.67 | 0.00 | 11.11 | -16.92 | 1.56 | 3.23 | 14.81 | -11.48 | -12.86 | -12.50 |
| Sharpe Ratio | NA | 0.52 | 0.27 | 0.06 | 0.19 | NA | NA | 0.03 | 0.98 | 0.76 | 0.39 | -1.16 | -0.08 | -0.10 | 2.27 | -0.56 | 0.97 | 0.76 | 0.10 | 0.17 | 0.62 | 0.64 | -0.33 | 0.37 | 3.03 | -0.82 | 0.64 | 1.39 | -0.46 | 0.48 | 1.46 | 0.95 | 0.28 | 0.68 | -1.84 | -0.52 | 0.51 | -0.20 | 0.34 | -0.86 | -0.04 | 0.04 | 0.51 | -0.65 | -0.92 | -1.20 |
| Standard Deviation(%) | NA | 9.84 | 10.41 | 10.81 | 13.22 | NA | NA | 16.57 | 9.59 | 9.49 | 10.98 | 12.57 | 11.05 | 26.48 | 8.46 | 10.71 | 10.82 | 11.30 | 10.72 | 8.83 | 9.50 | 9.83 | 16.96 | 18.94 | 26.00 | 37.24 | 9.39 | 6.17 | 7.93 | 11.12 | 10.58 | 10.92 | 13.19 | 16.76 | 16.12 | 13.97 | 15.62 | 18.45 | 21.02 | 23.24 | 16.49 | 19.44 | 21.23 | 25.92 | 20.35 | 18.71 |
| Draw Down(%) | NA | 6.33 | 9.53 | 21.41 | 28.13 | NA | NA | 43.30 | 4.50 | 6.33 | 8.36 | 14.96 | 9.47 | 28.13 | 2.18 | 9.83 | 5.33 | 9.56 | 9.07 | 5.48 | 7.23 | 5.25 | 21.58 | 13.57 | 23.72 | 43.30 | 7.26 | 3.63 | 7.31 | 9.45 | 5.98 | 9.32 | 10.86 | 7.15 | 26.92 | 10.45 | 6.77 | 7.94 | 6.78 | 19.40 | 5.80 | 12.68 | 6.25 | 24.62 | 18.92 | 13.75 |
| Yield(%) | 0.00 | 7.93 | 7.48 | 6.41 | 6.41 | 5.12 | 6.16 | 2.94 | 4.70 | 8.22 | 8.15 | 6.75 | 6.33 | 7.99 | 8.39 | 6.49 | 7.35 | 6.93 | 6.35 | 6.19 | 6.08 | 6.53 | 7.01 | 10.95 | 24.16 | 7.77 | 10.29 | 5.75 | 6.20 | 6.77 | 8.15 | 8.99 | 9.37 | 10.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 04/19/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIM (Putnam Master Intermediate Income Trust) |
-9.65%
May 1988 - May 1991 |
-3.78%
Feb 1995 - Feb 2000 |
-2.60%
Sep 1989 - Sep 1999 |
-0.77%
May 1988 - May 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIM (Putnam Master Intermediate Income Trust) |
23.49%
Nov 2008 - Nov 2011 |
16.74%
Nov 2008 - Nov 2013 |
10.45%
Mar 2000 - Mar 2010 |
7.71%
Nov 1999 - Nov 2014 |
Annualized Rolling Returns Comparison Chart