Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMOLX (Putnam Mortgage Opportunities Fund Class R6 Shares) | 4.63% | 7.65% | 9.31% | 6.19% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMOLX (Putnam Mortgage Opportunities Fund Class R6 Shares) | 06/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 7.65 | 9.31 | 6.19 | NA | NA | NA | … | … | 4.63 | 6.32 | 10.73 | 6.97 | 6.96 | -1.71 | 6.66 |
| Sharpe Ratio | NA | 1.67 | 2.02 | 1.27 | NA | NA | NA | … | … | 2.32 | 1.23 | 2.27 | 1.10 | 1.93 | -0.54 | 1.38 |
| Standard Deviation(%) | NA | 2.85 | 2.93 | 3.05 | NA | NA | NA | … | … | 3.33 | 2.81 | 3.13 | 3.03 | 2.87 | 3.21 | 8.36 |
| Draw Down(%) | NA | 1.29 | 1.56 | 4.32 | NA | NA | NA | … | … | 0.90 | 1.45 | 1.56 | 2.28 | 1.68 | 5.35 | 6.60 |
| Yield(%) | 0.00 | 4.94 | 6.83 | 6.32 | 3.72 | 2.48 | 1.86 | … | … | 0.88 | 6.50 | 6.80 | 7.98 | 7.57 | 6.19 | 2.07 |
Data as of 06/05/2026, Common starting date is 06/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMOLX (Putnam Mortgage Opportunities Fund Class R6 Shares) |
3.72%
Feb 2021 – Feb 2024 |
5.38%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMOLX (Putnam Mortgage Opportunities Fund Class R6 Shares) |
9.19%
May 2023 – May 2026 |
6.48%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart