Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMORX (Putnam Mortgage Opportunities Fund Class A Shares) | 4.32% | 7.10% | 8.80% | 5.86% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMORX (Putnam Mortgage Opportunities Fund Class A Shares) | 07/01/2019 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 7.10 | 8.80 | 5.86 | NA | NA | NA | … | … | 4.32 | 5.83 | 10.27 | 6.73 | 6.54 | -1.97 | -6.52 | 5.06 |
| Sharpe Ratio | NA | 1.54 | 1.83 | 1.13 | NA | NA | NA | … | … | 2.36 | 1.10 | 1.94 | 1.04 | 1.79 | -0.59 | -0.56 | 1.00 |
| Standard Deviation(%) | NA | 2.81 | 3.00 | 3.09 | NA | NA | NA | … | … | 3.18 | 2.70 | 3.43 | 2.99 | 2.86 | 3.36 | 12.01 | 8.99 |
| Draw Down(%) | NA | 1.22 | 2.37 | 4.58 | NA | NA | NA | … | … | 1.01 | 1.38 | 2.37 | 2.33 | 1.68 | 5.57 | 17.60 | 4.33 |
| Yield(%) | 0.00 | 4.62 | 6.48 | 6.05 | 3.72 | 2.48 | 1.86 | … | … | 0.76 | 6.14 | 6.48 | 7.64 | 7.30 | 5.94 | 3.03 | 5.29 |
Data as of 06/03/2026, Common starting date is 07/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMORX (Putnam Mortgage Opportunities Fund Class A Shares) |
-0.91%
Sep 2019 – Sep 2022 |
2.70%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMORX (Putnam Mortgage Opportunities Fund Class A Shares) |
8.77%
May 2023 – May 2026 |
6.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart