Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMOTX (Putnam Mortgage Opport Fund Class I) | 4.42% | 7.32% | 9.24% | 6.23% | 5.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMOTX (Putnam Mortgage Opport Fund Class I) | 04/07/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.32 | 9.24 | 6.23 | 5.40 | NA | NA | … | … | 4.42 | 6.25 | 10.80 | 7.04 | 6.98 | -1.70 | -6.27 | 12.01 | 3.12 | 6.13 | 4.64 | -3.80 |
| Sharpe Ratio | NA | 1.67 | 2.05 | 1.28 | 0.83 | NA | NA | … | … | 2.32 | 1.25 | 2.38 | 1.10 | 1.93 | -0.53 | -0.58 | 4.27 | 0.77 | 2.19 | 1.58 | -1.04 |
| Standard Deviation(%) | NA | 2.87 | 2.89 | 3.03 | 4.45 | NA | NA | … | … | 3.35 | 2.69 | 3.02 | 3.10 | 2.89 | 3.25 | 11.26 | 2.47 | 2.27 | 2.50 | 2.80 | 4.94 |
| Draw Down(%) | NA | 1.29 | 1.33 | 4.32 | 17.86 | NA | NA | … | … | 0.90 | 1.33 | 1.23 | 2.26 | 1.68 | 5.24 | 17.86 | 0.56 | 2.48 | 2.05 | 5.51 | 5.03 |
| Yield(%) | 0.00 | 4.97 | 6.88 | 6.38 | 5.53 | 3.49 | 2.62 | … | … | 0.89 | 6.53 | 6.86 | 8.03 | 7.60 | 6.20 | 3.28 | 7.14 | 5.78 | 0.81 | 2.97 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMOTX (Putnam Mortgage Opport Fund Class I) |
-0.60%
Sep 2019 – Sep 2022 |
1.42%
May 2015 – May 2020 |
4.01%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMOTX (Putnam Mortgage Opport Fund Class I) |
9.21%
May 2023 – May 2026 |
6.67%
May 2020 – May 2025 |
5.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart