Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNCBX (PUTNAM INCOME FUND CLASS B SHARES) | NA | 0.00% | 3.40% | -2.22% | 0.74% | 1.66% | 2.67% | … | … |
Data as of 09/23/2025, Common starting date is 03/12/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNCBX (PUTNAM INCOME FUND CLASS B SHARES) | 03/12/1993 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 3.40 | -2.22 | 0.74 | 1.66 | 2.67 | … | … | 0.00 | 5.13 | 4.20 | -13.68 | -4.59 | 2.94 | 10.36 | -0.41 | 5.13 | 1.49 | -2.49 | 4.36 | 1.33 | 9.74 | 4.24 | 7.48 | 43.44 | -20.88 | 4.54 | 3.39 | 1.44 | 3.57 | 3.82 | 7.80 | 7.03 | 6.76 | -2.62 | 2.92 | 7.52 | 3.30 | 18.85 | -5.11 | 6.38 |
| Sharpe Ratio | NA | 0.00 | 0.00 | -0.78 | -0.15 | NA | NA | … | … | 0.00 | 0.31 | 0.08 | -1.90 | -1.58 | 0.35 | 2.37 | -0.61 | 1.75 | 0.44 | -1.11 | 2.74 | 0.36 | 3.49 | 1.05 | 1.87 | 6.21 | -1.92 | 0.47 | -0.01 | -0.28 | 0.70 | 0.75 | 1.78 | 1.07 | 0.69 | -1.39 | -0.13 | 1.03 | -0.06 | 3.54 | -2.06 | 1.86 |
| Standard Deviation(%) | NA | 0.80 | 5.76 | 5.63 | 4.93 | NA | NA | … | … | NA | 4.91 | 7.02 | 7.97 | 2.93 | 7.61 | 3.75 | 2.94 | 2.57 | 2.88 | 2.28 | 1.59 | 3.56 | 2.80 | 4.02 | 3.95 | 6.98 | 11.36 | 2.99 | 2.80 | 2.94 | 3.69 | 4.13 | 3.74 | 4.36 | 3.69 | 4.30 | 4.12 | 3.69 | 5.48 | 4.20 | 3.98 | 3.11 |
| Draw Down(%) | NA | 0.00 | 7.70 | 24.04 | 24.04 | NA | NA | … | … | 0.00 | 3.39 | 7.70 | 18.24 | 4.76 | 10.65 | 2.07 | 2.55 | 1.03 | 3.45 | 4.13 | 0.83 | 5.29 | 0.94 | 2.88 | 2.86 | 2.68 | 31.58 | 2.04 | 2.46 | 2.51 | 4.64 | 4.83 | 2.10 | 3.73 | 3.77 | 5.07 | 4.07 | 3.18 | 5.44 | 2.34 | 7.38 | 2.41 |
| Yield(%) | 0.00 | 0.00 | 4.60 | 2.99 | 2.96 | 3.09 | 3.60 | … | … | 0.00 | 2.72 | 6.46 | 5.62 | 2.72 | 1.64 | 4.22 | 2.78 | 2.84 | 2.64 | 2.18 | 3.49 | 3.12 | 2.34 | 4.05 | 5.85 | 8.58 | 5.82 | 4.72 | 3.58 | 2.60 | 2.05 | 2.88 | 4.67 | 5.11 | 6.36 | 5.43 | 5.54 | 6.03 | 6.11 | 6.66 | 5.54 | 5.97 |
Data as of 09/23/2025, Common starting date is 03/12/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNCBX (PUTNAM INCOME FUND CLASS B SHARES) |
-7.73%
Oct 2020 – Oct 2023 |
-3.07%
Nov 2003 – Nov 2008 |
-0.27%
Oct 2013 – Oct 2023 |
1.60%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNCBX (PUTNAM INCOME FUND CLASS B SHARES) |
19.04%
Nov 2008 – Nov 2011 |
13.56%
Nov 2008 – Nov 2013 |
7.31%
Nov 2008 – Nov 2018 |
5.40%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart