Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POLYX (Putnam Mortgage Securities Fund Class R6) | 2.55% | 9.06% | 7.53% | 1.01% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POLYX (Putnam Mortgage Securities Fund Class R6) | 05/21/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 9.06 | 7.53 | 1.01 | NA | NA | NA | … | … | 2.55 | 10.83 | 4.71 | 4.03 | -10.41 | -3.99 | -0.33 | 12.80 | 0.67 |
| Sharpe Ratio | NA | 1.53 | 0.73 | -0.17 | NA | NA | NA | … | … | 0.95 | 1.30 | 0.17 | 0.05 | -1.34 | -1.32 | -0.06 | 4.35 | -0.15 |
| Standard Deviation(%) | NA | 5.02 | 6.44 | 6.84 | NA | NA | NA | … | … | 5.10 | 6.14 | 6.45 | 7.68 | 8.90 | 3.05 | 9.38 | 2.61 | 2.83 |
| Draw Down(%) | NA | 2.50 | 6.73 | 20.07 | NA | NA | NA | … | … | 2.50 | 3.89 | 3.99 | 9.05 | 17.02 | 6.73 | 15.03 | 0.63 | 3.04 |
| Yield(%) | 0.00 | 5.56 | 9.97 | 7.13 | 4.97 | 3.32 | 2.49 | … | … | 1.75 | 7.24 | 16.43 | 8.47 | 10.63 | 4.38 | 4.41 | 5.26 | 2.78 |
Data as of 06/05/2026, Common starting date is 05/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POLYX (Putnam Mortgage Securities Fund Class R6) |
-5.82%
Oct 2019 – Oct 2022 |
-1.57%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POLYX (Putnam Mortgage Securities Fund Class R6) |
7.61%
Oct 2022 – Oct 2025 |
1.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart