Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PSDGX (Putnam Short Duration Income Fd Cl M) NA 2.58% 1.74% 1.27% NA NA NA
Data as of 11/25/2019, Common starting date is 07/30/2012
More Performance Analytics Comparison
Name Start Date End Date
PSDGX (Putnam Short Duration Income Fd Cl M) 07/30/2012 11/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 2.58 1.74 1.27 NA NA NA 2.36 1.58 1.15 0.97 0.23 0.46 0.56 0.37
Sharpe Ratio NA 1.51 1.03 1.05 NA NA NA 1.65 0.37 1.11 1.86 0.55 1.33 1.19 2.07
Standard Deviation(%) NA 0.74 0.62 0.54 NA NA NA 0.70 0.68 0.47 0.41 0.37 0.33 0.44 0.40
Draw Down(%) NA 0.20 0.20 0.20 NA NA NA 0.10 0.20 0.10 0.10 0.14 0.14 0.25 0.10
Yield(%) 0.00 2.45 1.73 1.26 0.74 0.50 0.37 2.04 1.87 1.15 0.67 0.43 0.46 0.56 0.27
Data as of 11/25/2019, Common starting date is 07/30/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSDGX (Putnam Short Duration Income Fd Cl M) 0.39%
Feb 2013 – Feb 2016
0.64%
Aug 2012 – Aug 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSDGX (Putnam Short Duration Income Fd Cl M) 1.74%
Sep 2016 – Sep 2019
1.27%
Oct 2014 – Oct 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return