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
PSDLX (Putnam Short Duration Incm Fd Cl C) 0.93% 3.56% 4.68% 3.29% 2.22% NA NA
Data as of 06/03/2026, Common starting date is 11/10/2011
More Performance Analytics Comparison
Name Start Date End Date
PSDLX (Putnam Short Duration Incm Fd Cl C) 11/10/2011 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 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 3.56 4.68 3.29 2.22 NA NA 0.93 4.45 5.16 5.55 0.77 -0.29 1.00 2.34 1.26 0.91 0.65 -0.12 0.03 0.20 0.55 0.00
Sharpe Ratio NA 1.06 1.10 0.62 0.58 NA NA -0.19 1.12 1.01 1.31 -0.88 -1.19 0.65 1.38 -0.24 0.63 2.18 -0.44 0.04 0.43 1.40 0.00
Standard Deviation(%) NA 1.32 1.44 1.24 1.00 NA NA 1.19 1.41 1.53 1.46 0.75 0.26 1.15 0.63 0.50 0.40 0.20 0.34 0.37 0.38 0.36 NA
Draw Down(%) NA 0.39 0.49 1.04 2.59 NA NA 0.39 0.49 0.20 0.50 0.75 0.29 2.59 0.10 0.10 0.10 0.00 0.27 0.21 0.20 0.10 0.00
Yield(%) 0.00 3.60 4.31 3.16 2.11 1.46 1.09 1.21 4.15 4.75 4.43 1.29 0.01 0.59 2.02 1.55 0.81 0.35 0.08 0.13 0.20 0.15 0.00
Data as of 06/03/2026, Common starting date is 11/10/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSDLX (Putnam Short Duration Incm Fd Cl C) 0.04%
Dec 2012 – Dec 2015
0.26%
Dec 2011 – Dec 2016
0.57%
Jun 2012 – Jun 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSDLX (Putnam Short Duration Incm Fd Cl C) 5.13%
Oct 2022 – Oct 2025
3.31%
Apr 2021 – Apr 2026
2.23%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return