Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSDRX (Putnam Short Duration Incm Fd Cl R) | 0.91% | 3.55% | 4.68% | 3.31% | 2.19% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/10/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSDRX (Putnam Short Duration Incm Fd Cl R) | 11/10/2011 | 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.55 | 4.68 | 3.31 | 2.19 | NA | NA | … | … | 0.91 | 4.56 | 5.16 | 5.45 | 0.77 | -0.29 | 1.00 | 2.34 | 0.98 | 0.91 | 0.55 | -0.02 | 0.03 | 0.20 | 0.55 | 0.00 |
| Sharpe Ratio | NA | 1.07 | 1.10 | 0.63 | 0.55 | NA | NA | … | … | -0.23 | 1.26 | 1.01 | 1.20 | -0.84 | -1.41 | 0.65 | 1.23 | -0.99 | 0.60 | 1.49 | -0.17 | 0.04 | 0.32 | 0.95 | -0.01 |
| Standard Deviation(%) | NA | 1.29 | 1.42 | 1.24 | 0.99 | NA | NA | … | … | 1.20 | 1.33 | 1.53 | 1.50 | 0.78 | 0.22 | 1.15 | 0.70 | 0.40 | 0.42 | 0.22 | 0.30 | 0.35 | 0.51 | 0.53 | 0.39 |
| Draw Down(%) | NA | 0.39 | 0.40 | 0.94 | 2.59 | NA | NA | … | … | 0.39 | 0.40 | 0.20 | 0.50 | 0.75 | 0.29 | 2.59 | 0.10 | 0.10 | 0.10 | 0.10 | 0.29 | 0.21 | 0.20 | 0.10 | 0.10 |
| Yield(%) | 0.00 | 3.58 | 4.30 | 3.16 | 2.08 | 1.44 | 1.08 | … | … | 1.19 | 4.16 | 4.75 | 4.43 | 1.29 | 0.01 | 0.59 | 2.02 | 1.28 | 0.81 | 0.35 | 0.08 | 0.13 | 0.20 | 0.15 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PSDRX (Putnam Short Duration Incm Fd Cl R) |
0.04%
Jan 2013 – Jan 2016 |
0.26%
Dec 2011 – Dec 2016 |
0.54%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSDRX (Putnam Short Duration Incm Fd Cl R) |
5.10%
Oct 2022 – Oct 2025 |
3.31%
Apr 2021 – Apr 2026 |
2.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart