Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSIBX (PUTNAM DIVERSIFIED INCOME TRUST CLASS B SHARES) | NA | 6.69% | 2.06% | 2.14% | 1.02% | 2.07% | 2.24% | … | … |
Data as of 04/17/2025, Common starting date is 03/09/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSIBX (PUTNAM DIVERSIFIED INCOME TRUST CLASS B SHARES) | 03/09/1993 | 04/17/2025 |
| 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 | 6.69 | 2.06 | 2.14 | 1.02 | 2.07 | 2.24 | … | … | 0.00 | 5.80 | 3.76 | -3.94 | -7.59 | -0.99 | 11.24 | -2.02 | 3.71 | 4.22 | -3.69 | 0.21 | 7.09 | 11.97 | -4.39 | 11.42 | 56.80 | -36.48 | 2.55 | 5.93 | 2.59 | 8.26 | 18.11 | 6.11 | 2.90 | -0.83 | 1.29 | -2.56 | 7.29 | 8.06 | 16.22 | -7.65 | 8.01 |
| Sharpe Ratio | NA | 1.33 | -0.30 | 0.05 | -0.07 | NA | NA | … | … | 0.00 | 0.63 | 0.02 | -1.25 | -2.42 | -0.14 | 3.79 | -1.06 | 1.14 | 0.79 | -0.65 | 0.04 | 2.20 | 3.43 | -1.00 | 3.08 | 6.77 | -2.17 | -0.19 | 1.27 | 0.17 | 2.51 | 6.26 | 1.78 | 0.12 | -1.73 | -0.72 | -1.59 | 1.14 | 1.27 | 3.81 | -3.59 | 3.00 |
| Standard Deviation(%) | NA | 2.48 | 4.18 | 3.99 | 4.67 | NA | NA | … | … | NA | 3.45 | 5.03 | 4.30 | 3.15 | 8.78 | 2.58 | 3.23 | 2.70 | 5.08 | 5.76 | 4.88 | 3.21 | 3.50 | 4.40 | 3.68 | 8.38 | 17.24 | 3.11 | 1.99 | 1.95 | 2.90 | 2.78 | 2.79 | 3.69 | 2.93 | 2.90 | 3.79 | 3.14 | 3.45 | 3.21 | 2.99 | 2.56 |
| Draw Down(%) | NA | 1.10 | 7.65 | 16.84 | 18.27 | NA | NA | … | … | 0.00 | 2.26 | 6.02 | 8.19 | 9.74 | 18.27 | 0.88 | 4.94 | 1.77 | 8.97 | 6.44 | 5.55 | 2.76 | 3.38 | 10.07 | 2.02 | 4.79 | 45.82 | 2.88 | 1.35 | 1.95 | 4.21 | 3.99 | 3.80 | 3.92 | 4.67 | 4.54 | 8.96 | 3.57 | 2.86 | 1.44 | 8.94 | 1.21 |
| Yield(%) | 0.00 | 2.83 | 4.21 | 3.67 | 3.52 | 4.00 | 3.94 | … | … | 0.00 | 4.34 | 5.50 | 4.16 | 2.64 | 2.95 | 3.73 | 4.28 | 4.96 | 4.66 | 3.83 | 4.20 | 4.97 | 5.31 | 5.72 | 8.53 | 17.72 | 5.85 | 4.60 | 4.72 | 6.32 | 4.99 | 8.15 | 7.73 | 8.04 | 8.10 | 7.57 | 6.13 | 6.15 | 6.46 | 6.26 | 5.97 | 5.16 |
Data as of 04/17/2025, Common starting date is 03/09/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIBX (PUTNAM DIVERSIFIED INCOME TRUST CLASS B SHARES) |
-13.13%
Nov 2005 – Nov 2008 |
-5.93%
Nov 2003 – Nov 2008 |
-0.73%
Nov 1998 – Nov 2008 |
0.94%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSIBX (PUTNAM DIVERSIFIED INCOME TRUST CLASS B SHARES) |
20.76%
Nov 2008 – Nov 2011 |
15.90%
Nov 2008 – Nov 2013 |
8.35%
Nov 2008 – Nov 2018 |
5.21%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart