Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUICX (PUTNAM INCOME FUND CLASS C SHARES) | 0.62% | 4.72% | 4.29% | -0.79% | 1.15% | 1.66% | 2.93% | … | … |
Data as of 06/11/2026, Common starting date is 08/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUICX (PUTNAM INCOME FUND CLASS C SHARES) | 08/13/1999 | 06/11/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 4.72 | 4.29 | -0.79 | 1.15 | 1.66 | 2.93 | … | … | 0.62 | 6.78 | 2.08 | 4.08 | -13.62 | -4.55 | 2.93 | 10.49 | -0.43 | 5.12 | 1.47 | -2.49 | 4.27 | 1.33 | 9.88 | 4.23 | 7.47 | 43.61 | -20.85 | 4.38 | 3.40 | 1.44 | 3.58 | 3.82 | 7.68 | 7.01 | 6.79 | 0.85 |
| Sharpe Ratio | NA | 0.45 | 0.15 | -0.57 | -0.10 | NA | NA | … | … | -0.66 | 0.87 | -0.27 | 0.06 | -1.92 | -1.57 | 0.35 | 2.42 | -0.64 | 1.75 | 0.44 | -1.06 | 2.61 | 0.35 | 3.43 | 0.99 | 1.82 | 6.23 | -1.89 | 0.43 | -0.01 | -0.28 | 0.70 | 0.76 | 1.70 | 1.07 | 0.72 | -0.33 |
| Standard Deviation(%) | NA | 3.67 | 5.32 | 5.91 | 5.20 | NA | NA | … | … | 3.74 | 4.49 | 5.82 | 6.89 | 7.88 | 2.91 | 7.59 | 3.73 | 2.84 | 2.56 | 2.83 | 2.38 | 1.63 | 3.65 | 2.88 | 4.25 | 4.05 | 6.99 | 11.48 | 2.89 | 2.76 | 2.93 | 3.69 | 4.10 | 3.84 | 4.31 | 3.57 | 4.10 |
| Draw Down(%) | NA | 2.55 | 5.80 | 20.35 | 24.00 | NA | NA | … | … | 2.55 | 2.78 | 4.04 | 7.80 | 18.23 | 4.72 | 10.62 | 2.07 | 2.37 | 1.02 | 3.45 | 4.11 | 0.80 | 5.42 | 1.02 | 3.02 | 2.92 | 2.67 | 31.53 | 2.04 | 2.46 | 2.51 | 4.63 | 4.82 | 2.09 | 3.73 | 3.75 | 1.79 |
| Yield(%) | 0.00 | 3.86 | 5.96 | 4.49 | 3.64 | 3.37 | 4.01 | … | … | 1.41 | 4.00 | 8.02 | 6.51 | 5.62 | 2.74 | 1.64 | 4.21 | 2.76 | 2.84 | 2.62 | 2.18 | 3.54 | 3.11 | 2.33 | 4.04 | 6.00 | 8.60 | 5.81 | 4.72 | 3.59 | 2.60 | 2.06 | 2.89 | 4.57 | 5.10 | 6.39 | 2.55 |
Data as of 06/11/2026, Common starting date is 08/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUICX (PUTNAM INCOME FUND CLASS C SHARES) |
-7.73%
Oct 2020 – Oct 2023 |
-3.04%
Nov 2003 – Nov 2008 |
-0.27%
Oct 2013 – Oct 2023 |
1.65%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUICX (PUTNAM INCOME FUND CLASS C SHARES) |
18.99%
Nov 2008 – Nov 2011 |
13.53%
Nov 2008 – Nov 2013 |
7.30%
Nov 2008 – Nov 2018 |
5.35%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart
