PSDYX | Putnam Short Duration Income Fd Cl Y

Basic Info 10.1 0(0.0%)

Putnam Short Duration Income Fd Cl Y started on 07/30/2012

Putnam Short Duration Income Fd Cl Y is classified as asset class ULTRASHORT BOND

Putnam Short Duration Income Fd Cl Y expense ratio is 0.55%

Putnam Short Duration Income Fd Cl Y rating is

(20%)

Putnam Short Duration Income Fd Cl Y (PSDYX) Dividend Info

Putnam Short Duration Income Fd Cl Y (PSDYX) dividend growth in the last 12 months is 68.16%

The trailing 12-month yield of Putnam Short Duration Income Fd Cl Y is 5.19%. its dividend history:

Date	Dividend
04/30/2024	0.0443
03/28/2024	0.0452
02/29/2024	0.0425
01/31/2024	0.0451
12/29/2023	0.0451
11/30/2023	0.0439
10/31/2023	0.0431
09/29/2023	0.0445
08/31/2023	0.0432
07/31/2023	0.0392
06/30/2023	0.0432
05/31/2023	0.0415
04/28/2023	0.0361
03/31/2023	0.0416
02/28/2023	0.0344
01/31/2023	0.0364
12/30/2022	0.0339
11/30/2022	0.03
10/31/2022	0.0237
09/30/2022	0.0231
08/31/2022	0.0182
07/29/2022	0.0145
06/30/2022	0.0102
05/31/2022	0.0076
04/29/2022	0.0057
03/31/2022	0.0042
02/28/2022	0.0029
01/31/2022	0.003
12/31/2021	0.0025
11/30/2021	0.0024
10/29/2021	0.0026
09/30/2021	0.0029
08/31/2021	0.0024
07/30/2021	0.0032
06/30/2021	0.0031
05/28/2021	0.0033
04/30/2021	0.004
03/31/2021	0.004
02/26/2021	0.004
01/29/2021	0.004
12/31/2020	0.004
11/30/2020	0.004
10/30/2020	0.004
09/30/2020	0.005
08/31/2020	0.005
07/31/2020	0.006
06/30/2020	0.008
05/29/2020	0.012
04/30/2020	0.014
03/31/2020	0.015
02/28/2020	0.015
01/31/2020	0.018
12/31/2019	0.017
11/29/2019	0.018
10/31/2019	0.019
09/30/2019	0.018
08/30/2019	0.023
07/31/2019	0.022
06/28/2019	0.021
05/31/2019	0.025
04/30/2019	0.023
03/29/2019	0.024
02/28/2019	0.021
01/31/2019	0.023
12/31/2018	0.0208
12/27/2018	0.0016
11/30/2018	0.0215
10/31/2018	0.0201
09/28/2018	0.0173
07/31/2018	0.019
06/29/2018	0.02
05/31/2018	0.019
04/30/2018	0.017
03/29/2018	0.017
02/28/2018	0.014
01/31/2018	0.014
12/29/2017	0.013
12/27/2017	0.002
11/30/2017	0.012
10/31/2017	0.012
09/29/2017	0.012
08/31/2017	0.011
07/31/2017	0.011
06/30/2017	0.011
05/31/2017	0.01
04/28/2017	0.009
03/31/2017	0.01
02/28/2017	0.008
01/31/2017	0.009
12/30/2016	0.008
11/30/2016	0.008
10/31/2016	0.007
08/31/2016	0.008
07/29/2016	0.008
06/30/2016	0.007
05/31/2016	0.007
04/29/2016	0.008
03/31/2016	0.007
02/29/2016	0.007
01/29/2016	0.006
12/31/2015	0.006
12/29/2015	0.002
11/30/2015	0.006
10/30/2015	0.005
09/30/2015	0.004
08/31/2015	0.004
07/31/2015	0.004
06/30/2015	0.005
05/29/2015	0.004
04/30/2015	0.005
03/31/2015	0.005
02/27/2015	0.004
01/30/2015	0.005
12/31/2014	0.005
12/29/2014	0.008
11/28/2014	0.005
10/31/2014	0.004
09/30/2014	0.004
08/29/2014	0.004
07/31/2014	0.004
06/30/2014	0.005
05/30/2014	0.004
04/30/2014	0.005
03/31/2014	0.005
02/28/2014	0.005
01/31/2014	0.005
12/31/2013	0.005
12/27/2013	0.004
11/29/2013	0.006
10/31/2013	0.005
09/30/2013	0.005
08/30/2013	0.005
07/31/2013	0.005
06/28/2013	0.006
05/31/2013	0.006
04/30/2013	0.006
03/28/2013	0.005
02/28/2013	0.007
01/31/2013	0.005
12/31/2012	0.006
12/27/2012	0.001
11/30/2012	0.006
10/31/2012	0.007
09/28/2012	0.005
08/31/2012	0.005
07/31/2012	0.004

Dividend Growth History for Putnam Short Duration Income Fd Cl Y (PSDYX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.4922	4.92%	178.08%	-
2022	$0.177	1.76%	360.94%	178.08%
2021	$0.0384	0.38%	-65.09%	258.02%
2020	$0.11	1.09%	-56.69%	64.78%
2019	$0.254	2.53%	26.18%	17.99%
2018	$0.2013	2.00%	54.85%	19.58%
2017	$0.13	1.29%	60.49%	24.84%
2016	$0.081	0.81%	37.29%	29.40%
2015	$0.059	0.59%	-6.35%	30.37%
2014	$0.063	0.63%	-10.00%	25.66%
2013	$0.07	0.70%	105.88%	21.54%
2012	$0.034	0.34%	-	27.50%

Dividend Growth Chart for Putnam Short Duration Income Fd Cl Y (PSDYX)

Putnam Short Duration Income Fd Cl Y (PSDYX) Historical Returns And Risk Info

From 08/06/2012 to 05/17/2024, the compound annualized total return (dividend reinvested) of Putnam Short Duration Income Fd Cl Y (PSDYX) is 1.674%. Its cumulative total return (dividend reinvested) is 21.55%.

From 08/06/2012 to 05/17/2024, the Maximum Drawdown of Putnam Short Duration Income Fd Cl Y (PSDYX) is 2.6%.

From 08/06/2012 to 05/17/2024, the Sharpe Ratio of Putnam Short Duration Income Fd Cl Y (PSDYX) is 0.93.

From 08/06/2012 to 05/17/2024, the Annualized Standard Deviation of Putnam Short Duration Income Fd Cl Y (PSDYX) is 0.8%.

From 08/06/2012 to 05/17/2024, the Beta of Putnam Short Duration Income Fd Cl Y (PSDYX) is 0.17.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 08/06/2012	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012
Annualized Return(%)	0.0	1.8	6.1	3.0	2.4	1.8	1.7	6.1	1.2	0.1	1.5	2.9	1.7	1.4	1.0	0.4	0.5	0.8	0.5
Sharpe Ratio	NA	0.82	1.35	0.53	0.75	0.86	0.93	1.11	-0.28	0.18	1.07	1.95	0.61	1.82	2.36	1.86	1.07	1.82	1.84
Draw Down(%)	NA	0.2	0.2	0.6	2.6	2.6	2.6	0.5	0.5	0.2	2.6	0.1	0.2	0.1	0.1	0.1	0.1	0.2	0.1
Standard Deviation(%)	NA	1.6	1.7	1.2	1.1	0.9	0.8	1.7	0.8	0.3	1.2	0.7	0.7	0.4	0.3	0.2	0.5	0.4	0.7
Treynor Ratio	NA	0.04	0.07	0.03	0.04	0.04	0.04	0.07	-0.02	0.01	0.15	0.07	0.02	0.06	0.52	0.23	0.1	0.06	0.06
Alpha	NA	0.01	0.01	0.0	0.0	0.0	0.0	0.01	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Beta	NA	0.35	0.34	0.21	0.2	0.17	0.17	0.25	0.11	0.08	0.08	0.2	0.22	0.13	0.02	0.02	0.05	0.12	0.21
RSquare	NA	0.34	0.35	0.24	0.18	0.15	0.15	0.29	0.14	0.07	0.01	0.23	0.17	0.1	0.0	0.01	0.01	0.08	0.06
Yield(%)	N/A	1.8	5.2	2.9	2.3	1.8	N/A	4.8	1.6	0.0	1.0	2.4	2.0	1.2	1.1	0.2	0.1	0.5	0.3
Dividend Growth(%)	N/A	-62.5	68.2	67.3	91.2	N/A	N/A	200.0	N/A	-100.0	-58.3	20.0	66.7	9.1	450.0	100.0	-80.0	66.7	N/A

Return Calculator for Putnam Short Duration Income Fd Cl Y (PSDYX)

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Putnam Short Duration Income Fd Cl Y (PSDYX) Historical Return Chart

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Putnam Short Duration Income Fd Cl Y (PSDYX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/06/2012 to 05/17/2024, the worst annualized return of 3-year rolling returns for Putnam Short Duration Income Fd Cl Y (PSDYX) is 0.54%.

From 08/06/2012 to 05/17/2024, the worst annualized return of 5-year rolling returns for Putnam Short Duration Income Fd Cl Y (PSDYX) is 0.81%.

From 08/06/2012 to 05/17/2024, the worst annualized return of 10-year rolling returns for Putnam Short Duration Income Fd Cl Y (PSDYX) is 1.07%.

From 08/06/2012 to 05/17/2024, the worst annualized return of 20-year rolling returns for Putnam Short Duration Income Fd Cl Y (PSDYX) is NA.

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