It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PGBRX: PUTNAM GLOBAL INCOME TRUST CLASS R SHARES (MUTUAL FUND)
Basic Info 9.94 0.04(0.40%) June 05
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 12/17/2003 |
| Last Dividend Date: | 04/27/2026 |
| 12-Mo. Yield | 3.02% |
| Expenses | 0.91% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/17/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -0.5 | 1.9 | 3.6 | -1.9 | 0.4 | 0.7 | 2.7 | 2.5 | 6.0 | 0.9 | 4.9 | -15.3 | -6.6 | 5.6 | 9.2 | -2.7 | 7.0 | 2.0 | -2.8 | 2.0 | 0.8 | 7.4 | 2.2 | 9.1 | 39.5 | -15.2 | 7.7 | 6.2 | -5.2 | 9.2 | 0.8 |
| Sharpe Ratio | NA | -0.94 | -0.21 | 0.08 | -0.88 | -0.27 | NA | NA | 0.29 | 0.87 | -0.59 | 0.22 | -2.44 | -2.27 | 0.94 | 2.53 | -1.28 | 2.29 | 0.4 | -1.26 | 1.13 | 0.23 | 3.01 | 0.57 | 1.58 | 5.01 | -1.5 | 0.82 | 0.58 | -1.46 | 1.2 | 8.79 |
| Draw Down(%) | NA | 2.9 | 2.9 | 5.3 | 23.8 | 25.6 | NA | NA | 26.9 | 1.3 | 3.3 | 7.4 | 20.2 | 7.2 | 10.7 | 1.8 | 5.3 | 1.6 | 5.8 | 3.9 | 3.0 | 5.0 | 1.8 | 5.2 | 5.7 | 4.2 | 26.9 | 3.6 | 3.0 | 6.5 | 6.3 | 0.2 |
| Standard Deviation(%) | NA | 3.8 | 3.4 | 4.4 | 5.1 | 4.5 | NA | NA | 5.1 | 3.6 | 4.6 | 5.9 | 6.9 | 2.9 | 5.6 | 3.0 | 3.2 | 2.8 | 4.4 | 2.3 | 1.8 | 3.1 | 2.5 | 3.8 | 5.7 | 7.9 | 10.7 | 5.6 | 4.9 | 5.1 | 6.9 | 2.6 |
| Treynor Ratio | NA | -0.05 | -0.01 | 0.0 | -0.05 | -0.02 | NA | NA | 0.02 | 0.04 | -0.03 | 0.02 | -0.21 | -0.11 | 0.06 | 0.1 | -0.06 | 0.12 | 0.03 | -0.16 | -0.74 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.75 | 0.8 | 0.89 | 0.84 | 0.8 | NA | NA | 0.72 | 0.76 | 0.99 | 0.85 | 0.81 | 0.63 | 0.83 | 0.75 | 0.69 | 0.52 | 0.55 | 0.18 | -0.03 | 0.47 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.76 | 0.63 | 0.65 | 0.65 | 0.53 | NA | NA | 0.17 | 0.47 | 0.69 | 0.68 | 0.65 | 0.48 | 0.45 | 0.46 | 0.17 | 0.19 | 0.15 | 0.08 | 0.0 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.9 | 3.0 | 3.3 | 2.1 | 2.1 | 2.3 | 3.6 | N/A | 3.7 | 4.0 | 1.8 | 1.5 | 1.3 | 1.5 | 1.9 | 2.1 | 3.1 | 2.9 | 3.1 | 2.8 | 2.8 | 3.3 | 5.4 | 6.9 | 14.9 | 5.2 | 3.9 | 4.9 | 3.8 | 2.8 | 6.2 |
| Dividend Growth(%) | N/A | -73.8 | -34.9 | 82.7 | 4.1 | -58.0 | N/A | N/A | N/A | -9.2 | 122.2 | 0.0 | 4.7 | -5.5 | -17.6 | -11.2 | -29.9 | 5.7 | -12.7 | 10.3 | -1.1 | -12.8 | -41.0 | -20.1 | -42.9 | 126.0 | 42.0 | -20.5 | 17.5 | 44.7 | -57.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/17/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
Top Rated Funds in WORLD BOND
Best Mutual Funds
- RPIBX (T. ROWE PRICE INTERNATIONAL BOND FUND T. ROWE PRICE INTERNATIONAL BOND FUND) (98%)
- IOSIX (VOYA GLOBAL BOND PORTFOLIO CLASS I) (97%)
- DFGFX (DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- OIBYX (Oppenheimer International Bond Y) (95%)
- SDGIX (DREYFUS/STANDISH GLOBAL FIXED INCOME FUND DREYFUS/STANDISH GLOBAL FIXED INCOME FUND - CLASS I) (94%)
- MAWIX (Blk Rk Sg Bf Ins) (94%)
- PWFYX (PACE INTERNATIONAL FIXED INCOME INVESTMENTS CLASS Y) (93%)
- RCWFX (CAPITAL WORLD BOND FUND CLASS R-5) (92%)
- PFUIX (FOREIGN BOND FUND (UNHEDGED) INSTITUTIONAL) (91%)
- VCIFX (INTERNATIONAL GOVERNMENT BOND FUND INTERNATIONAL GOVERNMENT BOND FUND) (90%)
Best ETFs
- BWX (SPDR Bloomberg International Treasury Bond ETF) (98%)
- WIP (SPDR FTSE International Government Inflation-Protected Bond ETF) (96%)
- IGOV (iShares International Treasury Bond ETF) (75%)
- ISHG (iShares 1-3 Year International Treasury Bond ETF) (48%)
- BWZ (SPDR Bloomberg Short Term International Treasury Bond ETF) (47%)
- GTIP (Goldman Sachs Access Inflation Protected USD Bond ETF) (44%)
- PICB (Invesco International Corporate Bond ETF) (43%)
- IBND (SPDR Bloomberg International Corporate Bond ETF) (43%)
- HYXU (iShares International High Yield Bond ETF) (41%)
- IHY (VanEck International High Yield Bond ETF) (39%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific IF Inc) 0.76% (100%)
- FCO (Aberdeen Global IF Inc) (99%)
- MIN (MFS Intermediate Income Trust) 1.21% (99%)
- GDO (Western Asset Global Corporate Defined Opportunity Closed Fund) 0.84% (41%)
- PDI (PIMCO Dynamic Income Fund) 0.18% (40%)
- BWG (Brandywineglobal Global Income Opportunities Fund Inc) 0.88% (40%)
Latest Articles Related to PGBRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
