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PHYIX: PUTNAM HIGH YIELD ADVANTAGE FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 5.37 0.02(0.37%) June 05
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 05/14/1986 |
| Last Dividend Date: | 04/27/2026 |
| 12-Mo. Yield | 5.66% |
| Expenses | 1.79% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 1.4 | 6.9 | 8.5 | 3.7 | 4.9 | 4.8 | 5.7 | 6.6 | 8.6 | 7.9 | 11.9 | -11.8 | 4.9 | 5.5 | 14.0 | -3.7 | 5.7 | 16.0 | -5.4 | 1.9 | 6.8 | 15.1 | 3.2 | 12.7 | 48.3 | -24.2 | 3.4 | 12.1 | 3.2 | 11.3 | 27.2 | -2.3 | 2.5 | -9.0 | 6.0 | -9.5 | 13.4 | 10.6 | 18.8 | -5.1 | 21.0 | 18.6 | 45.7 | -8.1 | -5.0 | 15.1 | 6.1 | 2.5 |
| Sharpe Ratio | NA | 0.22 | 1.46 | 1.43 | 0.25 | 0.63 | NA | NA | 1.01 | 1.59 | 1.5 | 1.57 | -1.81 | 1.98 | 0.48 | 4.35 | -1.68 | 2.18 | 3.2 | -1.35 | 0.57 | 2.31 | 5.51 | 0.59 | 3.16 | 8.02 | -2.71 | 0.08 | 3.73 | 0.36 | 3.87 | 9.45 | -0.82 | 0.01 | -4.25 | 0.89 | -2.5 | 3.58 | 2.42 | 6.45 | -2.79 | 11.1 | 6.73 | 11.59 | -2.58 | -3.59 | 5.96 | 0.57 | -0.01 |
| Draw Down(%) | NA | 2.4 | 2.4 | 4.1 | 15.2 | 21.0 | NA | NA | 31.2 | 4.1 | 1.7 | 4.4 | 15.2 | 1.8 | 21.0 | 1.3 | 6.0 | 1.9 | 5.1 | 10.5 | 5.8 | 4.9 | 2.8 | 10.1 | 4.5 | 6.7 | 31.2 | 5.7 | 1.5 | 5.0 | 4.0 | 3.0 | 11.5 | 8.4 | 12.7 | 4.1 | 18.6 | 3.8 | 2.4 | 0.7 | 9.0 | 0.5 | 2.8 | 1.3 | 12.3 | 9.9 | 0.4 | 5.7 | 4.0 |
| Standard Deviation(%) | NA | 3.5 | 2.9 | 3.6 | 4.8 | 5.2 | NA | NA | 4.3 | 3.6 | 2.8 | 5.3 | 7.3 | 2.4 | 11.0 | 2.9 | 3.1 | 2.3 | 4.9 | 4.0 | 3.3 | 2.9 | 2.8 | 5.3 | 4.0 | 6.0 | 9.3 | 3.6 | 2.3 | 2.8 | 2.7 | 2.8 | 4.2 | 4.8 | 3.1 | 2.9 | 5.2 | 2.7 | 2.8 | 2.3 | 3.0 | 1.7 | 2.4 | 3.6 | 5.3 | 3.1 | 1.7 | 3.3 | 3.1 |
| Treynor Ratio | NA | 0.01 | 0.08 | 0.07 | 0.01 | 0.04 | NA | NA | 0.06 | 0.08 | 0.07 | 0.11 | -0.14 | 0.07 | 0.05 | 0.19 | -0.08 | 0.12 | 0.18 | -0.07 | 0.03 | 0.1 | 0.27 | 0.04 | 0.21 | 0.61 | -0.28 | 0.0 | 0.31 | 0.02 | 0.21 | 0.56 | -0.07 | 0.0 | -0.39 | 0.04 | -0.11 | 0.13 | 0.09 | 0.29 | -0.13 | 0.55 | 0.27 | 0.61 | -0.16 | -0.13 | 0.37 | 0.05 | 0.0 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.02 | 0.05 | -0.03 | 0.0 | 0.03 | 0.0 | 0.02 | 0.07 | -0.01 | 0.0 | -0.05 | 0.03 | -0.02 | 0.04 | 0.04 | 0.04 | 0.0 | 0.06 | 0.06 | 0.11 | 0.03 | 0.01 | 0.04 | 0.03 | 0.01 |
| Beta | NA | 0.68 | 0.56 | 0.7 | 0.83 | 0.87 | NA | NA | 0.76 | 0.73 | 0.62 | 0.79 | 0.93 | 0.68 | 1.0 | 0.66 | 0.65 | 0.44 | 0.87 | 0.83 | 0.73 | 0.68 | 0.55 | 0.85 | 0.59 | 0.8 | 0.88 | 0.65 | 0.28 | 0.54 | 0.48 | 0.47 | 0.52 | 0.48 | 0.34 | 0.66 | 1.15 | 0.75 | 0.76 | 0.51 | 0.65 | 0.34 | 0.6 | 0.69 | 0.84 | 0.83 | 0.27 | 0.39 | 0.58 |
| RSquared | NA | 0.56 | 0.4 | 0.54 | 0.73 | 0.79 | NA | NA | 0.6 | 0.46 | 0.51 | 0.71 | 0.9 | 0.43 | 0.95 | 0.59 | 0.61 | 0.3 | 0.78 | 0.66 | 0.58 | 0.56 | 0.4 | 0.73 | 0.43 | 0.67 | 0.73 | 0.53 | 0.1 | 0.34 | 0.33 | 0.33 | 0.35 | 0.54 | 0.16 | 0.26 | 0.47 | 0.5 | 0.55 | 0.23 | 0.52 | 0.19 | 0.33 | 0.31 | 0.68 | 0.47 | 0.12 | 0.22 | 0.12 |
| Yield(%) | N/A | 1.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 7.9 | 5.8 | 4.2 | 4.3 | 4.6 | 5.3 | 4.8 | 5.2 | 6.5 | 5.4 | 5.2 | 6.0 | 6.9 | 7.3 | 7.1 | 10.0 | 7.3 | 7.1 | 7.4 | 6.8 | 7.3 | 9.7 | 8.7 | 10.9 | 10.6 | 10.5 | 9.4 | 9.5 | 9.3 | 11.0 | 9.7 | 11.5 | 13.1 | 16.6 | 13.3 | 12.6 | 13.0 | 11.3 | 7.2 |
| Dividend Growth(%) | N/A | -67.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -22.5 | 43.3 | 14.7 | 0.0 | -6.7 | -6.3 | 0.0 | -5.9 | -12.8 | 8.3 | 0.0 | -12.0 | -7.8 | -8.3 | 7.7 | -3.8 | -4.5 | -0.7 | -0.4 | 5.7 | -3.2 | -12.7 | -0.8 | -27.0 | -16.9 | -3.8 | -8.5 | 1.8 | 3.4 | -9.7 | -2.9 | -9.0 | -7.9 | -0.1 | -1.0 | -12.8 | -1.4 | 8.3 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/25/1986
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