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
PSDTX: Putnam Short Duration Income Fd Cl A (MUTUAL FUND)
Basic Info 10.11 0(0.0%) June 05
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 08/30/2012 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 3.95% |
| Expenses | 0.55% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.4 | 4.3 | 5.2 | 3.8 | 2.6 | 2.1 | 4.9 | 5.6 | 6.0 | 1.2 | -0.0 | 1.4 | 2.8 | 1.6 | 1.3 | 0.9 | 0.3 | 0.5 | 0.6 | 0.4 |
| Sharpe Ratio | NA | 0.6 | 1.21 | 1.29 | 0.92 | 0.93 | 0.93 | 1.38 | 1.23 | 1.45 | -0.25 | -0.16 | 0.98 | 1.79 | 0.37 | 1.55 | 1.86 | 1.03 | 1.6 | 1.38 | 2.68 |
| Draw Down(%) | NA | 0.4 | 0.4 | 0.4 | 0.7 | 2.6 | 2.6 | 0.4 | 0.2 | 0.5 | 0.6 | 0.2 | 2.6 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 |
| Standard Deviation(%) | NA | 1.3 | 1.4 | 1.5 | 1.3 | 1.1 | 0.9 | 1.5 | 1.6 | 1.6 | 0.8 | 0.3 | 1.2 | 0.7 | 0.6 | 0.4 | 0.4 | 0.2 | 0.3 | 0.4 | 0.4 |
| Treynor Ratio | NA | 0.02 | 0.04 | 0.05 | 0.05 | 0.04 | 0.04 | 0.05 | 0.05 | 0.09 | -0.02 | -0.1 | 0.16 | 0.07 | 0.01 | 0.06 | 0.15 | 0.11 | 0.09 | 0.05 | 0.11 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 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 | 0.42 | 0.45 | 0.39 | 0.27 | 0.24 | 0.22 | 0.44 | 0.38 | 0.25 | 0.09 | 0.0 | 0.07 | 0.2 | 0.21 | 0.1 | 0.05 | 0.02 | 0.06 | 0.11 | 0.09 |
| RSquared | NA | 0.5 | 0.46 | 0.4 | 0.29 | 0.23 | 0.21 | 0.45 | 0.36 | 0.31 | 0.11 | 0.0 | 0.01 | 0.24 | 0.17 | 0.06 | 0.03 | 0.02 | 0.04 | 0.07 | 0.07 |
| Yield(%) | N/A | 1.7 | N/A | N/A | N/A | N/A | N/A | 4.6 | 5.1 | 4.8 | 1.7 | 0.3 | 1.0 | 2.4 | 1.9 | 1.2 | 0.7 | 0.5 | 0.5 | 0.6 | 0.3 |
| Dividend Growth(%) | N/A | -63.2 | N/A | N/A | N/A | N/A | N/A | -10.6 | 7.5 | 189.8 | 472.4 | -71.0 | -59.0 | 27.6 | 59.2 | 66.8 | 50.0 | -5.9 | -15.0 | 130.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/17/2011
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 ULTRASHORT BOND Asset Class Trend Rankings |
Top Rated Funds in ULTRASHORT BOND
Best Mutual Funds
- SIGVX (RIDGEWORTH SEIX U.S. GOVERNMENT SECURITIES ULTRA-SHORT BOND FUND I SHARES) (100%)
- PIASX (PIA SHORT-TERM SECURITIES FUND ADVISOR CLASS) (98%)
- DFIHX (DFA ONE-YEAR FIXED INCOME PORTFOLIO DFA ONE-YEAR FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) (97%)
- FGUSX (FEDERATED GOVERNMENT ULTRASHORT DURATION FUND INSTITUTIONAL SHARES) (95%)
- FEUSX (FEDERATED GOVERNMENT ULTRASHORT DURATION FUND SERVICE SHARES) (93%)
- GEIIX (GOLDMAN SACHS ENHANCED INCOME FUND INSTITUTIONAL) (92%)
- PTSHX (SHORT-TERM FUND INSTITUTIONAL) (88%)
- EKIZX (WELLS FARGO ADJUSTABLE RATE GOVERNMENT FUND INSTITUTIONAL CLASS) (86%)
- CMGUX (CMG ULTRA SHORT TERM BOND FUND CMG ULTRA SHORT TERM BOND FUND) (85%)
- TGSMX (TCW SHORT TERM BOND FUND I CLASS) (83%)
Best ETFs
- MINT (PIMCO Enhanced Short Maturity Active Exchange-Traded Fund) (44%)
- GSY (Invesco Ultra Short Duration ETF) (42%)
- FLOT (iShares Floating Rate Bond ETF) (41%)
- FLTR (VanEck IG Floating Rate ETF) (39%)
Latest Articles Related to PSDTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
