Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFRYX (Putnam Floating Rate Y Share) | 0.78% | 3.97% | 7.41% | 5.27% | 4.45% | 4.20% | 4.03% | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFRYX (Putnam Floating Rate Y Share) | 10/03/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 3.97 | 7.41 | 5.27 | 4.45 | 4.20 | 4.03 | … | … | 0.78 | 4.87 | 8.20 | 12.94 | -1.36 | 3.28 | 0.92 | 8.38 | -0.46 | 3.55 | 8.89 | -0.94 | 0.35 | 5.79 | 9.90 | 1.66 | 9.46 | 41.88 | -29.54 | 2.07 | 6.18 | 0.68 |
| Sharpe Ratio | NA | 0.51 | 1.50 | 0.93 | 0.68 | NA | NA | … | … | -0.24 | 0.70 | 1.87 | 2.81 | -0.77 | 2.73 | 0.06 | 2.77 | -0.98 | 2.24 | 4.25 | -0.48 | 0.16 | 3.59 | 4.85 | 0.42 | 3.92 | 8.97 | -3.84 | -0.40 | 1.54 | 0.03 |
| Standard Deviation(%) | NA | 2.58 | 2.78 | 2.94 | 4.09 | NA | NA | … | … | 2.86 | 2.85 | 2.45 | 3.33 | 3.64 | 1.19 | 10.50 | 2.49 | 1.89 | 1.30 | 2.04 | 2.03 | 2.05 | 1.60 | 2.05 | 3.86 | 2.39 | 4.66 | 7.92 | 2.72 | 1.80 | 1.35 |
| Draw Down(%) | NA | 1.94 | 2.99 | 6.62 | 20.69 | NA | NA | … | … | 1.94 | 2.99 | 0.75 | 1.84 | 6.62 | 0.60 | 20.69 | 1.07 | 4.24 | 0.46 | 1.82 | 4.65 | 3.24 | 1.40 | 1.71 | 5.87 | 3.06 | 3.49 | 32.08 | 3.61 | 0.40 | 0.30 |
| Yield(%) | 0.59 | 6.86 | 7.83 | 6.37 | 5.11 | 4.75 | 4.47 | … | … | 2.78 | 6.80 | 7.84 | 9.36 | 4.62 | 2.88 | 3.24 | 4.96 | 4.53 | 3.95 | 4.12 | 4.45 | 3.60 | 4.43 | 5.36 | 5.27 | 5.58 | 5.84 | 5.22 | 6.87 | 6.11 | 0.88 |
Data as of 06/05/2026, Common starting date is 10/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFRYX (Putnam Floating Rate Y Share) |
-8.59%
Dec 2005 – Dec 2008 |
0.88%
Mar 2015 – Mar 2020 |
2.60%
Sep 2012 – Sep 2022 |
2.81%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFRYX (Putnam Floating Rate Y Share) |
16.44%
Dec 2008 – Dec 2011 |
12.91%
Dec 2008 – Dec 2013 |
7.43%
Dec 2008 – Dec 2018 |
6.51%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart