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Putnam Short Duration Bond Fund Class C: (MF: PARQX)
(NASDAQ Mutual Funds) As of Sep 30, 2024 08:00 PM ET
$9.91 USD
-0.02 (-0.20%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.80 | 56 |
| 3 months | 2.48 | 82 |
| 6 months | 3.51 | 85 |
| 1 Year | 6.83 | 78 |
| 3 Year | 0.99 | 36 |
| 5 Year | 1.22 | 52 |
| 10 Year | 1.30 | 80 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 18.76 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 4.49 |
| 5 Year | 0.87 |
| 10 Year | 1.04 |
| Since Inception | 0.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.75 | 0.90 | NA | NA |
| 2023 | 1.52 | 0.09 | 0.81 | 2.98 |
| 2022 | -2.91 | -1.75 | -1.24 | 0.85 |
| 2021 | 0.00 | 0.39 | 0.00 | -0.97 |
| 2020 | -3.09 | 4.08 | 0.50 | 0.80 |
| 2019 | 1.74 | 1.21 | 0.42 | 0.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.80 | 5.50 | -5.00 | -0.57 | 2.18 | 3.87 | 1.31 | 2.31 | 1.48 | -1.27 | -0.01 |
| % Total Return Rel to Index | 0.72 | -0.02 | 8.01 | 0.97 | -5.31 | -4.85 | 1.29 | -1.23 | -1.17 | -1.84 | -5.95 |
| % Total Return Rel to Peer | -0.34 | -0.89 | 4.52 | -1.24 | -3.74 | -4.11 | 2.45 | -1.69 | -3.65 | 0.71 | -2.61 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 5.00 | 5.00 | 1.00 | 4.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.20 | 0.28 | 0.11 | 0.07 | 0.09 | 0.20 | 0.13 | 0.13 | 0.15 | 0.08 | 0.04 |
| % Yield | 2.03 | 3.39 | 1.18 | 0.69 | 0.94 | 1.95 | 1.27 | 1.35 | 1.54 | 0.81 | 0.47 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.68 | 1.37 | 1.37 | 1.37 | 1.37 | 1.37 | 1.40 | 1.40 | 1.37 | 1.41 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%