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Putnam Income Fd Cl R Shs: (MF: PIFRX)
(NASDAQ Mutual Funds) As of Feb 10, 2026 05:48 PM ET
$5.06 USD
+0.01 (0.20%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.35 | 36 |
| 3 months | 1.22 | 29 |
| 6 months | 3.17 | 36 |
| 1 Year | 7.35 | 36 |
| 3 Year | 4.84 | 72 |
| 5 Year | -0.83 | 91 |
| 10 Year | 2.04 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 25.10 |
| Bear Market (10/07 - 2/09) | -16.26 |
| Bull Market (2/09 - 3/21) | 121.21 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 7.35 |
| 5 Year | -0.83 |
| 10 Year | 2.04 |
| Since Inception | 6.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.58 | 1.42 | 1.93 | 1.22 |
| 2024 | 0.20 | 0.59 | 4.88 | -2.94 |
| 2023 | 1.79 | -0.92 | -2.85 | 6.78 |
| 2022 | -4.93 | -5.46 | -6.05 | 2.72 |
| 2021 | -2.35 | 0.02 | -0.82 | -0.93 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.35 | 2.61 | 4.61 | -13.27 | -4.03 | 6.51 | 11.29 | 0.09 | 5.66 | 1.82 |
| % Total Return Rel to Index | -0.02 | 1.34 | -0.91 | -0.25 | -2.49 | -0.99 | 2.57 | 0.07 | 2.11 | -0.83 |
| % Total Return Rel to Peer | 0.33 | -1.25 | -1.77 | -3.74 | -4.70 | 0.57 | 3.31 | 1.23 | 1.65 | -3.31 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 4.00 | 5.00 | 3.00 | 1.00 | 2.00 | 2.00 | 5.00 |
| % Dividends | 0.22 | 0.44 | 0.37 | 0.40 | 0.23 | 0.15 | 0.22 | 0.22 | 0.22 | 0.20 |
| % Yield | 4.18 | 8.50 | 7.57 | 7.13 | 3.30 | 1.95 | 2.91 | 3.18 | 3.09 | 2.84 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.10 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.99 | 0.99 | 1.00 | 1.00 | 0.98 | 0.99 | 1.10 | 1.12 | 1.13 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%