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Putnam Income Fd Cl R Shs: (MF: PIFRX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$5.31 USD
+0.02 (0.38%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.96 | 46 |
| 3 months | 5.19 | 15 |
| 6 months | 2.75 | 39 |
| 1 Year | 6.81 | 39 |
| 3 Year | -2.87 | 81 |
| 5 Year | -0.33 | 92 |
| 10 Year | 1.14 | 84 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 25.10 |
| Bear Market (10/07 - 2/09) | -16.25 |
| Bull Market (2/09 - 3/21) | 106.75 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 4.56 |
| 5 Year | -0.64 |
| 10 Year | 0.90 |
| Since Inception | 6.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.20 | 0.59 | NA | NA |
| 2023 | 1.79 | -0.92 | -2.85 | 6.78 |
| 2022 | -4.93 | -5.46 | -6.05 | 2.72 |
| 2021 | -2.35 | 0.02 | -0.82 | -0.93 |
| 2020 | -0.99 | 4.13 | 1.16 | 2.11 |
| 2019 | 3.57 | 3.76 | 2.79 | 0.74 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.96 | 4.61 | -13.27 | -4.03 | 6.51 | 11.29 | 0.09 | 5.66 | 1.82 | -2.11 | 4.97 |
| % Total Return Rel to Index | 1.34 | -0.91 | -0.25 | -2.49 | -0.99 | 2.57 | 0.07 | 2.11 | -0.83 | -2.68 | -0.96 |
| % Total Return Rel to Peer | 0.07 | -1.77 | -3.74 | -4.70 | 0.57 | 3.31 | 1.23 | 1.65 | -3.31 | -0.13 | 2.36 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 4.00 | 5.00 | 3.00 | 1.00 | 2.00 | 2.00 | 5.00 | 4.00 | 2.00 |
| % Dividends | 0.14 | 0.37 | 0.40 | 0.23 | 0.15 | 0.22 | 0.22 | 0.22 | 0.20 | 0.19 | 0.29 |
| % Yield | 2.52 | 6.87 | 7.13 | 3.30 | 1.95 | 2.91 | 3.18 | 3.09 | 2.84 | 2.67 | 3.82 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.50 | 1.00 | 1.00 | 0.98 | 0.99 | 1.10 | 1.12 | 1.13 | 1.12 | 1.10 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%