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Putnam Income Fund Class Y: (MF: PNCYX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$5.52 USD
+0.02 (0.36%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.30 | 35 |
| 3 months | 5.30 | 11 |
| 6 months | 2.88 | 35 |
| 1 Year | 7.41 | 30 |
| 3 Year | -2.41 | 69 |
| 5 Year | 0.17 | 79 |
| 10 Year | 1.63 | 57 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 17.74 |
| Bear Market (10/07 - 2/09) | -15.67 |
| Bull Market (2/09 - 3/21) | 123.14 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 4.85 |
| 5 Year | -0.18 |
| 10 Year | 1.38 |
| Since Inception | 2.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.49 | 0.49 | NA | NA |
| 2023 | 1.84 | -0.60 | -2.83 | 6.84 |
| 2022 | -4.84 | -5.36 | -5.93 | 2.92 |
| 2021 | -2.30 | 0.14 | -0.56 | -0.93 |
| 2020 | -0.85 | 4.29 | 1.25 | 2.30 |
| 2019 | 3.71 | 3.91 | 2.82 | 0.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.30 | 5.09 | -12.81 | -3.63 | 7.11 | 11.77 | 0.63 | 6.10 | 2.24 | -1.50 | 5.46 |
| % Total Return Rel to Index | 1.68 | -0.43 | 0.20 | -2.08 | -0.38 | 3.04 | 0.62 | 2.55 | -0.41 | -2.08 | -0.48 |
| % Total Return Rel to Peer | 0.42 | -1.30 | -3.29 | -4.30 | 1.18 | 3.79 | 1.78 | 2.09 | -2.89 | 0.47 | 2.85 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 5.00 | 3.00 | 1.00 | 2.00 | 1.00 | 4.00 | 4.00 | 2.00 |
| % Dividends | 0.15 | 0.40 | 0.43 | 0.26 | 0.18 | 0.25 | 0.25 | 0.25 | 0.23 | 0.22 | 0.32 |
| % Yield | 2.66 | 7.04 | 7.30 | 3.63 | 2.33 | 3.23 | 3.48 | 3.39 | 3.20 | 3.02 | 4.14 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.25 | 0.50 | 0.50 | 0.48 | 0.49 | 0.60 | 0.62 | 0.63 | 0.62 | 0.60 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%