(PBDC) Putnam Trust - Putnam - Performance 6.7% in 12m
PBDC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
64.09%
#20 in Peer-Group
Rel. Strength
51.09%
#3714 in Stock-Universe
Total Return 12m
6.73%
#28 in Peer-Group
Total Return 5y
71.76%
#22 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 36.00 USD |
| 52 Week Low | 28.70 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 42.09 |
| Buy/Sell Signal +-5 | 1.33 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PBDC (6.7%) vs XLF (22.9%)
5y Drawdown (Underwater) Chart
Top Performer in Financial
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| KBWP NASDAQ Invesco KBW Property |
-3.46% | 18% | 137% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.48% | 16.3% | 160% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-2.64% | 17.2% | 130% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-1.21% | 41.2% | 168% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
1.44% | 37.5% | 179% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-1.08% | 28.2% | 129% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.71% | 22.9% | 131% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-0.19% | 5.35% | 124% | - | - | - | - | - |
Performance Comparison: PBDC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PBDC
| Total Return (including Dividends) | PBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.24% | -2.71% | 0.44% |
| 3 Months | -1.05% | 1.68% | 5.66% |
| 12 Months | 6.73% | 22.93% | 10.61% |
| 5 Years | 71.76% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | PBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 31.7% | -9% | 83% |
| 3 Months | 11% | 64.3% | 77.5% |
| 12 Months | 51.3% | 78.5% | 43.1% |
| 5 Years | 95.9% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #5 | 3.03% | -0.19% |
| 3 Month | #23 | -2.68% | -6.35% |
| 12 Month | #28 | -13.17% | -3.51% |
| 5 Years | #14 | -0.67% | -0.89% |
FAQs
Does Putnam Trust - Putnam (PBDC) outperform the market?
No,
over the last 12 months PBDC made 6.73%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.93%.
Over the last 3 months PBDC made -1.05%, while XLF made 1.68%.
Performance Comparison PBDC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PBDC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.2% | -0.2% | -0.2% | -4% |
| US NASDAQ 100 | QQQ | 0.1% | -1.1% | -0.8% | -4% |
| German DAX 40 | DAX | 1% | 2.8% | -13.8% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | 0.6% | 2.1% | -7% |
| Hongkong Hang Seng | HSI | 0.6% | -3.6% | -16.9% | -21% |
| India NIFTY 50 | INDA | 1% | 2.1% | 2.3% | 8% |
| Brasil Bovespa | EWZ | -2.4% | -1.3% | -22.9% | -4% |
PBDC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.7% | -1.3% | -4.4% | -17% |
| Consumer Discretionary | XLY | 0.7% | 3.3% | 9.8% | -11% |
| Consumer Staples | XLP | 1% | 2.5% | 0.1% | 0% |
| Energy | XLE | -2.6% | -4.2% | -5.1% | 6% |
| Financial | XLF | 0.7% | 3% | -3.5% | -16% |
| Health Care | XLV | 1.8% | 1.1% | 3.8% | 14% |
| Industrial | XLI | 0.3% | 1.7% | -6% | -10% |
| Materials | XLB | 0.8% | 0.5% | -1.6% | 8% |
| Real Estate | XLRE | 0.1% | 0.9% | -3.9% | -6% |
| Technology | XLK | -0.4% | -2.8% | -1.9% | 0% |
| Utilities | XLU | 0.8% | 2.6% | -6.4% | -12% |
| Aerospace & Defense | XAR | 0.1% | -4% | -18.6% | -34% |
| Biotech | XBI | 1.2% | -3.5% | 10.3% | 15% |
| Homebuilder | XHB | 2.8% | 6.8% | 12.8% | 16% |
| Retail | XRT | 0.3% | 0.2% | 6.4% | 4% |
PBDC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.5% | -19.8% | -10.9% | 3% |
| Natural Gas | UNG | -13.3% | -15.3% | -15% | 12% |
| Gold | GLD | -0.2% | -3.9% | -27.1% | -35% |
| Silver | SLV | -1.5% | -12.9% | -23.1% | -12% |
| Copper | CPER | -1.1% | -4.1% | -16.6% | -1% |
PBDC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.2% | -0.8% | 1.9% | 11% |
| iShares High Yield Corp. Bond | HYG | -0.8% | -0.5% | -2% | -2% |