(PBDC) Putnam Trust - Putnam - Performance 2% in 12m
Compare PBDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.70%
#21 in Group
Rel. Strength
44.97%
#4392 in Universe
Total Return 12m
2.00%
#30 in Group
Total Return 5y
61.89%
#28 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: PBDC (2%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-3.9% | 20.7% | 193% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-5.5% | 19.7% | 149% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-3.83% | 18.9% | 165% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.91% | 41.6% | 190% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.05% | 26.8% | 144% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-6.74% | 1.87% | 157% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.54% | 28% | 174% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.11% | 22.7% | 145% | - | - | - | - | - |
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 | -6.98% | -2.11% | -0.87% |
| 3 Months | -10.34% | -4.92% | -7.58% |
| 12 Months | 2.00% | 22.69% | 11.88% |
| 5 Years | 61.89% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | PBDC | XLF | S&P 500 |
| 1 Month | 14.9% | 27.8% | 23% |
| 3 Months | -84.0% | -81% | -88.5% |
| 12 Months | 56.1% | 83.7% | 55.1% |
| 5 Years | 96.3% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #34 | -4.98% | -6.17% |
| 3 Month | #21 | -5.70% | -2.99% |
| 12 Month | #30 | -16.9% | -8.83% |
| 5 Years | #19 | -3.57% | 0.65% |
FAQs
Does PBDC Putnam Trust - Putnam outperforms the market?
No,
over the last 12 months PBDC made 2.00%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months PBDC made -10.34%, while XLF made -4.92%.
Over the last 3 months PBDC made -10.34%, while XLF made -4.92%.
Performance Comparison PBDC vs Indeces and Sectors
PBDC vs. Indices PBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.41% | -6.11% | 0.94% | -9.88% |
| US NASDAQ 100 | QQQ | -4.44% | -8.38% | 0.51% | -10.7% |
| US Dow Jones Industrial 30 | DIA | -2.47% | -3.80% | 1.03% | -7.20% |
| German DAX 40 | DAX | -2.18% | -8.30% | -18.6% | -22.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.55% | -4.16% | 3.93% | -3.96% |
| Hongkong Hang Seng | HSI | -2.42% | -7.04% | -0.98% | -11.9% |
| India NIFTY 50 | INDA | -0.57% | -11.0% | 0.65% | -1.07% |
| Brasil Bovespa | EWZ | -2.61% | -11.6% | -2.76% | 7.82% |
PBDC vs. Sectors PBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.66% | -5.93% | -5.19% | -22.0% |
| Consumer Discretionary | XLY | -3.49% | -6.88% | -1.57% | -11.3% |
| Consumer Staples | XLP | 0.09% | -7.18% | -4.37% | -9.20% |
| Energy | XLE | 1.07% | 6.88% | 6.73% | 13.1% |
| Financial | XLF | -2.02% | -4.87% | -6.66% | -20.7% |
| Health Care | XLV | -3.33% | -3.19% | 2.63% | 0.28% |
| Industrial | XLI | -3.83% | -7.09% | 0.23% | -7.59% |
| Materials | XLB | -2.80% | -4.55% | 8.35% | 5.52% |
| Real Estate | XLRE | -1.89% | -5.67% | 1.83% | -16.1% |
| Technology | XLK | -5.86% | -8.67% | 4.28% | -5.73% |
| Utilities | XLU | -0.57% | -7.04% | -1.18% | -19.8% |
| Aerospace & Defense | XAR | -4.36% | -13.4% | -12.6% | -24.6% |
| Biotech | XBI | -4.71% | -9.26% | 13.6% | 3.83% |
| Homebuilder | XHB | -2.72% | -4.71% | 15.8% | 9.03% |
| Retail | XRT | -1.84% | -6.42% | 6.51% | 4.74% |