(PHYD) Putnam Trust - Putnam - Performance 8.2% in 12m
Compare PHYD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.29%
#22 in Group
Rel. Strength
57.13%
#3422 in Universe
Total Return 12m
8.18%
#30 in Group
Total Return 5y
17.37%
#43 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: PHYD (8.2%) vs TLT (5.7%)
5y Drawdown (Underwater) Chart
Top Performers in High Yield Bond
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 |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-0.58% | 6.35% | 48.7% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
-0.2% | 8.7% | 41.9% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
-0.04% | 8.2% | 40.8% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
0.28% | 8.99% | 38.7% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
0.14% | 8.23% | 37% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
-0.13% | 7.48% | 46.9% | - | - | - | - | - |
| HYDB BATS iShares Edge High Yield |
-0.91% | 8.1% | 40.9% | - | - | - | - | - |
| PGHY NYSE ARCA Invesco Global Short Term |
-0.81% | 8.79% | 31.7% | - | - | - | - | - |
Performance Comparison: PHYD vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PHYD
| Total Return (including Dividends) | PHYD | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.25% | -1.36% | -0.87% |
| 3 Months | 0.37% | 3.00% | -7.58% |
| 12 Months | 8.18% | 5.65% | 11.88% |
| 5 Years | 17.37% | -38.91% | 110.33% |
| Trend Score (consistency of price movement) | PHYD | TLT | S&P 500 |
| 1 Month | 53.2% | -33% | 23% |
| 3 Months | -33.6% | 2.8% | -88.5% |
| 12 Months | 89.0% | -16.9% | 55.1% |
| 5 Years | 96.9% | -89.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #16 | 1.63% | 1.12% |
| 3 Month | #11 | -2.55% | 8.61% |
| 12 Month | #33 | 2.39% | -3.31% |
| 5 Years | #53 | 28.0% | -18.8% |
FAQs
Does PHYD Putnam Trust - Putnam outperforms the market?
Yes,
over the last 12 months PHYD made 8.18%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.65%.
Over the last 3 months PHYD made 0.37%, while TLT made 3.00%.
Over the last 3 months PHYD made 0.37%, while TLT made 3.00%.
Performance Comparison PHYD vs Indeces and Sectors
PHYD vs. Indices PHYD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.62% | 1.12% | 4.15% | -3.70% |
| US NASDAQ 100 | QQQ | -3.65% | -1.15% | 3.72% | -4.49% |
| US Dow Jones Industrial 30 | DIA | -1.68% | 3.43% | 4.24% | -1.02% |
| German DAX 40 | DAX | -1.39% | -1.07% | -15.4% | -16.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.34% | 3.07% | 7.14% | 2.22% |
| Hongkong Hang Seng | HSI | -1.63% | 0.19% | 2.23% | -5.71% |
| India NIFTY 50 | INDA | 0.22% | -3.81% | 3.86% | 5.11% |
| Brasil Bovespa | EWZ | -1.82% | -4.35% | 0.45% | 14.0% |
PHYD vs. Sectors PHYD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.87% | 1.30% | -1.98% | -15.8% |
| Consumer Discretionary | XLY | -2.70% | 0.35% | 1.64% | -5.14% |
| Consumer Staples | XLP | 0.88% | 0.05% | -1.16% | -3.02% |
| Energy | XLE | 1.86% | 14.1% | 9.94% | 19.3% |
| Financial | XLF | -1.23% | 2.36% | -3.45% | -14.5% |
| Health Care | XLV | -2.54% | 4.04% | 5.84% | 6.46% |
| Industrial | XLI | -3.04% | 0.14% | 3.44% | -1.41% |
| Materials | XLB | -2.01% | 2.68% | 11.6% | 11.7% |
| Real Estate | XLRE | -1.10% | 1.56% | 5.04% | -9.91% |
| Technology | XLK | -5.07% | -1.44% | 7.49% | 0.45% |
| Utilities | XLU | 0.22% | 0.19% | 2.03% | -13.7% |
| Aerospace & Defense | XAR | -3.57% | -6.14% | -9.38% | -18.4% |
| Biotech | XBI | -3.92% | -2.03% | 16.8% | 10.0% |
| Homebuilder | XHB | -1.93% | 2.52% | 19.0% | 15.2% |
| Retail | XRT | -1.05% | 0.81% | 9.72% | 10.9% |